GroupBy and aggregate in DAX - powerbi

Question

I'm new to DAX queries and trying to create a DAX query equivalent to following SQL query.
SELECT Year, Company, SUM(Actual Sales) as Actual, SUM(Planned Sales) as Planned
FROM Sales
GROUP BY Year, Company
I'm not able to take aggregate of multiple columns after groupby in DAX. How can I resolve this?

Answer 1

There are actually a few ways in Power BI to do this kind of aggregation. Here are three different options with slightly different results from each other.
Option 1: Query Editor
In the query editor window, select Transform -> Group By...
... and configure it as shown below (make sure to click the Advanced option).
This results in the below. Note - this replaces the starting table.
Option 2: Measures
In the regular window (not the query editor used in option 1), click on Modeling -> New Measure...
... to create two measures using the formulas below.
Actual = SUM(Sales[Actual Sales])
Planned = SUM(Sales[Planned Sales])
Once those measures are created, a visual (a matrix in this case) can be created with the desired headers and values.
Option 3: Columns
Similarly to option 2, click on Modeling -> New Column...
... to create two columns using the formulas below.
Actual = CALCULATE(
SUM(Sales[Actual Sales]),
FILTER(
Sales,
Sales[Year] = EARLIER(Sales[Year]) &&
Sales[Company] = EARLIER(Sales[Company])
)
)
Planned = CALCULATE(
SUM(Sales[Planned Sales]),
FILTER(
Sales,
Sales[Year] = EARLIER(Sales[Year]) &&
Sales[Company] = EARLIER(Sales[Company])
)
)
Now the aggregations are in columns that can be used report visuals.