Dax filter related. I have 2 tables (All Customers, Product Items).

Dax filter related Whether you need to summarize sales data, filter customer records, or prepare datasets for visualizations, DAX (Data Analysis Expressions) provides powerful functions to shape your data. The RELATEDTABLE function is used to retrieve the related table (DATA) based on a relationship between the two tables. Let’s solve this DAX puzzle together! Dec 29, 2023 · This tutorial explains how to create a measure in Power BI with multiple filter conditions, including an example. Since there are many tables that have relationship to the People table, only ONE relationship is act Dec 26, 2022 · Power BI DAX max filter Let us see how we can calculate and filter the maximum value using the Power Bi max function in Power Bi. Because the 3 days ago · Learn more about CONTAINS in the following articles: Physical and Virtual Relationships in DAX » Read more Propagating filters using TREATAS in DAX » Read more The IN operator in DAX 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. DAX Patterns: Related distinct count This is an in-depth video lecture of the Related distinct count pattern. You can use Power Query transformations such as combining Merge with something else. Both the time stampped table and the other table contraining product ID's are related using a product lookup table. In this article, we describe the most common uses of the two functions, along with common misperceptions. However, this can be needed when you write a DAX expression too. For example, all sales transactions (from the Sales table) for the current customer Aug 1, 2024 · This detailed guide explores the in's and out's of using the FILTER function in DAX, complete with practical examples and combinations with other functions. Aug 26, 2024 · One of the few golden rules in DAX is to always filter columns and never filter tables with CALCULATE. Finding the right granularity for it is important to control the result and the performance. It is a scalar function, meaning it returns only one single value, and it gets one single input parameter. CALCULATE evaluation follow these steps: CALCULATE evaluates all the explicit filter arguments in the original evaluation context, each one independently from the others. This function gives you the subtable from the other table for all the rows related to the current row. You can achieve this by using DAX functions such as FILTER and RELATED. Oct 20, 2023 · When the RELATED function performs a lookup, it examines all values in the specified table regardless of any filters that may have been applied. CALCULATECALCULATE(<expression>[, <filter1> [, <filter2> [, …]]]) Evaluates an expression in Feb 28, 2025 · However, if I apply a filter to a related table - whether that table is directly related ('Fiscal Calendar') or indirectly related ('Selector CalMth' or Selector 'CalYear') - I have to remove or override the filter on the related table rather than overriding it on 'GLData' for my measure to return the correct result. Apr 25, 2024 · = SUMX(FILTER(InternetSales, InternetSales[SalesTerritoryID]=5),[Freight]) If you do not need to filter the column, use the SUM function. Filter functions - These functions help you return specific data types, look up values in related tables, and filter by related values. The Related distinct count pattern is useful whenever you have one or more fact tables related to a dimension, and you need to perform the distinct count of column values in a dimension table only considering items related to transactions in the fact table. Sep 20, 2022 · The CALCULATE and CALCULATETABLE DAX functions are important and useful functions. May 8, 2025 · DAX (Data Analysis Expressions) in Power BI allows users to perform advanced calculations, aggregations, and filtering. This includes both the original row contexts (if any) and the original filter context. These functions help you navigate relationships effectively, ensuring accurate 3 days ago · The combined table resulting from this filter only contains columns explicitly listed in SUMMARIZECOLUMNS as grouping columns or filter columns. - I will pull in the SalesRep & RepRevenue into a pivot table Mar 21, 2025 · Filter functions The second most important group consists of filter functions, which allow you to filter aggregated values based on an expression or modify the context in which those values are evaluated. Jun 29, 2022 · The RELATED function is a very simple function to use in DAX. 