Dax filter calculate Oct 20, 2023 · Applies to: Calculated column Calculated table Measure Visual calculation From the parent table of a relationship, returns all rows but the blank row, or all distinct values of a column but the blank row, and disregards any context filters that might exist. It is easy to use and extremely versatile, allowing you to expand your data analyses and develop even more valuable Power BI reports. Nov 4, 2023 · This blog post discusses the use of filters that involve multiple columns in DAX calculations. If the data has been filtered, the CALCULATE function changes the context in which the data is filtered, and evaluates the expression in the new context that you specify. We’re going to show you through easy-to Feb 28, 2025 · Yes, the behavior you are observing is expected when using the CALCULATE function with filters in DAX. The CALCULATE function modifies the filter context for the calculation of the expression inside it. Could you please refer to an existing help page or give examples here below? Thanks. It does not run as a query, and can not respond to user actions. Use COUNTROWS instead of COUNT in DAX This function is Aug 25, 2024 · The CALCULATE() function is arguably one of Power BI's most important (and most popular) DAX functions. Context Transition and Filter Arguments The interaction between the filter arguments of CALCULATE or CALCULATETABLE and the filter context Oct 18, 2021 · Hi @arunaramana , =CALCULATE ( <expression>, table[column] = <value> ) In reality the filter expression you wrote is transformed in: CALCULATE ( <expression>, FILTER ( ALL ( table[column] ), table[column] = <value> ) ) The FILTER function in DAX is a simple function to use for filtering rows of a table. CALCULATE and SUM Red Sales 2 = C Oct 11, 2023 · When I create a simple calculate measure such as this: Students enrolled = CALCULATE(SUM('Table'[Student enrollment]),'Table'[Month] = "Oct") I get the correct result, which in this example will be = 22 But when I create a variable to store the Sum aggregate, I get a different result that is without any filter specified within Calculate function. Is this right or do I make something wrong. Gain deeper insights and tailor your analysis in your reports by choosing exactly what data is included in calculations. This is important in order to avoid unexpected results with complex calculations made in filter arguments. Below is a brief overview of each component: Dec 22, 2023 · This tutorial explains how to calculate a sum with a filter in Power BI, including an example. I need that date to be controlled by a date slicer. Dec 7, 2024 · Learn the essential DAX function CALCULATE, its logic, execution order, and how it modifies filter contexts for accurate data calculations in Power BI. While SUM, AVERAGE, and COUNT offer foundational calculations, CALCULATE empowers you to tailor, filter, and refine your analysis with pinpoint accuracy. Nov 20, 2025 · The DAX calculate function is one of the most used DAX functions. Aug 17, 2020 · For this reason, the two CALCULATE expressions in the FILTER of the following DAX query do not have to include the filter on calendar year, because it is “inherited” from the outer CALCULATETABLE filters. A) Filtering data with dates (DAX date functions). PersonaPortfolio = a table that is filtered down based on the USERPRINCIPALNAME. You do not have iterative statements, but you can run iterative functions like, for example, SUMX and FILTER. In my case, I want to get the max date depending on the filter and go back a year. Dec 11, 2022 · This article explains common errors in CALCULATE filter arguments and provides guidance on writing logical conditions with necessary restrictions. Aug 17, 2020 · For now, consider this article a discussion about the relative importance of removing explicit FILTER from the arguments of CALCULATE/CALCULATETABLE, because an implicit FILTER is always rewritten in case a logical condition is used in one of those arguments. Nov 5, 2022 · Master Power BI DAX Filter with 15+ real examples. I want to create a DAX measure in PowerBI that will provide an aggregate of sales on a specific date. You can apply multiple conditions using AND or OR operators. LOOKUPWITHTOTALS defaults the non-specified columns to the total, whereas LOOKUP does not change the filter over non-specified columns. 