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Why Use the CALCULATE() Function
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The CALCULATE() function is very popular in measures Here, we examine why this might be so Measures have filter context As the user filters (Report Filter and/or Row Labels or Column Labels) and/or slices (Slicers Vertical or Slicers Horizontal), they change the context in which the measures are shown in the pivot table By default, the measure values will change to reflect the current context measures are re-evaluated every time the context is changed This may or may not be the result you desire
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Prac tical PowerPivot & DAX Formulas for Excel 2010
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The CALCULATE() function gives you total control over the way filters affect the measures You can use the function to honor an existing filter, you can ignore the filter altogether, you can change the filter, you can honor the filter only in part, or you can create a new filter context that is completely different from the filter context implemented by the user in the pivot table GUI Wow again! In slightly simpler language, CALCULATE() lets you control how measures (added to the Values drop-zone) change or don t change as the user manipulates the pivot table Here s a step-by-step example to get you started:
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Create a new pivot table, or remove all entries from the PowerPivot Field List drop-zones for an existing pivot table Add Category (from the Products table) to Row Labels Add Year (from Orders) to Slicers Horizontal Add Country (from Customers) also to Slicers Horizontal Add Quantity (from Order Details) to Values its default name should be Sum of Quantity The resulting pivot table is shown in Figure 4-9 Notice the grand total is 51317 Use the slicer to show just 1996 the total is now 9581 (please be aware that there are different incarnations of Northwind with differing years and sales figures you may adjust the exercise to reflect your totals and years) Remove the Year slice and slice on Austria from the Country slicer; the total is now 5167 Then, try both 1996 and Austria; the result is 949 Then remove the slices You have just been changing the filter context of the measure (an implicit measure based on a table column, Quantity) in the pivot table
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Figure 4-9
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Pivot table example
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4: DAX: Overview
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Figure 4-10 Measure Settings dialog
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With the focus in the pivot table, click the New Measure button in the Measures group on the PowerPivot ribbon In the Measure Settings dialog, make sure the Table name is Order Details; for Measure name, enter DAXMeasure; in Formula, enter the following DAX formula; and click Check Formula Your dialog should look like Figure 4-10 Click OK Your pivot table now resembles Figure 4-11
=SUM('Order Details'[Quantity])
Figure 4-11 Pivot table with a measure based on a DAX formula
Prac tical PowerPivot & DAX Formulas for Excel 2010 5 6
Check the overall total, then the totals for 1996, for Austria, and for 1996 and Austria Your new measure written in DAX is no different from the implicit measure Change the DAX formula One way to do this is to click the Measure Settings button, while the focus is in the pivot table Alternatively, you can right-click the measure in the field list and choose Edit Formula Yet another method is to rightclick the measure in the Values drop-zone and choose Edit Measure The new syntax is as follows:
=CALCULATE(SUM('Order Details'[Quantity]))
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Check the overall figure, 1996, Austria, and 1996/Austria again There is no change The measure is still honoring the filter context Once more, change the formula This time, extend the CALCULATE() function as shown here:
=CALCULATE(SUM('Order Details'[Quantity]),ALL(Customers[Country]))
Try with no slicer (that is, no filter), just 1996 with all countries, just Austria with all years, and just 1996 with Austria The four results are shown in Figure 4-12 (No filter), Figure 4-13 (Year filter), Figure 4-14 (Country filter), and Figure 4-15 (Year and Country filter) These are the first of three sets of four results in this exercise
Figure 4-12 No filter context 1/3
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