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 have tried this and it doesn't work: Dec 12, 2023 · In this video we unravel the secrets of leveraging the RELATED DAX function with inactive relationships in Power BI. Status is "AUTHORIZED". Each table function offers a standalone utility, but when used together, they can unravel Mar 28, 2019 · Because DimCountryCode is specified as the argument to ALLEXCEPT, when the data is filtered, a filter will be applied on country at the row level, as shown in your table visual. May 18, 2021 · sum based on filters in a related table ‎ 05-18-2021 11:38 AM Hi, I've got a table containing information about reservations (of apartments for sale), and another one containing the history of each reservation, detailing which status a reservation had at any point in time. My model structure has a contracts table, with child tables that contain the actual price. Nov 16, 2022 · This Power BI tutorial explains how to work with the Power BI DAX filter table, how to filter table by slicer using Power BI DAX, and a lot more. The relationship is defined by naming, as arguments, the two columns that serve as endpoints. May 15, 2021 · In this post, we're gonna explain what're the main differences between RELATED Vs LOOKUPVALUE DAX, and When you should use RELATED DAX function? as well as I wanted to post to the PowerBI Community, but apparently our admin turned off that ability lol. Jan 20, 2020 · Hello, As you are trying to access the rows of a table on the one side of the relationship from the many side of the relationship, you need to use RELATED function. Adding Filter on Countrows and Relatedtable ‎ 03-05-2018 09:35 PM Hi, I need some help please. Lookup functions work by using tables and relationships between them. It is similar to the lookup value function in MS Excel, VLOOKUP. Learn how to filter data effectively using DAX functions to build dynamic, insightful, and interactive reports. Additionally, we have the flexibility to set cro May 27, 2020 · Filter table based on related table with inactive relation ‎ 05-27-2020 04:45 AM Initial Data A Data Model with relations and draft of a Report Page are attached. Dec 9, 2021 · How to filter related table by measure? ‎ 12-09-2021 04:26 AM Hello! I`m very-very new to Power Bi and, unfortunately, I got stuck with this issue. The lookup functions work by using tables and relationships, like a database. In this newsletter, we’ll dive into why these functions don’t work together as expected and explore some potential solutions. This function is a shortcut for CALCULATETABLE function with no logical expression. The 'one' side is my Contracts table and the many side is my SalesItems table. Target When a Period selected in a slicer (from a List), the Created Actions and Closed Actions tables should be appropriately filtered: Feb 8, 2019 · Power BI, DAX--How do I count rows in one table based on values in another table? Asked 8 years, 6 months ago Modified 6 years, 9 months ago Viewed 102k times Feb 21, 2018 · The green columns are the ones I'm trying to compute, but current DAX formula is only returning a distinct count of all of the Product table, and not the table filtered by actual sales. Oct 20, 2023 · The normal behavior for DAX expressions containing the ALL () function is that any filters applied will be ignored. Mar 4, 2024 · Yes, you can filter values in FACT_ACTUALS based on matching column values in DIM_ACT using DAX without establishing a relationship between the tables. Aug 9, 2023 · Hi @jkapso751 , This DAX formula is using the CALCULATE function to calculate the sum of the Revenue column in the DATA1 table. A new sy Feb 18, 2020 · DAX sum filtered by multiple columns of related tables Asked 5 years, 9 months ago Modified 5 years, 9 months ago Viewed 4k times Dec 28, 2022 · Filter and summarize table by multiple related conditions Asked 2 years, 10 months ago Modified 2 years, 10 months ago Viewed 2k times Nov 8, 2022 · This Power BI tutorial explains how to work with the Power BI DAX filter if, how to work with the Power BI DAX filter multiple conditions, and many more. The DAX formula I have used can only create one 2 columns (Genre & Good), I want to know how to add 2 mo Feb 5, 2024 · RELATED and RELATEDTABLE are two powerful functions in DAX that help you navigate relationships between tables and retrieve data from related tables based on the current row context. The SUM function is similar to the Excel function of the same name, except that it takes a column as a reference. Mar 6, 2025 · In your 1st measure, the 'Dim' [ColB] = "AA" is evaluated as a