Hi @ericdao,
First. Thanks for a clear description of your requirement and providing a PBIX
Your model didn’t include a Date table, I’ve added one but please review the relevant content added below as to why it is important to include that in your model.
Next I created this measure:
Negative Sales by Customer v2 =
SUMX(
SUMMARIZE( Sales, Sales[Customer ID], Dates[Date] ),
IF( [Total Sales] <0, [Total Sales], BLANK() )
)
with this result.
.
I hope this is helpful. Here’s your PBIX.
Negative sales.pbix (86.9 KB)