Excel sumifs and the powerpivot version help please

Question

very new to power pivot, can you help please?
In an excel table I was able to do the following...
=SUMIFS([GWP],[Date],[@Date],[PolType],[@PolType])
I have 60k rows where the above totals all GWP where the date & policy type match the individual record.  This in effect gives a subtotal, per date per policy type rather than doing it in a pivot table.  This works
nicely however it takes for ages to update, and calculate, also has issues when I then need to pivot table it.
As a result I'm trying to use powerpivot, as I understand it is better at dealing with these big calculations, I've tried the calculate formula, but I cannot understand how to have a rolling criteria in the field.  Like I can in my sumifs.
Thank you in advance for your help
Mathew

Answer 1

To duplicate your original SUMIF as a Calculated Column in PowerPivot you could use one of the following:
Using EARLIER():
=CALCULATE(
SUM(Table1[GWP]),
FILTER(
Table1,
Table1[Date] = EARLIER(Table1[Date]) &&
Table1[PolType] = EARLIER(Table1[PolType])
Using ALLEXCEPT:
=CALCULATE(
SUM(Table1[GWP]),
ALLEXCEPT(
Table1,
Table1[Date],
Table1[PolType]
Both should produce the same result as a Calculated Column.
The second version with ALLEXCEPT() should also work a Measure/Calculated Field:
ALLEXCEPT Measure:=
CALCULATE(
SUM(Table1[GWP]),
ALLEXCEPT(
Table1,
Table1[Date],
Table1[PolType]
The advantage of the measure is that it should return the expected result in a pivot and filtering dynamically.
Your final measure would then be:
Percent GWP:=
SUM(Table1[GWP])/[ALLEXCEPT Measure]
In all examples, replace 'Table1' with your actual table name in Power Pivot.