3 days ago · CALCULATE evaluates all the explicit filter arguments in the original evaluation context, each one independently from the others. From DAX point of view, I make the following simplified division: A) Filtering data with dates and B) Data selection with time intelligence. Learn how to filter the data for a calculation in a DAX expression in Power BI. The fact that you used DAX to create a table is irrelevant - the result is a static table, identical to the imported tables. When CALCULATE() is used in an expression, any filters applied will override any existing filters on the filter being applied. Filter Context In our Running Total example, it’s crucial to understand the interplay between the various sets of filters applied to the May 6, 2024 · In the article Using KEEPFILTERS in DAX, we described how to use KEEPFILTERS, which is a function that preserves the existing filter on columns affected by a new filter applied by CALCULATE or CALCULATETABLE. FILTER () is a function. Jul 6, 2020 · Solved: Hello Can you tell me please how to use the CALCULATE formula with multiple OR/AND criteria? Thanks! Aug 28, 2023 · The basic difference between these functions is how they perform filtering. Oct 20, 2023 · Applies to: Calculated column Calculated table Measure Visual calculation Returns all the rows in a table, or all the values in a column, ignoring any filters that might have been applied. Aug 26, 2024 · One of the few golden rules in DAX is to always filter columns and never filter tables with CALCULATE. This is the first step to plan the changes Apr 25, 2024 · The new context effected by the filter argument for CALCULATE affects only existing filters on columns mentioned as part of the filter argument. Note: The filter expression is affected by the context in which it is used. Follow this step-by-step guide with examples to apply dynamic date filters and enhance your data analysis! Apr 25, 2024 · Applies to: Calculated column Calculated table Measure Visual calculation Returns the values that are directly applied as filters to columnName. Includes examples and best practices to help you choose the right function for your needs. Jan 28, 2022 · From what I understand I need to replace the IF function by a filter, but since there are several filters already I get confused as to how to do that in Power BI. For more information about context, see Context in DAX Formulas. The post also explains how to handle outer filters and build complex tables to achieve the desired results. 3 days ago · KEEPFILTERS is a filter modifier that does not remove an existing column or table filter in the filter context that conflicts with the filter applied by the argument of KEEPFILTERS used as: a filter argument in CALCULATE / CALCULATETABLE an argument of an iterator used in a following context transition » 13 related articles » 2 related functions Apr 25, 2024 · Applies to: Calculated column Calculated table Measure Visual calculation Evaluates a table expression in a modified filter context. When I attempt to perform a DAX computation (I. Apr 24, 2021 · This article introduces the new DAX syntax (March 2021) to support CALCULATE filter predicates that reference multiple columns from the same table. Jul 24, 2019 · In DAX queries The “New Table” feature in Power BI As an input to another DAX formula regardless if that DAX formula returns a table or a scalar value. Here’s a clear guide with visuals. Sep 23, 2024 · Master the DAX CALCULATE function in Power BI with best practices and a comparison with KEEPFILTERS for better performance. Master these filter functions for better analytical solutions. Aug 28, 2019 · Filter cannot be used in calculated columns, then how can I simply create a column in DAX that would pick up a value based on maximum claimID and maximum DateCreated ? Aug 1, 2021 · Revenue Red 2 = CALCULATE([Revenue], KEEPFILTERS(FILTER(ALL('Product'[Color]), 'Product'[Color] = "Red"))) As Marcus explained already, ALL () removes any filter context on 'Product' [Color] but KEEPFILTERS () allows to merge the filter specified in FILTER () as well as any other filter specified by the filter context of the same column. Result is displayed for the selected dates. Nov 26, 2024 · The CALCULATE function is the cornerstone of DAX expressions, empowering you to take control of filter context and define calculations that drive meaningful insights. Nov 3, 2023 · Optimizing DAX Calculations: A Journey through CALCULATE and Filter Context Let's see how the internal context of the CALCULATE filter can be used to remove previously imposed function filters with respect to the CALCULATE-wrapped expression in question, or with respect to an external custom context filter. Apr 25, 2018 · If