Dax filter calculate Apr 20, 2019 · Hi - i'm new to DAX. FILTER always calculates the first parameter first, and then the filter is evaluated. 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). The following remarks are valid using ALL as a table expression: Using a table argument, ALL returns all the rows of the table including any duplicated rows. Could you please refer to an existing help page or give examples here below? Thanks. 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. Once Apr 24, 2021 · Specifying multiple filter conditions in CALCULATE This article introduces the new DAX syntax (March 2021) to support CALCULATE filter predicates that reference multiple columns from the same table. Here is a stripped down version of what I am trying to do. It’s one of the most powerful Jun 29, 2023 · A filter argument in CALCULATE is always an iterator. Basically, I want to have the first filter fo Aug 9, 2020 · Power Bi CALCULATE DAX function evaluates an expression in a modified filter context. Dec 9, 2021 · The DAX CALCULATE function is one of the most powerful functions available. I need that date to be controlled by a date slicer. It takes an expression as its first argument, followed by one or more filter expressions. A complete description is available in the article, Understanding Context Transition. I have table with a column with the name of plants and another column with the types of access to them listed on separate rows - such as LoadingTruck, ReceivingTruck, LoadingShip, ReceivingShip etc. 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. Oct 20, 2023 · The CALCULATE function evaluates the sum of the Sales table Sales Amount column in a modified filter context. The most straightforward way to use CALCULATE is by writing 'Table' [Column] = "xx", but that’s just scratching the surface. This is a very useful and well named function and it does exactly what its name suggests. This article describes the options available to create complex filters in DAX. What is 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. 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. 2. It is easy to use and extremely versatile, allowing you to expand your data analyses and develop even more valuable Power BI reports. 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. Its comes under Filter function category. CALCULATE and SUM Red Sales 2 = C 2. I want to filter another customer table where customer date equals 6/22/2021. Learn the difference between DAX calculate and filter functions with this comprehensive guide. 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. Sep 13, 2024 · Learn how to filter dates using Power BI DAX. CALCULATE evaluation follow these steps: CALCULATE evaluates all the explicit filter arguments in the original evaluation context, each one independently from the others. We’re going to show you through easy-to An expression cannot reference a calculated field. Mar 21, 2025 · CALCULATE provides an elegant way to apply filters, but it works best if you follow certain rules: filter columns, not tables, and try to avoid using FILTER inside the filter expression of CALCULATE. I want to create a DAX measure in PowerBI that will provide an aggregate of sales on a specific date. 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. An expression cannot use any function that scans a table or returns a table, including aggregation functions. Apr 25, 2024 · Applies to: Calculated column Calculated table Measure Visual calculation Returns the values that are directly applied as filters to columnName. Jul 4, 2019 · 06-22-2022 11:54 AM Hello, Thank you for the help. I want to create a calculated column that evaluates for each plant whether it ha Mar 4, 2022 · I am trying to create a measure that has a conditional filter within the Calculate function. Jun 17, 2024 · The filter context is a fundamental concept to understand in order to write good DAX code. Master these filter functions for better analytical solutions. 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. The most important functions in DAX are CALCULATE and CALCULATETABLE, and these functions are also the most 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. This function is useful for clearing filters and creating calculations on all the rows in a table. 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. Dec 11, 2022 · This article explains common errors in CALCULATE filter arguments and provides guidance on writing logical conditions with necessary restrictions. The KEEPFILTERS function allows you to modify this behavior. » 6 related articles » 1 related function Examples 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. Learn to enhance your data analysis capabilities effectively. An expression cannot use a nested CALCULATE function. The CALCULATE function modifies the filter context for the calculation of the expression inside it. 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 21, 2016 · It's unclear to me how I can use FILTER() in a CALCULATE() function, and apply an AND / OR / NOT logic. A new filter is added to the Product table Color column—or, the filter overwrites any filter that's already applied to the column. Mar 27, 2023 · Hi Experts, Need your guidance to understand the behaviour of Filter & Calculate. Nov 26, 2025 · A filter argument overrides the existing corresponding filters over the same column (s), unless it is embedded within KEEPFILTERS. Aug 5, 2022 · はじめに DAX関数の基礎でもあり真髄とも言われているCALCULATE関数について、SQLBIのYouTubeを見たので忘れないうちに写経しながら、自分の言葉にしておきます。 CALCULATE in DAX CALCULATE関数とは ドキュメントから引用。 Aug 28, 2023 · The basic difference between these functions is how they perform filtering. 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. You do not have iterative statements, but you can run iterative functions like, for example, SUMX and FILTER. What is Nov 27, 2025 · Learn how to effectively use the ALL and REMOVEFILTERS DAX functions in Power BI for creating powerful measures and calculated columns. Think of it as a super-smart filter. This DAX function is used in many common report-building scenarios. Learn how to filter data effectively using DAX functions to build dynamic, insightful, and interactive reports. PersonaPortfolio = a table that is filtered down based on the USERPRINCIPALNAME. I have used below DAX measures to calcualte total Transactions based where quantity =6 and for Jan97. 