When you encounter the problem where the totals don’t add up as you need/expect, you will need^ to use an iterator like SUMX correct the problem.

I will start with an overview of both of these functions.OK, now it is time to look more in depth at SUM and SUMX, one at a time.Example: Total Sales SUMX = SUMX(Sales,Sales[Qty] * Sales[Price Per Unit])SUMX() will iterate through a table specified in the first parameter, Which you use really depends on your personal preference and the structure of your data. In my experience, most people need a few goes to absorb the harder concepts.Excellent Matt. I may come back and do an article on this topic another day, but until then here The second area that can impact performance is overall data model compression.

Pascal Schaer. An item with the “T” icon indicates a table.As we want to take our sales column in our sales table, we would select Sales[Sales].

When it gets to the end of the table, DAX will go to the outer formula, SUMX, and will sum all these stored values together. But when I change the column order in Power Query, some of the columns change to the new positions and some do not when I update the Power Pivot from the new query. Have you got a book to buy?

The more unique values that exist in a column in the data model, the less compressed the data will be. SUMX is a generic and powerful function, that is why we see the usage of that a lot in DAX. SUMX is DAX’s way of enforcing proper order of operations. The role of both DAX SUM and SUMX functions is to add numerical data together.

That is my guess@Matt – But what about the fact that you have 2 Iterators – Iterating over millions of rows. You have inspired me to do a refresh on this article to update it with my latest teaching techniques.I really like how you are able to break such complex subjects into simple explanations.It will give the same result.

!Great article.

Thank you so much I was mixing up the && || and didn't include ALL!once i filter numbers break down properly. Our formula is going to be our quantity * sales price.

I have created a small table of sample data to explain.The table above shows 4 customers with the average amount of money they spend each time they have shopped as well as the number of times they have been shopping.

It is possible that for very large tables, the number of unique values in example table 1 will be significantly greater than the number of unique values in the columns in example table 2.

What I'm trying to get DAX to do is: Look across each row in a table of HR data. These values are multiplied against each other. * Note: Filters can also come from an implicit CALCULATE() function. As a relationship joins these tables, we can carry out cross table calculations.

There is a very good video where Alberto talks about this concept. Reply.

Ask Question Asked 1 year, 11 months ago. I just tested three things1 and 2 delivered identical results with identical query plans averaging around 35 msThis is my data and it may be different on other dataThanks All! Note however Total Sales 2 alternate = SUMX(Sales, Sales[Total Sales])Despite what your intuition may tell you, this alternate formula using SUMX() is identical in performance and efficiency to the SUM() version. So, have a look at the article and video anyway, as we are going to get under the hood of DAX SUM and SUMX functions.As with all DAX functions, SUM and SUMX within PowerPivot for Excel, Power BI and in Analysis Services. For example, you can write a single formula in a calculated column such as Sales[Qty] * Sales[Price Per Unit] and The technical term for this behaviour is “Row Context”, but I prefer to use the term “Row by Row Evaluation” as it is less intimidating for most people.Now that I have covered the foundation knowledge, let me get back to the actual purpose and topic of this article. It is therefore possible that loading data as outlined in example 2 could have positive impacts on total table size and hence performance of your data model. Glad you like it. SUM() is not an iterator because it does not own the right to set the DAX engine into row context mode (One of the 2 contexts a DAX expression is evaluated under even though either or both of them can be empty). If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. DAX will store the value for each row in its memory. That is always alphanumeric order and will take you directly to the column you select.To remember why you must use SUMX when multiplications between columns are involved (paragraphs 1 and 3 in your post), people should think of the order of operations in elementary school math (BODMAS / PEMDAS), where multiplication takes precedence over addition. Unit 3E Deerpark Business Centre, Oranmore Co Galway.Training and Excel Spreadsheet Solutions Consultancy ServiceIn return for this article -DAX SUM and SUMX Functions- I ask that you share this post or the video with your friends and colleagues What if we only have the quantity and we wanted to get the total sales?We do have, in our product table, a sales price. The icons beside the names in the dropdown show what they are.

The FE is slower, single threaded and not cached. 1) I always struggle to find good examples of using SUMX to force totals to add up correctly. Operating under Row context mode means that you can now refer to all the columns of a row instead of just one as is the case with SUM(). It is important to learn that you don’t always need to create a calculated column.

I realize it doesn’t make any difference in the resulting formulas or pivot tables, but if I look at the tables, the order is not what I want.

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