DAX Formula to sum a column for all values EXCEPT those shown in the Pivot

pjmorris

Well-known Member
Hi, I have a simple transaction table with a column of dates, a column of Credits, and a column of Debits. I also have a Calendar table which is linked to the transactions table in PowerPivot. When showing a period of time say last year I need a measure that will sum all the credits in the transactions table that arent being shown in the pivot. So far I have this formula:

=Calculate(SUM(tblTransactions[Paid In]), ALLEXCEPT('Calendar 1','Calendar 1'[Dates]))

In the calendar table I have two columns in addition to the Dates, these are 'Financial Year' and 'Term' which are used as Slicers. There are three terms each year and so for example I want to show the detail of the 'Spring' term in FY 2019-20 and the pivot does this, but I cannot get the measure to calculate the sum of transactions[Paid In] for all financial years and terms excluding those selected. When it does work it would allow me to calculate the Opening Balance for the period under review (assumes we only ever looking at the most recent, but for now I'm content to do limit the functionality).

Excel Facts

What is =ROMAN(40) in Excel?
The Roman numeral for 40 is XL. Bill "MrExcel" Jelen's 40th book was called MrExcel XL.

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