Saturday, February 9, 2019

How to create a Summary Table by using SUMMARIZE Function in Power BI DAX

How to use the SUMMARIZE Function to Summarize data Group By specific Columns in Power BI DAX
The SUMMARIZE Function in Power BI DAX is used to create a Summary Table from the Fact Table, and data will be Grouped by the specific columns from the related Dimension Tables or from the same Fact Table.
Scenario :
Suppose we have our Power BI Data Model as follows..

Now from the above Data Model, we can have a Tabular Report with Sales details as below 
Note :
In the above table, the Measure [NetSales] is calculated using the below DAX Expression.
TotalSales = SUMX(FactSales,FactSales[Units_Sold]*RELATED(DimProducts[Unit_Price]))


Now from the above Sales details table, we can prepare a Sales Summary table, with data Group By columns MonthN, Region_Name, using the below DAX Expression :

SalesSummary = 
SUMMARIZE(FactSales, DimRegion[Region_Name], FactSales[MonthN],
"SumSales"SUMX(FactSales,FactSales[TotalSales]),
"SumUnits",  SUM(FactSales[Units_Sold]))

Note :
Since the measure [TotalSales] is not a Direct Measure of FactTable, I have used the SUMX Function instead of SUM Function.

Result :


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Thanks, TAMATAM ; Business Intelligence & Analytics Professional 
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