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setis
Post Partisan
Post Partisan

USERELATIONSHIP with several conditions

Dear experts, I am struggling with a measure in which I'm trying to combine USERELATIONSHIP and several filters.

 

My measure is thefollowing:

Membership Fee=
CALCULATE (
    [TotalAmountGLEntry];
    USERELATIONSHIP ( '$G_L Entry'[Posting Date]; 'Date'[Date] );
    KEEPFILTERS (
        FILTER (
            ALL (
                '$G_L Entry'[G_L Account No_];
                '$G_L Entry'[Document Type];
                '$G_L Entry'[CUSTOMER]
            );
            '$G_L Entry'[G_L Account No_] = "3011"
                || '$G_L Entry'[G_L Account No_] = "3016"
                || '$G_L Entry'[Document Type] = 2
                || '$G_L Entry'[CUSTOMER] <> BLANK ()
        )
    )
)


My problem is that USERELATIONSHIP works but the rest of the filters do not

 

I have tried different things like combining FILTER and VALUES instead of KEEPFILTERS but the problem is that I can't get both the USERELATIONSHIP and the FILTERS to work at the same time. 

 

Can anyone see where the error is?

 

Thank you in advance 

1 ACCEPTED SOLUTION
setis
Post Partisan
Post Partisan

@Mariusz and @amitchandak 

 

It worked for me doing:

 

 

 

 

Membership Fee = 
VAR Acc3011 = 
CALCULATE (
    [TotalAmountGLEntry];
    USERELATIONSHIP ( '$G_L Entry'[Posting Date]; 'Date'[Date] );
    USERELATIONSHIP('$G_L Entry'[CUSTOMER];'All Customers'[No_]);
    KEEPFILTERS ('$G_L Entry'[G_L Account No_] = "3011");
    KEEPFILTERS ('$G_L Entry'[Document Type] = 2);
    KEEPFILTERS('$G_L Entry'[CUSTOMER] <> BLANK())

        )
VAR Acc3016 = 
CALCULATE (
    [TotalAmountGLEntry];
    USERELATIONSHIP ( '$G_L Entry'[Posting Date]; 'Date'[Date] );
    USERELATIONSHIP('$G_L Entry'[CUSTOMER];'All Customers'[No_]);
    KEEPFILTERS ('$G_L Entry'[G_L Account No_] = "3016");
    KEEPFILTERS ('$G_L Entry'[Document Type] = 2);
    KEEPFILTERS('$G_L Entry'[CUSTOMER] <> BLANK())

        )
RETURN
Acc3011+Acc3016

 

 

 

View solution in original post

11 REPLIES 11
Mariusz
Community Champion
Community Champion

Hi @setis 

 

Try this, if not working try without KEEPFILTERS

Membership Fee = 
CALCULATE (
    [TotalAmountGLEntry];
    KEEPFILTERS (
        FILTER (
            CALCULATETABLE(
                ALL (
                    '$G_L Entry'[G_L Account No_];
                    '$G_L Entry'[Document Type];
                    '$G_L Entry'[CUSTOMER]
                );
                USERELATIONSHIP ( '$G_L Entry'[Posting Date]; 'Date'[Date] )
            );
            '$G_L Entry'[G_L Account No_] = "3011"
                || '$G_L Entry'[G_L Account No_] = "3016"
                || '$G_L Entry'[Document Type] = 2
                || '$G_L Entry'[CUSTOMER] <> BLANK ()
        )
    )
)
Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

 

@Mariusz Thanks again!

 

Unfortunately it didn't work either with or without KEEPFILTERS. I'm getting lines for all different G_L Account No_

setis
Post Partisan
Post Partisan

@Mariusz and @amitchandak 

 

It worked for me doing:

 

 

 

 

Membership Fee = 
VAR Acc3011 = 
CALCULATE (
    [TotalAmountGLEntry];
    USERELATIONSHIP ( '$G_L Entry'[Posting Date]; 'Date'[Date] );
    USERELATIONSHIP('$G_L Entry'[CUSTOMER];'All Customers'[No_]);
    KEEPFILTERS ('$G_L Entry'[G_L Account No_] = "3011");
    KEEPFILTERS ('$G_L Entry'[Document Type] = 2);
    KEEPFILTERS('$G_L Entry'[CUSTOMER] <> BLANK())