boolean filter inside CALCULATE, meaning that the filter will be applied 'Dim' [ColB] = "AA" at the model level so it will automatically filter all related rows in Fact because of the 1-to-many relationship. Jul 28, 2025 · DAX, a formula language developed by Microsoft, equips us with the tools for tabular transformations and data enrichment. You can use DAX Filter functions to return specific data types, look up values in related tables and filter by related values. This is a common question, and it turns out, it’s not as simple as it seems. NEW_CUSTOMERS = COUNTX (FILTER (Cust,Cust [REGISTER_DATE]>RELATED (Products [LAUNCH_DATE])),Cust [CUSTOMERID]). This is yet another way of achieving it, without Aug 17, 2020 · This article describes a number of techniques available to filter tables in DAX, showing possible pitfalls that you can avoid once you know them, in particular using bidirectional filters. May 5, 2017 · I have two tables that are linked: Software (UniqueID, Name, Vendor) Status (UniqueID, Status, Description) The link between them is UniqueID. In this case, the DAX expression looks like this: Aug 30, 2018 · Dax filtering using other table column that's not related because of the star schema limitation ‎ 08-29-2018 05:42 PM Using the below data model, I want to create a measure RepRevenue based on the "RepProdMap" table & "Product" table. 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. The CALCULATE function used without filters achieves a specific requirement. The formula then finds the minimum value in the Freight column. This article describes the options available to create complex filters in DAX. You can also use the RELATED () function to pull the column of another table 1. Dec 22, 2023 · This tutorial explains how to calculate a sum with a filter in Power BI, including an example. CALCULATE and SUM Red Sales 2 = C Guide to Power BI RELATED. Build to = VAR week = MAX( I recently received an email asking about a tricky DAX issue: combining FILTER and USERELATIONSHIP in a single CALCULATE statement. From the definition of RELATED() at https://dax. The maximum argument count for the function is 2”. In this example, we will use the Product Table data as below mentioned to calculate and filter the maximum value using the Power Bi max function in Power Bi. The values pulled by RELATED will reflect the current filter context, making it dynamic and responsive to changes in the report. Jul 17, 2019 · I want to create a new table based on this one: that filters for Warehouse=2 and "drops" the columns "Price" and "Cost" like this: I have managed to apply the filter in the first step using: FILTER( Oct 20, 2023 · Remarks If there is a relationship between the table that contains the result column and tables that contain the search columns, in most cases, using the RELATED function instead of LOOKUPVALUE is more efficient and provides better performance. Here we all about the Related DAX function. DAX RELATED function requires that a relationship exists between the current table and the table with related information. Apr 26, 2025 · Data Analysis Expressions (DAX) is a powerful formula language used in Power BI to create custom calculations and aggregations. Below is a comprehensive list of 50 useful DAX functions, categorized by their primary use case, with brief descriptions and examples to help you leverage them effectively in Power BI. Information functions Learn how to filter the data for a calculation in a DAX expression in Power BI. The RELATED function is what links the Territory key in the Internet Sales table to SalesTerritoryCountry in the SalesTerritory table. Relationships are the backbone of effective data modeling, offering a spectrum of types—from one to many, many to many, to one to one. DAX RELATEDTABLE function is equivalent to DAX CALCULATETABLE function with no logical expression. When you specify the column that contains the data that you want, the function follows an existing relationship to fetch the value from the specified column in the related table. As an alternative, use SUMMARIZECOLUMNS or ADDCOLUMNS / SUMMARIZE. 