the one of the filters Filter 1 or Filter 2 remove any filter context specified by Filter 3 or Filter 4 (e. This function is useful for clearing filters and creating calculations on all the rows in a table. Syntax The basic syntax of the CALCULATE function is: DAX Key Features … Calculate DAX Function in Power BI with examples Read Apr 25, 2023 · I am looking to understand why a the dax formula I have used has returned the correct answer by me by using the FILTER function within CALCULATE and why the answer is incorrect when I use the <filter> arguement within the CALCULATE expression. FILTER always calculates the first parameter first, and then the filter is evaluated. Specifically the the maximum date on the s 3 days ago · Remarks REMOVEFILTERS is an alias for ALL, but it can be used only as a CALCULATE modifier and not as a table expression like ALL. Jan 20, 2025 · How to Filter DAX Measure in CALCULATE Based on Another Measure's Value 01-19-2025 10:26 PM I'm developing a Power BI report to analyze environmental data by counting distinct companies based on specific criteria. Mar 4, 2022 · I am trying to create a measure that has a conditional filter within the Calculate function. I want to filter another customer table where customer date equals 6/22/2021. It explores the challenges of using OR conditions in CALCULATE and provides solutions using the FILTER function and the ALL function. This tutorial focuses on what the CALCULATE() function is and how to use it and assumes you’re already familiar with the basics of Power BI and DAX. The KEEPFILTERS function allows you to modify this behavior. Dec 13, 2024 · CROSSFILTER can only be used in functions that take a filter as an argument, for example: CALCULATE, CALCULATETABLE, CLOSINGBALANCEWEEK, CLOSINGBALANCEMONTH, CLOSINGBALANCEQUARTER, CLOSINGBALANCEYEAR, OPENINGBALANCEWEEK, OPENINGBALANCEMONTH, OPENINGBALANCEQUARTER, OPENINGBALANCEYEAR, TOTALWTD, TOTALMTD, TOTALQTD and TOTALYTD functions. FilterPortfo Apr 17, 2019 · In the previous article of this series, Andy Brown of Wise Owl Training explained how to use the oh-so-important CALCULATE function in DAX to make changes to the default filter context within a formula. In this dummy example, I have 2 tables with a single direction filter. Jun 14, 2012 · CALCULATE refuses to let you use variable expressions like measures in these filter arguments largely because “vanilla” CALCULATE is intended to always be fast, and once you start including expressions in these comparisons, your formulas might run a LOT slower. Dec 16, 2021 · CALCULATE with multiple filters 12-16-2021 12:44 AM Hi all, I want to create a simple DAX measure that calculates the sum of sales for the column product, selecting only "iphone", "Samsung" and "Hawaii". Jun 17, 2024 · The filter context is a fundamental concept to understand in order to write good DAX code. This function does not change the columns (unless it is used as an input of column Apr 25, 2022 · CALCULATE, with its companion function CALCULATETABLE, is the only function in DAX that can change the filter context. For example this DAX: Students enrolled = VAR Mar 18, 2023 · FILTER () always returns rows filtered. Its comes under Filter function category. Used in CALCULATE ’s filter expressions, KEEPFILTERS wraps a filter expression and is primarily used to correct unwanted behaviour or address functions that might produce visually confusing results. Jan 16, 2025 · Even though the actual calculation part of the CALCULATE function appears before the filter components, getting the filters to work can easily become the trickiest part of working with the DAX language. However, if the filter in question is applied via a slicer, things get slightly more complex. CALCULATE and CALCULATETABLE, on Learn the difference between DAX calculate and filter functions with this comprehensive guide. I try to select few filters on a page and then I look for desired outcome and choose what I want. SUMX and FILTER Red Sales 1 = SUMX ( FILTER ( Sales; Sales[ProductColor] = "Red" ); Sales[Amount] ) or 2. When used as filters in CALCULATE, ALLxxx functions might displ May 7, 2020 · If you set the filter within your DAX its an explicit filter and it will override what is in your visual CALCULATE allows you to calculate a value against a context (The filter modification). Make sure to wrap CALCULATE () over any calculations you are doing within the table being filtered on. Since CALCULATE returns a single value, but we need to return a table in DAX Studio. Filters on columns other than those mentioned in the arguments of CALCULATE or other related functions remain in effect and unaltered. In this example, the first layer of filtering applied comes from the CALCULATE statement in line 1, which specifies the ‘Table' [ID] column should = “A”. How FILTER Works The FILTER function is an iterator. . The DAX syntax of the automatic FILTER function generated by DAX in place of a logical expression requires that you express a single column in the filter expression. Jul 24, 2020 · Hi guys, quick question: If I want to sum a subset of a column, for example the sum of the sales of only red products, which approach is better suited? 