SUMMARIZE

How to Use the Power BI DAX function SUMMARIZE

What is the SUMMARIZE Function?

The SUMMARIZE function in DAX allows you to group data from one or more columns and summarize the data based on a specified aggregation function. This function is particularly useful when you want to analyze a large amount of data and want to summarize it into a more concise format.

To use the SUMMARIZE function, you need to specify the table name, and the columns that you want to group by. You can also specify the columns that you want to aggregate, and the aggregation function that you want to apply to those columns.

Syntax

The syntax for the SUMMARIZE function is as follows:


SUMMARIZE( table, grouping_column1 [, grouping_column2, …],

expression1 [, expression2, …])


- **table:** The name of the table that contains the data you want to summarize.

- **grouping_column(s):** The name of the column or columns that you want to group the data by.

- **expression(s):** The name of the column or columns that you want to aggregate, along with the aggregation function that you want to apply.

Example

Let's take a look at an example to better understand how the SUMMARIZE function works.

Suppose we have a sales table that contains the following columns:

- Date

- Product

- Sales Amount

We want to group the sales data by product and month, and calculate the total sales amount for each group. To do this, we can use the following DAX formula:


SUMMARIZE(

Sales,

Sales[Product],

YEAR(Sales[Date]), MONTH(Sales[Date]),

“Total Sales Amount”, SUM(Sales[Sales Amount])

)


In this formula, we have specified the Sales table as our data source, and we have grouped the data by Product, Year, and Month columns. We have also specified that we want to aggregate the Sales Amount column and calculate the total sales amount for each group.

Benefits of Using SUMMARIZE Function

The SUMMARIZE function offers several benefits that can help you to better understand and analyze your data.

Grouping Data

One of the primary benefits of using the SUMMARIZE function is its ability to group data. By grouping data, you can see how different categories or groups of data are performing. This can help you to identify trends, patterns, and anomalies in your data.

Summarizing Data

Another benefit of using the SUMMARIZE function is its ability to summarize data. By summarizing data, you can see the big picture and identify areas that require attention. You can also identify areas where you are performing well and where you can improve.

Saving Time

The SUMMARIZE function can also save you time by automating the process of summarizing and aggregating data. Instead of manually calculating the data, you can use the SUMMARIZE function to automate the process and get the results you need quickly.

The SUMMARIZE function in Power BI is a powerful tool that allows you to group and summarize data based on a specified aggregation function. By using this function, you can gain insights into your data and make informed decisions. With its ability to group data, summarize data, and save time, the SUMMARIZE function is a valuable addition to any Power BI user's toolkit.

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