DAX – SUMMARIZE function

Returns a summary table for the requested totals over a set of groups. It comes under Table Manipulation DAX Functions category.

Syntax:

SUMMARIZE (<table>, <groupBy_columnName>, <groupBy_columnName> …, 
   <name>, <expression> …)

Description:

S no.	Parameter	Description
1	table	Any DAX expression that returns a table of data.
2	groupBy_columnName	(Optional) 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.
3	name	The name given to a total or summarize column, enclosed in double quotes.
4	expression	Any DAX expression that returns a single scalar value, where the expression is to be evaluated multiple times (for each row/context).

Let’s begin with an example. You can download the sample dataset from the link below:

• SuperStoreUS-2015.xlxs

Step 1: Go to Modeling tab and click to Table

Step 2: DAX for Summarize table

Summarize Table =

SUMMARIZE(Orders,--- Table Name
Orders[Region], Orders[Product Category],--- Group by columns name
"Total Sale", SUM(Orders[Sales]),--- New column name with expression
"Total Profit", SUM(Orders[Profit]),--- New column name with expression
"Total Discount", SUM(Orders[Discount]),--- New column name with expression
"Total UnitPrice", SUM(Orders[Unit Price])--- New column name with expression

)

Output

Now you can perform other operations with this summarize table-

East Sale = CALCULATE(
SUM('Summarize Table'[Total Sale]),
FILTER('Summarize Table', 'Summarize Table'[Region]="East"))

Summarize DAX with Filter

Summarize Table with filter =
SUMMARIZE(Orders,
Orders[Region], Orders[Product Category],
"Total Sale", SUMX(FILTER(Orders, Orders[Region] in {"East","Central"}), Orders[Sales]),
"Total Profit", SUM(Orders[Profit]),
"Total Discount", SUM(Orders[Discount]),
"Total UnitPrice", SUM(Orders[Unit Price])
)

Output:

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