3 days ago · A table with the selected columns for the GroupBy_ColumnName arguments and the summarized columns designed by the name arguments. Apr 15, 2019 · I would need to populate 3rd column in Employee table, with filters as below: 1) IF Calender Date (which is generated from CALENDER function) falls between Start Date and End Date for any employee, populate that respective project (Group by employee, filter needs to be applied) Final table should look like this: Nov 5, 2022 · Master Power BI DAX Filter with 15+ real examples. This function is not supported for use in DirectQuery mode when used in calculated columns or row-level security (RLS) rules. Filters in SUMMARIZECOLUMNS only apply to group-by columns from the same table and to measures. Jun 24, 2020 · Hi, I have a build to forumla where I'm calculating the average production needs for a group of item. Aug 17, 2020 · The WHERE condition of an SQL statement has two counterparts in DAX: FILTER and CALCULATETABLE. 3 days ago · A filter argument overrides the existing corresponding filters over the same column (s), unless it is embedded within KEEPFILTERS. Need a column in one Power BI table, but the data lives in another? In this quick tutorial, Justin Vogel from Pragmatic Works walks you through two essential DAX functions—RELATED and Apr 28, 2024 · RELATED operates within the established filter context when used in measures, which can be modified by slicers, visuals, or other DAX functions like CALCULATE. Master these filter functions for better analytical solutions. This pattern is useful whenever you have one or more fact tables related to a dimension, and you need to perform the distinct count of column values in a dimension table only considering items related to transactions in the fact table. How can I do that? Apr 25, 2024 · The RELATEDTABLE function changes the context in which the data is filtered, and evaluates the expression in the new context that you specify. Feb 10, 2021 · The example is from the book "The Definitive Guide to DAX - 2nd Ed - Alberto Ferrari, Marco Russo", Chapter 15, example 15-5. However, before we apply this DAX function in Power BI, we need to create a data model relationship between the tables we refer to. The RELATED function requires that a regular relationship exists between the current table and the table with related information. I have three tables (two tables with facts (costs and traffic) and one table with kyes (for filtering). Aug 17, 2020 · I want to filter this table by the product ID's contained in another table. I want to Filter Data based off of multiple tables (Properly joined via many to one relationships) Here is an example. Nov 15, 2017 · Hi all. Date and time functions help create calculations based on dates and time. I am new to DAX and am having a hard time getting my head around the FILTER command. Feb 9, 2010 · From a performance point of view, it is always better to define a model that solve the problem leveraging relationships, using DAX just to make calculation but not to filter data. . Below is the syntax of the RELATED DAX function in Power BI. Why and when to use RELATED and its companion function RELATEDTABLE: two common DAX functions that are required when using a row context with relationships. Column = SUMX(FILTER('Table','Table'[group]="A"),RELATED('Table (2)'[value])) 2 6 days ago · Specifies an existing relationship to be used in the evaluation of a DAX expression. One of the hardest things to do, when learning DAX, is to get rid of common sense reasoning and learn to follow a new set of rules, which are defined in the language and that are somewhat unique. The table "Advertised Brands" table has not relationship with Product or Date. Many of the functions in DAX are similar to the Excel date and time functions. My table Dec 13, 2021 · Solved: Hi powerBI community I want to use a filter and the userelationship function in the same meassure. The relationship is 1:Many from contracts to products, support, services tables, with cross filter in both directions. We need to select the result column from the DAX RELATEDTETABLE function changes the context in which the data is filtered, and evaluates the expression in the new context that you specify. One of these functions is Relatedtable. This article describes the corresponding syntax in DAX language. Below is the Data and Rating table from which I want this Result table. Jan 7, 2022 · DAX - Filter rows by related table values Asked 3 years, 8 months ago Modified 3 years, 8 months ago Viewed 85 times Power BI DAX RELATEDTABLE function learn how it works There are multiple functions that can help when you work with tables that are connected through relationships. » 4 related articles » 1 related function Oct 20, 2023 · Learn more about: Relationship functions Apr 25, 2024 · FILTER('InternetSales_USD', RELATED('SalesTerritory'[SalesTerritoryCountry])<>"United States") Returns a table that is a subset of Internet Sales minus all rows that belong to the