        )
VAR Acc3016 = 
CALCULATE (
    [TotalAmountGLEntry];
    USERELATIONSHIP ( '$G_L Entry'[Posting Date]; 'Date'[Date] );
    USERELATIONSHIP('$G_L Entry'[CUSTOMER];'All Customers'[No_]);
    KEEPFILTERS ('$G_L Entry'[G_L Account No_] = "3016");
    KEEPFILTERS ('$G_L Entry'[Document Type] = 2);
    KEEPFILTERS('$G_L Entry'[CUSTOMER] <> BLANK())

        )
RETURN
Acc3011+Acc3016

 

 

 

View solution in original post

Mariusz
Community Champion
Community Champion

Hi @setis 

 

Try this 

Membership Fee = 
CALCULATE(
    CALCULATE (
        [TotalAmountGLEntry];
        KEEPFILTERS (
            FILTER (
                ALL (
                    '$G_L Entry'[G_L Account No_];
                    '$G_L Entry'[Document Type];
                    '$G_L Entry'[CUSTOMER]
                );
                '$G_L Entry'[G_L Account No_] = "3011"
                    || '$G_L Entry'[G_L Account No_] = "3016"
                    || '$G_L Entry'[Document Type] = 2
                    || '$G_L Entry'[CUSTOMER] <> BLANK ()
            )
        )
    );
    USERELATIONSHIP ( '$G_L Entry'[Posting Date]; 'Date'[Date] )
)
Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.



Dear @Mariusz 

Thanks for your answer. It didn´t work for me. 

 

Neither the filters or the userelationship is working on this one. 

amitchandak
Super User
Super User

In "calculate" use suitable function like sumx, countx on [TotalAmountGLEntry] and the move filter in the first parameter of table name and try.

 

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Dear @amitchandak 

Thanks for your answer. 

I'm not sure I understood exactly what you mean. 

 

I tried this, but it didn't work:

Membership Fee = 
CALCULATE (
    SUMX(       
         KEEPFILTERS (
        FILTER (
            ALL (
                '$G_L Entry'[G_L Account No_];
                '$G_L Entry'[Document Type];
                '$G_L Entry'[CUSTOMER]
            );
            '$G_L Entry'[G_L Account No_] = "3011"
                || '$G_L Entry'[G_L Account No_] = "3016"
                || '$G_L Entry'[Document Type] = 2
                || '$G_L Entry'[CUSTOMER] <> BLANK ()
        )
    );
    SUM('$G_L Entry'[Amount]));USERELATIONSHIP('$G_L Entry'[Posting Date];'Date'[Date])
)

 

Try Like. No need sum inside sumx, unless there is a need. Also ,check if it can work without keep filter.

 

Membership Fee = 
CALCULATE (
    SUMX(       
         KEEPFILTERS (
        FILTER (
            ALL (
                '$G_L Entry'[G_L Account No_];
                '$G_L Entry'[Document Type];
                '$G_L Entry'[CUSTOMER]
            );
            '$G_L Entry'[G_L Account No_] = "3011"
                || '$G_L Entry'[G_L Account No_] = "3016"
                || '$G_L Entry'[Document Type] = 2
                || '$G_L Entry'[CUSTOMER] <> BLANK ()
        )
    );
    ('$G_L Entry'[Amount]));USERELATIONSHIP('$G_L Entry'[Posting Date];'Date'[Date])
)

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If this can work

Membership Fee = 
CALCULATE (
    SUMX(       
         
        FILTER (
            '$G_L Entry';
            '$G_L Entry'[G_L Account No_] = "3011"
                || '$G_L Entry'[G_L Account No_] = "3016"
                || '$G_L Entry'[Document Type] = 2
                || '$G_L Entry'[CUSTOMER] <> BLANK ()
        )
    ;
    ('$G_L Entry'[Amount]));USERELATIONSHIP('$G_L Entry'[Posting Date];'Date'[Date])
)
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Dear @amitchandak 
In this one: 

Membership Fee = 
CALCULATE (
    SUMX(       
         
        FILTER (
            '$G_L Entry';
            '$G_L Entry'[G_L Account No_] = "3011"
                || '$G_L Entry'[G_L Account No_] = "3016"
                || '$G_L Entry'[Document Type] = 2
                || '$G_L Entry'[CUSTOMER] <> BLANK ()
        )
    ;
    ('$G_L Entry'[Amount]));USERELATIONSHIP('$G_L Entry'[Posting Date];'Date'[Date])
)


USERELATIONSHIP works but the filters do not. 

 If possible please share a sample pbix file after removing sensitive information.
Thanks

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