CALCULATE

Evaluates an expression in a modified filter context.

Note

There's also the CALCULATETABLE function. It performs exactly the same functionality, except it modifies the filter context applied to an expression that returns a table object.

Syntax

CALCULATE(<expression>[, <filter1> [, <filter2> [, …]]])

Parameters

Term Definition
expression The expression to be evaluated.
filter1, filter2,… (Optional) Boolean expressions or table expressions that defines filters, or filter modifier functions.

The expression used as the first parameter is essentially the same as a measure.

Filters can be:

  • Boolean filter expressions
  • Table filter expressions
  • Filter modification functions

When there are multiple filters, they can be evaluated by using the AND (&&) logical operator, meaning all conditions must be TRUE, or by the OR (||) logical operator, meaning either condition can be true.

Boolean filter expressions

A Boolean expression filter is an expression that evaluates to TRUE or FALSE. There are several rules that they must abide by:

  • They can reference columns from a single table.
  • They cannot reference measures.
  • They cannot use a nested CALCULATE function.

Beginning with the September 2021 release of Power BI Desktop, the following also apply:

  • They cannot use functions that scan or return a table unless they are passed as arguments to aggregation functions.
  • They can contain an aggregation function that returns a scalar value. For example,
    Total sales on the last selected date =
    CALCULATE (
        SUM ( Sales[Sales Amount] ),
        'Sales'[OrderDateKey] = MAX ( 'Sales'[OrderDateKey] )
    )
    

Table filter expression

A table expression filter applies a table object as a filter. It could be a reference to a model table, but more likely it's a function that returns a table object. You can use the FILTER function to apply complex filter conditions, including those that cannot be defined by a Boolean filter expression.

Filter modifier functions

Filter modifier functions allow you to do more than simply add filters. They provide you with additional control when modifying filter context.

Function Purpose
REMOVEFILTERS Remove all filters, or filters from one or more columns of a table, or from all columns of a single table.
ALL 1, ALLEXCEPT, ALLNOBLANKROW Remove filters from one or more columns, or from all columns of a single table.
KEEPFILTERS Add filter without removing existing filters on the same columns.
USERELATIONSHIP Engage an inactive relationship between related columns, in which case the active relationship will automatically become inactive.
CROSSFILTER Modify filter direction (from both to single, or from single to both) or disable a relationship.

1 The ALL function and its variants behave as both filter modifiers and as functions that return table objects. If the REMOVEFILTERS function is supported by your tool, it's better to use it to remove filters.

Return value

The value that is the result of the expression.

Remarks

  • When filter expressions are provided, the CALCULATE function modifies the filter context to evaluate the expression. For each filter expression, there are two possible standard outcomes when the filter expression is not wrapped in the KEEPFILTERS function:

    • If the columns (or tables) aren't in the filter context, then new filters will be added to the filter context to evaluate the expression.
    • If the columns (or tables) are already in the filter context, the existing filters will be overwritten by the new filters to evaluate the CALCULATE expression.
  • The CALCULATE function used without filters achieves a specific requirement. It transitions row context to filter context. It's required when an expression (not a model measure) that summarizes model data needs to be evaluated in row context. This scenario can happen in a calculated column formula or when an expression in an iterator function is evaluated. Note that when a model measure is used in row context, context transition is automatic.

  • This function is not supported for use in DirectQuery mode when used in calculated columns or row-level security (RLS) rules.

Examples

The following Sales table measure definition produces a revenue result, but only for products that have the color blue.

Examples in this article can be added to the Power BI Desktop sample model. To get the model, see DAX sample model.

Blue Revenue =
CALCULATE(
    SUM(Sales[Sales Amount]),
    'Product'[Color] = "Blue"
)
Category Sales Amount Blue Revenue
Accessories $1,272,057.89 $165,406.62
Bikes $94,620,526.21 $8,374,313.88
Clothing $2,117,613.45 $259,488.37
Components $11,799,076.66 $803,642.10
Total $109,809,274.20 $9,602,850.97

The CALCULATE function evaluates the sum of the Sales table Sales Amount column in a modified filter context. A new filter is added to the Product table Color column—or, the filter overwrites any filter that's already applied to the column.

The following Sales table measure definition produces a ratio of sales over sales for all sales channels.

Channel Sales Amount Revenue % Total Channel
Internet $29,358,677.22 26.74%
Reseller $80,450,596.98 73.26%
Total $109,809,274.20 100.00%
Revenue % Total Channel =
DIVIDE(
    SUM(Sales[Sales Amount]),
    CALCULATE(
        SUM(Sales[Sales Amount]),
        REMOVEFILTERS('Sales Order'[Channel])
    )
)

The DIVIDE function divides an expression that sums of the Sales table Sales Amount column value (in the filter context) by the same expression in a modified filter context. It's the CALCULATE function that modifies the filter context by using the REMOVEFILTERS function, which is a filter modifier function. It removes filters from the Sales Order table Channel column.

The following Customer table calculated column definition classifies customers into a loyalty class. It's a very simple scenario: When the revenue produced by the customer is less than $2500, they're classified as Low; otherwise they're High.

Customer Segment =
IF(
    CALCULATE(SUM(Sales[Sales Amount]), ALLEXCEPT(Customer, Customer[CustomerKey])) < 2500,
    "Low",
    "High"
)

In this example, row context is converted to the filter context. It's known as context transition. The ALLEXCEPT function removes filters from all Customer table columns except the CustomerKey column.

See also

Filter context
Row context
CALCULATETABLE function
Filter functions