Summarize Function in Power BI

The summary table is what end users would like to see from a large amount of data. With MS Excel users, we can use PivotTables to drag and drop the table fields to get the summary table. With Power BI, we can use visuals to get the summary table or visual, but one thing you need to learn in Power BI is DAX formulasPower BI Is DAX FormulasIn Power Bi, DAX stands for Data Analysis and Expression and is a functional language that represents all of the functions in Excel and Power BI. Formulas in Power BI can be created using the DAX language.read more. One such formula is the SUMMARIZE DAX function. This article will take you through this SUMMARIZE DAX function in detail with practical examples.

What Does SUMMARIZE Function Do in Power BI?

As the word itself says, SUMMARIZE will summarize the huge number of data rows into one table with a provided criteria column. For example, you may have multiple city sales values. Still, each city has multiple rows of transactions, so using the SUMMARIZE function, we can create a summary table where each city will have only one-row transactions with the summarized line.

Below is the syntax of the SUMMARIZE function in Power BI.

  • Table Name: First we need to mention the table name that we are summarizing.Group by Column Name1: From the Table, we need to mention what is the column we are summarizing.Group by Column Name2: From the Table, we need to mention what is the second column we are summarizing.Name 1: What is the name for the summarizing column?Expression 1: What is the kind of summarization you want to do?? Whether you want to sum, whether you want to take the average of the column or some other kind of calculation.Name 2: What is the name for the second summarizing column?Expression 2: What is the kind of summarization you want to do for the second column??

These are parameters of the power BIParameters Of The Power BIA parameter means having different kinds of scenarios to look at the final outcome of any of the project. Using the parameter slicer in Power BI, you can view different results at different inputs.read more SUMMARIZE function.

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Examples of SUMMARIZE Function in Power BI

Below are examples of the SUMMARIZE function in Power BI. You can download the workbook using the same file we used in this example.

Example #1

Example #2

Imagine summarizing the data based on the “State” and the “Category” columns. So, this is where we need to use multiple conditions of SUMMARIZE function.

Everybody must remember that the “SUMMARIZE” function groups the data in a new table. Therefore, we can apply the SUMMARIZE function only when we create a new table, so it cannot be used as a “NEW COLUMN” or “NEW MEASURE.”

As you can see, we have a new table together here. Thanks to the SUMMARIZE function.

  • First, mention the SUMMARIZE function in the new table and choose the column to be summarized and the first group by column as “State.”

  • Now, we have mentioned the two-level group by columns. Now, give a name for the new column as “Sales Value.”

  • Expression1 will add all the sales values, so use the SUM function to summarize the “Sale Value” column.

  • We are done. Close the bracket and press the “Enter” to get the new summarized table.

Here, we have the new SUMMARIZED table, which we have summarized based on “State” and “Category.”

Note: We can also download Power BI SUMMARIZED function file from the link below and view the final output.

Things to Remember Here

This article has been a guide to Power BI SUMMARIZE. Here, we discuss using the SUMMARIZE function in Power BI to summarize a large amount of data into one table, along with examples. You may learn more about Power BI from the following articles: –

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