United States sales territory. Create calculated column. SUMX and FILTER Red Sales 1 = SUMX ( FILTER ( Sales; Sales[ProductColor] = "Red" ); Sales[Amount] ) or 2. I`m trying to write a measure, which will show a sum of spent money (a Nov 23, 2016 · Demand = sumx (FILTER (RELATEDTABLE (Assignments),AND ( [AssignmentStartDate]<= [TimeByDay]), [TimeByDay]<= [AssignmentFinishDate]), (Assignments [Av Per Day])) BUT – Power BI DAX doesn’t like this – “Too many arguments were passed to the FILTER function. However, we have a new requirement where I need to modify the calculation based on the item type. Get a field’s value from another table in Power BI using DAX related function Sometimes, in Power BI, you need to access a field’s value from another table that somehow is related to the existing table. its uses and how to use it in Power BI with step-wise examples. Jan 12, 2024 · Filtering a table with condition involving another table in DAX Asked 1 year, 10 months ago Modified 1 year, 10 months ago Viewed 408 times Feb 21, 2025 · When working with multiple related tables in Power BI, understanding DAX relationship-based measures is crucial. However, there are some scenarios where this is not the case because of auto-exist, a DAX technology that optimizes filtering in order to reduce the amount of processing required for certain DAX queries. This article explains the rationale behind the rule. 3 days ago · Scalar A single value of any type. I have 2 tables (All Customers, Product Items). Any suggestions? Regards 3 days ago · The RELATEDTABLE function performs a context transition from row context (s) to a filter context, and evaluates the expression in the resulting filter context. Once 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. They let you write calculations that remove or add filters, or modify relationship paths. SUMMARIZE should not be used to add columns. Though using CALCULATE function too we could achieve the same result. 5 . 6 days ago · The combined table resulting from this filter only contains columns explicitly listed in SUMMARIZECOLUMNS as grouping columns or filter columns. Jan 17, 2013 · I am trying to pull in a field from another table in my BISM model using the "RELATED" function. In this article and video, I explained Mar 5, 2024 · Yes, you can filter values in FACT_ACTUALS based on matching column values in DIM_ACT using DAX without establishing a relationship between the tables. However, DAX functions are based on the datetime data types used by Microsoft SQL Server. Aug 2, 2023 · In this blog post, I’m going to show you how to use the TREATAS function in DAX to filter data across tables without creating relationships. This function is a shortcut for CALCULATETABLE function with no additional filters, accepting only a table reference and not a table expression. Oct 20, 2023 · If the columns (or tables) are already in the filter context, the existing filters will be overwritten by the new filters to evaluate the CALCULATE expression. When used as filters in CALCULATE, ALLxxx functions might displ Mar 20, 2021 · The SQL functions IN and EXISTS are useful to implement tests over a set of values. The RELATED, as the name says, will return the corresponding value from one table to another. guide/related/ The RELATED function requi May 6, 2022 · Learn how and when to use the DAX functions RELATED and LOOKUPVALUE in Power BI to perform similar VLOOKUP capabilities in Excel. The filtering functions let you manipulate data context to create dynamic calculations. Dec 13, 2024 · When using DAX, we can use the CROSSFILTER function to change how the cross-filter direction behaves between two columns defined by a relationship. 2 days ago · Learn how to effectively use the ALL and REMOVEFILTERS DAX functions in Power BI for creating powerful measures and calculated columns. With this guide, you'll learn how to manipulate data in powerful ways, employing the FILTER function to sort and filter through large datasets with ease. I want to create a Measure where I count the total of rows in Software which the Status. This works fine: FILTER( 'Product Data', 'Product Data'[ProductCategory]="Mountain B Feb 5, 2024 · The filter functions in DAX return specific data types, look up values in related tales, and filter by related values. 