1. Mar 23, 2020 · However, DAX applies filter logic in layers starting from the outside. Using the CALCULATE function in Power BI can be viewed as a combination of aggregation (or Group By in Power Query) and joining Dec 11, 2020 · Is there a difference between the FILTER and CALCULATE Dax functions? From what I understand, they produce the same result and are synonymous. The application of various filter arguments is crucial to controlling the output of DAX measures when visual filters are present on a report page. It's just a two column table, User and Portfolio. Dec 9, 2021 · The DAX CALCULATE function is one of the most powerful functions available. The CALCULATE function allows you to compute by groups, with options to filter within the function. I tried with below measure but it does not work. Apr 19, 2023 · The CALCULATE () function is used to change the filter context in a DAX expression. 3 days ago · This article explains how the context transition interacts with the filter arguments of a CALCULATE function in DAX. Is this true? 3 days ago · Identifies cells where specified columns match evaluated expressions, and retrieves a column value (only when a single cell is identified) or calculates an expression's value from those matching cells. This function is suited to pass as a filter to the CALCULATE function. FILTER is not used independently, but as a function that is embedded in other functions that require a table as an argument. Find out why it is such a popular function and how to use it in your report building. Apr 4, 2016 · Therefore I tried to use the Calculate DAX Formula, but it seems to be impossible to use a placeholder when filtering by text. Let’s look at an example: Explore the DAX Calculate function, its use with and without FILTER. Any filters used in CALCULATETABLE () will not flow through to a table passed in as a variable. Jun 10, 2019 · Theory The business goal is typically to calculate and filter based on dates. CALCULATE(SUM(V_FactOnlineSales[SalesAmount]), V_DimProduct[BrandName]=”Litware”)Any filter on V_DimProduct Aug 21, 2016 · It's unclear to me how I can use FILTER() in a CALCULATE() function, and apply an AND / OR / NOT logic. You know how filters in Pivot Tables help you see just the parts of your data you’re interested in? CALCULATE does that and more, letting you tweak and refine those views with ease. Welcome to the world of CALCULATE, a versatile DAX function that unlocks advanced manipulation and analysis in Power BI. A new filter is added to the Product table Color column—or, the filter overwrites any filter that's already applied to the column. Jun 29, 2023 · Filter Arguments in CALCULATE A filter argument in CALCULATE is always an iterator. The most important functions in DAX are CALCULATE and CALCULATETABLE, and these functions are also the most 2 days ago · Learn how to effectively use the ALL and REMOVEFILTERS DAX functions in Power BI for creating powerful measures and calculated columns. Nov 10, 2023 · In Power BI and DAX (Data Analysis Expressions), CALCULATE is a powerful function that enables you to modify or override the default filter context of a calculation. May 19, 2024 · Learn about how to use the Power BI DAX Function called CALCULATE. Sep 15, 2025 · CALCULATE is the heart of DAX — it changes filter context, enables complex calculations, and unlocks advanced analytics. It takes an expression as its first argument, followed by one or more filter expressions. Mar 27, 2023 · Hi Experts, Need your guidance to understand the behaviour of Filter & Calculate. However when i use the slicer and slect quantity less than 06 it gives blank value for PINK text box (Filter DA Aug 17, 2020 · This article explains how to use KEEPFILTERS to intersect instead of overriding an existing filter context in DAX, simplifying the code and improving performance. Aug 29, 2020 · いずれもよく使う関数だけれども、得られる効果丸暗記系の人がよくやってしまう間違いなので。