DAX Fridays! #91: Sum child values into the parent

Hi Ruth,
Think I have the solution just without SUMX ann FILTER (see formula below):

Shipping costs parent =
IF(Orders[Related] = 1;
CALCULATE(
SUM(Orders[Child Shipping costs]);
ALLEXCEPT(Orders;Orders[OrderId])
)
)

Thank You! Nice explanation.

Hello, I'm struggling with that but in dax, can you help me sying some whats I can do it ? Ou how can I search to understand betternabout the sum of values to parent

Hi, I have two dimension tables (both with parent chil hierarchies with more than 6 levels). And one single fact table with only the child members and their corresponding sales values. I want to display a matrix with the sum of sales when a parent or a child is selected from the dimension tables. I tried using the path function, but this gives correct value only when one dimension is selected. When values are selected from the other dimension slicer, the values are not getting affected by the selection. Please help me with a solution!

Hola Ruth! Se te ocurre qué se puede hacer cuando hay mas de un nivel de jerarquías? En mi caso hay unos 4 niveles, y necesito que primero se calcule el subtotal del último nivel antes de calcular el siguiente porque sino no hay de donde obtener el valor del costo del nivel anterior.. (En este caso del video funciona porque todos los elementos del nivel anterior - los "child" - tienen un valor ya definido por dato).
Gracias!

Hi Ruth, I have a larger structure than child to one parent. The parent can have parent and so on. Let's say there are 5 levels. For each level I would like to have the sum for all the children below going to the leaf of the tree. So the most top parent would have the sum of everything. What solution would you recommend?
PS. Option2: the number of levels is unlimited.

I see. That's OK Ruth. I will manage it. Thanks for your time

Ruth, I don't find this video on download center now. Can you please upload it if possible. I have similar situation on my current project. I wanted to see and practice before come up with appropriate solution. Please upload it at our earliest possible convenience. Thank you

Lo que explicaste se puede usar para hacer informes de balances , asumiendo el id como las agrupación de las cuentas activo,pasivo,perdidas y ganancias y obtener un balance automático cierto Ruth , puede ser una buen uso de esa manera , gracias saludos desde Chile.

One query- this if(Order[related] = 2,... part of the formula is required to display the calculated filed "Shipping Cost Parent" is nice fashion otherwise it will look clumsy. Am I correct?

Great... I am using this approach quite often.. nevertheless we could use as well a calculatetable with a summarize function. If the data set is huge, it is faster than related. I tend to work with big data set ie between 60 and 100 millions rows therefore calculatetable with summarize is more efficient for me... when possible. In your example you used sumx. I do calculate function with sum and filter as presented and it works the same way avoiding the sumx which is more resource hungry... good job on the videos... waiting for the next ones...

Hola Ruth! Buen video, gracias!
Consulta. Que herramientas usas para escribir y destacar sobre la pantalla?

Nice video. In my experience EARLIER function should be avoided incase the dataset is huge. It performs very slow. What’s your take on that?

Thank you for sharing

Nice video ruth

👍👍

it can not be right, it seems too easy :-)

Thank you Ruth. Great video, Tamir