Amounts being summed in table visual, instead of showing non-summarized

Anonymous — Mon, 27 Nov 2023 23:31:59 GMT

I am trying to put together a visual that shows the amount paid to Capital Guardians and comare it to the ITF Reduction amount at the end of every month (example below):

However, the ITF Reduction amount (in yellow) is displaying/repeating the summarized aggregate of all amounts from the source table (see below):

The visual needs to show the $92, $90, $96 etc in their respective dates, instead of just repeating the total $467.60.

I think the issue is something to do with the way I have built the relationships between the tables and calendar table (as this isn't my technical strongpoint!):

In trying to self-resolve, I have found that when i switch ON the relationship between CRP (which houses ITF reduction amount) and the calendar (and switch OFF the relationship between Capital Guardians and calendar), I get the reverse of this issue where the ITF Reduction amount is showing individual amounts per month correctly, however Capital Guardians amounts are summarized/aggregated.

Any advice would be much appreciated!

Re: Amounts being summed in table visual, instead of showing non-summarized

v-zhangti — Wed, 29 Nov 2023 02:43:45 GMT

Hi, Anonymous

You can try the following methods.

Measure = CALCULATE(MAX('Table'[ITF Reduction amount]),FILTER(ALL('Table'),[End of month]=SELECTEDVALUE('Date'[End of month])))

Is this the result you expect? Please see the attached document.

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

topic Amounts being summed in table visual, instead of showing non-summarized in DAX Commands and Tips

Amounts being summed in table visual, instead of showing non-summarized

Re: Amounts being summed in table visual, instead of showing non-summarized