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Frequent Visitor

## Summation by category with Max calculated after Applicable of Slicers

This questions may have been answered but after scouring for hours over the forum i could not find a solutuion that works . DAX Gurus please help.

I need to get the Latest Sale data grouped by category where the year column is a slicer

Here is the data set

 Category Year Item Sale Date Sales A 2018 A1 Jan-18 10 A 2018 A1 Feb-18 20 A 2018 A2 Jan-18 30 A 2018 A2 Feb-18 40 A 2019 A1 Jan-19 12 A 2019 A1 Feb-19 22 A 2019 A2 Jan-19 32 A 2019 A2 Feb-19 42 B 2018 B1 Jan-18 100 B 2018 B1 Feb-18 200 B 2018 B2 Jan-18 300 B 2018 B2 Feb-18 400 B 2019 B1 Jan-19 110 B 2019 B1 Feb-19 120 B 2019 B2 Jan-19 130 B 2019 B2 Feb-19 140

If user selects 2018 in the year slicer . The resulting rows should be the sum of Sales for latest record for each item from 2018  grouped by the Category. Result would be

(i.e sum of A1 Feb 2018 sales + A2 Feb 2018 Sales grouped by category A  and Similarly for B)

 Category Sales A 60 B 600

if user selected 2019

Result would be  sum of A1 Feb 2019 sales (22) + A2 Feb 2019 Sales(42)  grouped by category A   (and similarly for B)

 Category Sales A 64 B 260

If user selects 2018 and 2019, only the latest records (2019) should be picked up . Result would be

(i.e sum of A1 Feb 2019 sales + A2 Feb 2019 Sales grouped by category A  and Similarly for B)

 Category Sales A 64 B 260

1 ACCEPTED SOLUTION

Accepted Solutions
Super User II

## Re: Summation by category with Max calculated after Applicable of Slicers

@BI_Pro  - Try this Measure:

```Last Sales =
CALCULATE(
SUM(mytable[Sales]),
TREATAS (
SUMMARIZE(mytable, mytable[Category],mytable[Item],"Sale Date",MAX(mytable[Sale Date])),
mytable[Category],
mytable[Item],
mytable[Sale Date]
)
)```

The filter limits to only those columns which match the Category, Item, and Max Sales Date.

TREATAS is necessary to avoid the other columns creeping back in. Refer to this site to better understand it.

Cheers!

Nathan

6 REPLIES 6
Super User III

## Re: Summation by category with Max calculated after Applicable of Slicers

Try this MEASURE

`Measure = CALCULATE(SUM(Table1[Sales]),LASTDATE(Table1[Sale Date]))`
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Frequent Visitor

## Re: Summation by category with Max calculated after Applicable of Slicers

The last Date can vary by item during each year. And i'm not including item in the final display.

Super User IV

## Re: Summation by category with Max calculated after Applicable of Slicers

Hi,

Zubair's formula works just fine.

Regards,
Ashish Mathur
http://www.ashishmathur.com
Highlighted
Frequent Visitor

## Re: Summation by category with Max calculated after Applicable of Slicers

It didnt work for me. Let me elaborate. There can be an item A3 with only record in Jan 2019 . When user selects jan 2018 It should pick up

A1- from Feb 2019

A2 from Feb 2019

A3 from Jan 2019 and sum up the data by category.

Super User II

## Re: Summation by category with Max calculated after Applicable of Slicers

@BI_Pro  - Try this Measure:

```Last Sales =
CALCULATE(
SUM(mytable[Sales]),
TREATAS (
SUMMARIZE(mytable, mytable[Category],mytable[Item],"Sale Date",MAX(mytable[Sale Date])),
mytable[Category],
mytable[Item],
mytable[Sale Date]
)
)```

The filter limits to only those columns which match the Category, Item, and Max Sales Date.

TREATAS is necessary to avoid the other columns creeping back in. Refer to this site to better understand it.

Cheers!

Nathan

Frequent Visitor

## Re: Summation by category with Max calculated after Applicable of Slicers

Thank you so much it worked.

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