Forum Discussion
Wrong Subtotal
Dear geniusses,
I'm having an issue with the sub-totals once again. It seems even CHATGpt can't solve this, so I am praying that perhaps one of you can pin-point me in the right direction.
Super simple Data-Setup with 3 Tables (Demo-Data Link available here: https://www.dropbox.com/scl/fo/i6oeb9mvrypo4bawjwov1/h?dl=0&rlkey=vgd213f2hh34sf6aki42s62l7
- Sales Table (Item/SalesDate/Revenue)
- OpenOrders TAble (Item/ShippingDate/Revenue)
- Budget Table (Month/Value)
All of them are linked via one-to-many relationships with a DimDate Table.
Now I've created a few simple measures to demonstrate my issue:
- YTD Sales = SUM(Sales[Revenue])
- OpenOrders = SUM('Open Orders'[Revenue])
- Budget 2023 = sum(Budget[Budget Value])
- Remaining Budget Months = // It is June 2023 now. Here i only want to display values of future months ahead (so from July-December 2023). This is working fine
Remaining Budget =
VAR LastDateWithSales =
CALCULATE(
MAX(Sales[Sales Date]),
ALL( Sales)
)
VAR Result =
CALCULATE(
[Budget 2023],
KEEPFILTERS('Calendar'[Date] > LastDateWithSales)
)
RETURN
Result
// here I want to only show future months (anything > Present month)- S1: YTD + Open Orders // this is my very basic Scenario 1 (S1) preview of all of 2023, adding YTD Sales and adding the Open Orders outlook for the remainder of the year
S1: YTD + Open Orders =
[YTD Sales] + [Open Orders]
- S2: YTD + remaining Budget: and in this next part is where it doesn't add up for me: I want to display a Scenario where I take the YTD Sales from January-May, for the current month (June) I implement the MTD Sales + Open orders within June and from July onwards I would want it to refer to the "remaining Budget" column.
S2: YTD + remaining Budget =
VAR CurrentMonth = MONTH(TODAY())
RETURN
IF(
MONTH(MAX('Calendar'[Date])) = CurrentMonth,
[S1: YTD + Open Orders],
[YTD Sales] + [Remaining Budget]
)
So far so good. The values per Month seem to add up to where they should be, but the Grand total of S2 should not be €1.581 as it says. It should be €1.806. What seems to be missing in the total is the value of €225 from the Open Orders in June.
Any idea why it is doing this and how I could fix it?
Thank you so much for your help in advance.
Best,
Alex
There is a filter on the page with Calendar[Year] = 2023 as I'm only interested on the current year.
Hi awolf88 ,
Believe what you can do is a new measure with the following code:
Measure = SUMX(DISTINCT('Calendar'[MonthName]), [S2: YTD + remaining Budget])