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 25, 2025 · DAX: Filter on Fact from related Dimension doesn't work ‎ 03-25-2025 01:03 AM Hi everyone, I have a simple measure that’s supposed to pick up the date of the most recent “Begin stock” row on or before each row’s date in my `Facts` table. It's done by passing in filter arguments, which are either Boolean expressions, table expressions, or special filter functions. Hopefully someone here can assist: I have 2 tables related by a one-to-many relationship. A single value that is related to the current row. This is the auto-exists behavior that has side effects on functions such as FILTERS. I am using a calculated column in my contracts table that is working fine, but I need to expand upon it: Sales = SUMX Mar 16, 2019 · I'm having a hard time correcting my DAX syntax to calculate total sales $. These 2 tables are linked by the unique Customer ID with All Customers as the 1 side and Product Items as the many sides. This is a very powerful and useful technique that can SelfValue semantics for external filters We are introducing a semantic concept named SelfValue, which alters how filters from external tables interact with GroupBy columns in SummarizeColumns. For example, if it's Type B, multiple the generated value by 1. Apr 25, 2024 · The following example filters the InternetSales table and returns only rows for a specific sales territory. For demonstration purposes we use the distinct count of the product name in a model with two fact tables: Sales and Receipts. FILTERS can have an additional blank row in case the table has at least one one-to-many relationship with other tables where there is a violation of referential integrity. Two essential functions for this task are `FILTER` (to narrow down rows) and `SELECTCOLUMNS` (to specify columns Mar 18, 2022 · Hi I am creating a summary table to include the number of occurrences of a particular value just like COUNTIFS in excel. The RELATED function offers a more efficient and accurate way to calculate values based on related data, compared to using multiple FILTER functions. Remarks The GroupBy_ColumnName must be either in table or in a related table to Table. Using relationships, filtering is implicit in DAX formulas and this helps the engine to produce results faster. » Read more Understanding the IN operator in 4 days ago · In Power BI, creating tailored tables is a cornerstone of effective data modeling and analysis. Among the categories of DAX functions are the table functions, such as ALL (), SUMMARIZE (), FILTER (), which as the name suggests, generate tables as outputs of their computations. Learn how to create calculated columns, measures, and time-based analysis for deeper insights and reporting. You can apply multiple conditions using AND or OR operators. For demonstration purposes we use the distinct Jun 29, 2023 · A filter argument in CALCULATE is always an iterator. This change disallows filters from a different table to affect the GroupBy columns, even if the tables are related through a filter-by relationship. Multiple pairs of search_columnName and search_value can be specified. Mar 17, 2025 · Date and time functions - These functions in DAX are similar to date and time functions in Microsoft Excel. Filter functions Filter functions manipulate table and filter contexts. Financial functions Financial functions corresponding to Excel functions with the same name. It transitions row context to filter context. Nov 20, 2025 · In this blog post, we explored the power of the RELATED DAX function in Power BI and how it can be used to fetch related values from another table. In this article we explore the differences between them, pro Mar 24, 2021 · Hi @Anonymous , According to your description, I create some data: Table: Table2: Here are the steps you can follow： The column of the second parameter of Sumx must come from the table in the first parameter. The RELATEDTABLE function returns a table that is related to the current table in the filter context. Aug 29, 2022 · When learning DAX, it is easy to get confused and use RELATED when it is not necessary, or to forget about RELATEDTABLE. SUMMARIZE does not preserve the data lineage of the columns used in Jan 15, 2025 · However, your current attempts using FILTER, RELATED, and NATURALINNERJOIN have resulted in errors, primarily because DAX requires careful handling of relationships, particularly in the context of many-to-many joins. A Feb 11, 2020 · How to filter by two related tables in the SUMX function in DAX Asked 5 years, 9 months ago Modified 5 years, 9 months ago Viewed 4k times Nov 3, 2020 · This article provides a complete explanation of the behavior of the ALLxxx functions in DAX. zarh ikte zeawoa kpy tvwpoac qxfckjqr ctdahb qgx myzwidp ubif gxwn tdwi vfoav tuo bjbom