SUMMARIZE Function (DAX)

table

Any DAX expression that returns a table of data.

groupBy_columnName

The qualified name of an existing column to be used to create summary groups based on the values found in it. This parameter cannot be an expression.

name

The name given to a total or summarize column, enclosed in double quotes.

expression

Any DAX expression that returns a single scalar value, where the expression is to be evaluated multiple times (for each row/context).

A table with the selected columns for the groupBy_columnName arguments and the summarized columns designed by the name arguments.

1. Each column for which you define a name must have a corresponding expression; otherwise, an error is returned. The first argument, name, defines the name of the column in the results. The second argument, expression, defines the calculation performed to obtain the value for each row in that column.

2. groupBy_columnName must be either in table or in a related table to table.

3. Each name must be enclosed in double quotation marks.

4. The function groups a selected set of rows into a set of summary rows by the values of one or more groupBy_columnName columns. One row is returned for each group.

The following example returns a summary of the reseller sales grouped around the calendar year and the product category name, this result table allows you to do analysis over the reseller sales by year and product category.

SUMMARIZE(ResellerSales_USD
      , DateTime[CalendarYear]
      , ProductCategory[ProductCategoryName]
      , "Sales Amount (USD)", SUM(ResellerSales_USD[SalesAmount_USD])
      , "Discount Amount (USD)", SUM(ResellerSales_USD[DiscountAmount])
      )

The following table shows a preview of the data as it would be received by any function expecting to receive a table:

SUMMARIZE with ROLLUP

SUMMARIZE(ResellerSales_USD
      , ROLLUP( DateTime[CalendarYear], ProductCategory[ProductCategoryName])
      , "Sales Amount (USD)", SUM(ResellerSales_USD[SalesAmount_USD])
      , "Discount Amount (USD)", SUM(ResellerSales_USD[DiscountAmount])
)

SUMMARIZE with ISSUBTOTAL

SUMMARIZE(ResellerSales_USD
      , ROLLUP( DateTime[CalendarYear], ProductCategory[ProductCategoryName])
      , "Sales Amount (USD)", SUM(ResellerSales_USD[SalesAmount_USD])
      , "Discount Amount (USD)", SUM(ResellerSales_USD[DiscountAmount])
      , "Is Sub Total for DateTimeCalendarYear", ISSUBTOTAL(DateTime[CalendarYear])
      , "Is Sub Total for ProductCategoryName", ISSUBTOTAL(ProductCategory[ProductCategoryName])
)