sum of Invoice from specific ID for each Month

[Anonymous]

Hi Guys,

Thanks in advance for attempting to solve my question.

I have data of invoice for each person for each month and would want to know how can i get the sum total of invoice for the particular person month wise.

For example, in the above table i would like to calculate the sum total for Christine Angelon for month of Jan,i.e., 0.44+1.71

And also want to calculate which User Name has the highest invoice for that particular month in graphical representation.

I believe it is more of Rank formula, if someone could explain the same would be great.

Thanks,

Nagesh

[v-juanli-msft · Accepted solution]

Hi @Anonymous

For requiremnets below:

calculate the sum total for Christine Angelon for month of Jan,i.e., 0.44+1.71

And also want to calculate which User Name has the highest invoice for that particular month in graphical representation.

create measures below

sum total =
CALCULATE (
    SUM ( Sheet2[Invoice] ),
    ALLEXCEPT ( Sheet2, Sheet2[Month], Sheet2[User name] )
)

rank = RANKX(ALLEXCEPT(Sheet2,Sheet2[Month]),[sum total],,DESC)

highest invoice= IF([rank]=1,CALCULATE(MIN([User name]),ALLEXCEPT(Sheet2,Sheet2[Month])),BLANK())

Best Regards

Maggie