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Jihwan Kim

When do I use the MATCHBY DAX function in Power BI

In this writing, I want to share how I started to learn and practice the MATCHBY DAX function that came out in May 2023.


Link to Microsoft documentation: MATCHBY function (DAX) - DAX | Microsoft Learn


When I started using this function, I realized I might use this more when creating a calculated column using WINDOW family DAX functions.

For my practice purpose, I created a sample table like below.


Let's say, there is a request to create a calculated column that describes cumulative sales in each category.

The result looks like below.



I also tried a slightly different way to create the same result, but it showed an error.

This way of writing the calculated column came up to me because I thought SUMMARIZE(Data, Data[Category], Data[Sub_Category], Data[Product], Data[Sales]) and the table name Data are the same. But I was wrong.



The latter one, which showed an error, however, is a simpler way to create a calculated column that supposes to show the same result.

And now, this error can be fixed by using the MATCHBY DAX function inside the WINDOW DAX function.


I need to play with MATCHBY more, but for now, I start to enjoy using it.



Do you also have experiences that solved an error by using the MATCHBY DAX function? Then, please share it and I love to learn more about the power of the MATCHBY DAX function.


I hope this helps to start playing with the MATCHBY DAX function in Power BI.

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