意味的に同じ CALCULATETABLE 関数を含め FILTER 関数と何が違うのさってことをよく理解しておかなければならないのである。得られる効果の一部が似ているだけであって、そも Dec 1, 2023 · This step-by-step article uses screenshots to explain the Calculate function and filter context in less than 5 minutes. g. The filtering functions let you manipulate data context to create dynamic calculations. Common Uses of the FILTER () Function FILTER () is most often used as a filter parameter within the CALCULATE () function. Dec 19, 2024 · CALCULATE is a DAX function that evaluates an expression in a context modified by filters. Think of it as a super-smart filter. Jun 6, 2022 · By using KEEPFILTERS you ask CALCULATE to add the new filter to the outer filter context, instead of overriding the outer filter. This article shows how you can use the FILTER function to do something similar and explains the differences between the two approaches. Sep 13, 2024 · Learn how to filter dates using Power BI DAX. Dec 29, 2023 · This tutorial explains how to create a measure in Power BI with multiple filter conditions, including an example. If DAX had a king, it would be May 19, 2025 · Filter functions The filter and value functions in DAX are some of the most complex and powerful, and differ greatly from Excel functions. Jun 30, 2024 · Following on from my last post on the Query Memory Limit in Power BI, in this post I want to look at one of the most common DAX antipatterns and its effect on query memory usage: filtering on a whole table, rather than an individual column, in the filter parameters of the Calculate() function. NOTE: we suggest to also read Best practices for using KEEPFILTERS in DAX. Mar 21, 2025 · KEEPFILTERS(<expression>) Modifies how filters are applied while evaluating a CALCULATE or CALCULATETABLE function. For example, if you use a filter in a measure, and the measure is used in a PivotTable or PivotChart, the subset of data that is returned may be affected by additional filters or Slicers that the user has applied in the PivotTable. Nov 8, 2024 · Key Points to Consider: REMOVEFILTERS Behavior: When you use REMOVEFILTERS in CALCULATE, it’s supposed to remove the filter on the specified column or table within the formula's context, effectively ignoring any filters applied to that column. Jul 4, 2019 · 06-22-2022 11:54 AM Hello, Thank you for the help. Oct 20, 2023 · The CALCULATE function evaluates the sum of the Sales table Sales Amount column in a modified filter context. This article explains the rationale behind the rule. 2. This includes both the original row contexts (if any) and the original filter context. A new syntax was introduced in the March 2021 version of Power BI Desktop that simplifies the writing of complex filter conditions in CALCULATE functions. Dec 16, 2021 · Environment: PowerBI I had a DAX formula that worked as expected when I had just one filter: # Bot Responses = CALCULATE([countUniqueActivityId], customEvents[EventName]="BotMessageSend" ). The lookup functions work by using tables and relationships, like a database. Feb 27, 2024 · FILTER Iterator Inside CALCULATE (figure by Author) 2. Using CALCULATE with the FILTER expression (complex filters) When you use CALCULATE with the FILTER function, you are applying a more complex or advanced filter that often involves multiple conditions or calculations, such as filtering on calculated columns or using logical expressions that can’t be expressed with simple filters. Finding the right granularity for it is important to control the result and the performance. Use it to filter an expression by a custom date range. In this article, we describe the filter context using a visual approach – we rely on a graphical visualization that represents the different interactions that exist in the filter context when you use the visual elements, filters, and slicers of a report. It lets you dig deep into your data exactly how you want. Hi Everyone, Looking to verify my understanding on how CALCULATE and FILTER functions work. OK, so now it is getting confusing. Nov 3, 2020 · This article provides a complete explanation of the behavior of the ALLxxx functions in DAX. » 7 related articles » 1 related function Examples CALCULATETABLE is identical to CALCULATE, except for the result: it returns a table instead of a scalar value. Then, the second layering of filters gets applied by the inner CALCULATE function in line 2. Aug 9, 2020 · Power Bi CALCULATE DAX function evaluates an expression in a modified filter context. The table contains all primary tagged columns and all time related columns. 