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. This transformation is called context transition. The DAX function CALCULATE changes the context in which a data expression is evaluated by applying one or more filters, and is often used in measures to perform context-aware calculations. . Its purpose is to act as a table filter parameter inside CALCULATE () as shown in the following example. Welcome to the world of CALCULATE, a versatile DAX function that unlocks advanced manipulation and analysis in Power BI. 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 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. For best practices when using FILTER, see Avoid using FILTER as a filter argument. 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. 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. 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. This includes both the original row contexts (if any) and the original filter context. CALCULATE and CALCULATETABLE, on 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" ). 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. Nov 5, 2022 · Master Power BI DAX Filter with 15+ real examples. May 5, 2018 · Hello, I am still fairly new to DAX and Power BI and am having trouble solving a problem. The lookup functions work by using tables and relationships, like a database. Jul 14, 2025 · What is the purpose of CALCULATE in Power BI? • How do I filter data using CALCULATE in DAX? • What are the best use cases for CALCULATE? • When should I use FILTER inside CALCULATE? • How does CALCULATE interact with slicers and visuals? If you’ve spent more than a few hours working with Power BI, you’ve likely come across the CALCULATE function. Below is a brief overview of each component: Apr 25, 2024 · Applies to: Calculated column Calculated table Measure Visual calculation Evaluates a table expression in a modified filter context. Jul 6, 2020 · Solved: Hello Can you tell me please how to use the CALCULATE formula with multiple OR/AND criteria? Thanks! 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. Explore the DAX Calculate function, its use with and without FILTER. It's just a two column table, User and Portfolio. Oct 1, 2019 · Recently Microsoft introduced the DAX REMOVEFILTERS () new function. This function does not change the columns (unless it is used as an input of column Aug 17, 2020 · The CALCULATE and CALCULATETABLE function in DAX transform existing row contexts into an equivalent filter context. Its use is very intuitive at first, and most DAX developers start using CALCULATE without knowing the most intricate details of its behavior. How FILTER Works The FILTER function is an iterator. 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 Clear filters from the specified tables or columns. For example this DAX: Students enrolled = VAR 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. The filtering functions let you manipulate data context to create dynamic calculations. You can apply multiple conditions using AND or OR operators. Learn how to filter the data for a calculation in a DAX expression in Power BI. Filters on columns other than those mentioned in the arguments of CALCULATE or other related functions remain in effect and unaltered. For example, if the selected date on the Real date filter is 6/22/2022. Specifically the the maximum date on the s 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. Apr 19, 2023 · The CALCULATE () function is used to change the filter context in a DAX expression. Sep 23, 2024 · Master the DAX CALCULATE function in Power BI with best practices and a comparison with KEEPFILTERS for better performance. Nov 26, 2025 · ALL without arguments can be used only as a CALCULATE or CALCULATETABLE modifier and removes all the filters from the filter context. FILTER is not used independently, but as a function that is embedded in other functions that require a table as an argument. Context Transition and Filter Arguments The interaction between the filter arguments of CALCULATE or CALCULATETABLE and the filter context 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. I am trying to figure out how to write an expression (in a measure) that evaluates a 8 variables (which have been assigned rank to make it more straight fwd). This article shows how you can use the FILTER function to do something similar and explains the differences between the two approaches. Feb 28, 2025 · Yes, the behavior you are observing is expected when using the CALCULATE function with filters in DAX. However when i use the slicer and slect quantity less than 06 it gives blank value for PINK text box (Filter DA Dec 19, 2024 · CALCULATE is a DAX function that evaluates an expression in a context modified by filters. In my case, I want to get the max date depending on the filter and go back a year. I have several DAX measures and a custom category table involved in this setup. Apr 25, 2022 · CALCULATE, with its companion function CALCULATETABLE, is the only function in DAX that can change the filter context. Dec 29, 2023 · This tutorial explains how to create a measure in Power BI with multiple filter conditions, including an example. Includes examples and best practices to help you choose the right function for your needs. However, a Boolean expression can use any function that looks up a single value, or that calculates a scalar value. This is the first step to plan the changes May 19, 2024 · Learn about how to use the Power BI DAX Function called CALCULATE. SUMX and FILTER Red Sales 1 = SUMX ( FILTER ( Sales; Sales[ProductColor] = "Red" ); Sales[Amount] ) or 2. While SUM, AVERAGE, and COUNT offer foundational calculations, CALCULATE empowers you to tailor, filter, and refine your analysis with pinpoint accuracy. It lets you dig deep into your data exactly how you want. 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. Finding the right granularity for it is important to control the result and the performance. An expression cannot reference a calculated field. Mar 10, 2025 · Power BI を使いこなすうえで欠かせないのが DAX 関数です。その中でも、さまざまな条件付きの集計やフィルター操作を行う際に重宝するのが CALCULATE 関数。今回は「Power BI での calculate」というテーマで、CALCULATE 関数をわかりやすく解説し、ビジネスに活かすポイントや注意点をご紹介します。 Nov 26, 2025 · 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.