DAX SUM and SUMX functions

DAX for Power BI and Power Pivot – SUM and SUMX Functions

The role of both the SUM and SUMX functions in DAX are to add numerical data together.  Yet both these functions are rather different.

Lets talk about the SUM function first.  The SUM function is simple.  It takes a column of data and adds the values to give a total.  The syntax is SUM(<column>).  It works like the sum function in Excel however Excel works on cell references or cell ranges and DAX works in columns.

But if you want to filter the data which you are adding, then you need to use the SUMX function. The Syntax is SUMX(<table>,<expression> ).  it takes a table that contains the rows for which an expression (or the formula) is to be evaluated.  It then takes the expression to be calculated (or evaluated) on each row of the selected table.

Comparing DAX SUMX to Excel, you could say it works a bit like SUMProduct and complex Array formula.

In this video we are going to look at both SUM and SUMX in DAX.  We will use Power Pivot in our example, but this works just the same in Microsoft Power BI.  You might already know these functions, but just know that they work.  If you really want to master DAX and understand how it works, I would suggest that you have a look at the video anyway as you may learn how these functions work.

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