3 days ago · A filter argument overrides the existing corresponding filters over the same column (s), unless it is embedded within KEEPFILTERS. The CALCULATE function in DAX is one of the most powerful and versatile functions used in Power BI, Power Pivot, and Analysis Services. Learn how to filter data effectively using DAX functions to build dynamic, insightful, and interactive reports. e. Let's take this example - Measure1 = CALCULATE([X], 'FactTable'[Color]="Red") The syntax above is internally transformed in the following one, which you might write in an explicit way obtaining the same behavior from your DAX Apr 25, 2024 · You can use FILTER to reduce the number of rows in the table that you are working with, and use only specific data in calculations. Nov 28, 2021 · For calculated tables and columns, you can also write DAX code, but it's executed only in design time, when you create the code or refresh the data. Mar 11, 2025 · Enhance your data skills with advanced DAX techniques, including time intelligence, filter context, iterators, and performance optimization for better insights. Once this evaluation is finished, CALCULATE starts building the new filter context. Here is a stripped down version of what I am trying to do. Learn to enhance your data analysis capabilities effectively. using a function like ALL()), then you will get a different result than if all the filters were evaluated in parallel. There is another use of the word filter in DAX, and that Oct 17, 2021 · In our example, this means that we can simply use the virtual table as a filter for CALCULATE. DISTINCTCOUNT(Country[Country])) it seems that wrapping up the clause in FILTER(. Aug 17, 2020 · The CALCULATE and CALCULATETABLE function in DAX transform existing row contexts into an equivalent filter context. A lot Mar 16, 2023 · What is the formula for your [Sales USD] measure? Follow on LinkedIn @ me in replies or I'll lose your thread!!! Instead of a Kudo, please vote for this idea Become an expert!: Enterprise DNA External Tools: MSHGQM YouTube Channel!: Microsoft Hates Greg Latest book!: DAX For Humans DAX is easy, CALCULATE makes DAX hard Apr 25, 2024 · Applies to: Calculated column Calculated table Measure Visual calculation Clear filters from the specified tables or columns. This transformation is called context transition. This DAX function is used in many common report-building scenarios. Its use is very intuitive at first, and most DAX developers start using CALCULATE without knowing the most intricate details of its behavior. A complete description is available in the article, Understanding Context Transition. I have used below DAX measures to calcualte total Transactions based where quantity =6 and for Jan97. For best practices when using FILTER, see Avoid using FILTER as a filter argument. » 6 related articles » 1 related function Examples Oct 20, 2023 · Applies to: Calculated column Calculated table Measure Visual calculation Removes all context filters in the table except filters that have been applied to the specified columns. CALCULATETABLE follow the same steps of CALCULATE to evaluate its result. I have several DAX measures and a custom category table involved in this setup. This article describes the options available to create complex filters in DAX. That helps me understand functionality of code. The examples that Marco Russo give are the following: CALCULATE( CALCULATE( [MEASURE], CUSTOMER[COUNTRY] = "ITALY" ), For calendar input, returns a table that begins with a specified start date and continues until a specified end date. Mar 1, 2022 · This article describes the IN operator in DAX, which simplifies logical conditions checking whether a certain value is included in a list of values or expressions. The Power of DAX Filters: Exploring Multiple Columns and I always create multiple CALCULATE measures with FILTER, ALL, KEEPFILTERS etc and put them all inside a matrix. It allows you to modify the filter context of an expression, enabling complex calculations that are otherwise difficult to perform. For example, if the selected date on the Real date filter is 6/22/2022. Sep 20, 2022 · Modifying the filter context in DAX lets you control how calculations evaluate data in Power BI semantic models. What is Aug 17, 2020 · DAX is the new language used by PowerPivot and Analysis Services in Tabular mode and it resembles the syntax of Excel formula and it can be considered a functional language. lqgo rdcbwrfb tqjjgge idfxn pwevvu sgdpvp sohsun omspb bqzoq rwmet yoc xxm xoxkh zlotl jrp