Forum Discussion
etane
Helper V
1 year agoIncorrect Matrix Total when using MAXX Measure
Hello. I have a dataset where I am using a measure to calculate the latest inputed forecast by Rep, Product and Calendar Year/Month via a MAXX function a key date column. The calculation is cor...
- 1 year ago
Hi etane
Could you please follow below steps:- Create a basic total (for reference)
Sum of Amount = SUM ( Data[Amount] )2.Naïve “latest forecast” (shows the total bug)
- Fix: make the Total sum rows
- Use ISINSCOPE to detect when you’re on a row vs. the total; at the total, sum each Rep’s row value.
Forecast Selected (naive) = VAR vLastDate = CALCULATE ( MAX ( Data[Date] ), REMOVEFILTERS ( Data[Date] ) ) RETURN CALCULATE ( SUM ( Data[Amount] ), Data[Date] = vLastDate )- This works per Rep row.
- At the Total, there’s no Rep in scope; it finds the overall max date (in the sample it’s 2025-04-01) and returns that single month’s amount (= 60,000).
Forecast Selected = IF ( ISINSCOPE ( Data[Rep] ), [Forecast Selected (naive)], SUMX ( VALUES ( Data[Rep] ), [Forecast Selected (naive)] ) )3.Build the matrix
- Rows: Data[Rep]
- Values: Sum of Amount, Forecast Selected
rohit1991
Super User
1 year agoHi etane
Could you please follow below steps:
- Create a basic total (for reference)
Sum of Amount = SUM ( Data[Amount] )
2.Naïve “latest forecast” (shows the total bug)
- Fix: make the Total sum rows
- Use ISINSCOPE to detect when you’re on a row vs. the total; at the total, sum each Rep’s row value.
Forecast Selected (naive) =
VAR vLastDate =
CALCULATE ( MAX ( Data[Date] ), REMOVEFILTERS ( Data[Date] ) )
RETURN
CALCULATE ( SUM ( Data[Amount] ), Data[Date] = vLastDate )
- This works per Rep row.
- At the Total, there’s no Rep in scope; it finds the overall max date (in the sample it’s 2025-04-01) and returns that single month’s amount (= 60,000).
Forecast Selected =
IF (
ISINSCOPE ( Data[Rep] ),
[Forecast Selected (naive)],
SUMX ( VALUES ( Data[Rep] ), [Forecast Selected (naive)] )
)
3.Build the matrix
- Rows: Data[Rep]
- Values: Sum of Amount, Forecast Selected
etane
Helper V
1 year agoThanks!