topic Correct Total value in Matrix using Switch Formula in DAX Commands and Tips

Correct Total value in Matrix using Switch Formula

reggiete2005 — Tue, 25 Jun 2024 16:28:00 GMT

Hello All,

I am needing help to correct my Total calculation in the below Switch formula, for now i set it to blank()

New_Outstanding =

VAR RoleName = SELECTEDVALUE(Loan_Contacts[ROLENAME])

RETURN

SWITCH(

TRUE(),

RoleName = "Closer", [KPI_CDSent],

RoleName = "Disclosure Tech", [KPI_DisclosuresSent],

RoleName = "Funder", [KPI_FundedPackagesSent],

RoleName = "Setup", [KPI_SubmittedToUW],

RoleName = "Underwriter", [KPI_InitialCreditDecisions],

BLANK()

)

Re: Correct Total value in Matrix using Switch Formula

Greg_Deckler — Tue, 25 Jun 2024 16:28:45 GMT

reggiete2005 First, please vote for this idea: https://ideas.powerbi.com/ideas/idea/?ideaid=082203f1-594f-4ba7-ac87-bb91096c742e

This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

Also: https://youtu.be/uXRriTN0cfY
And: https://youtu.be/n4TYhF2ARe8

Re: Correct Total value in Matrix using Switch Formula

reggiete2005 — Tue, 25 Jun 2024 17:23:30 GMT

Greg_Deckler That did not solve my issue. I need in the above Switch formula logic to summarize the totals for each month for each of the row totals for each RoleName

Re: Correct Total value in Matrix using Switch Formula

Anonymous — Wed, 26 Jun 2024 09:25:25 GMT

Greg_Deckler Thanks for your contribution on this thread.

Hi reggiete2005 ,

Please create another new measure as below and replace the original measure [New_Outstanding] on the matrix:

Measure = SUMX ( GROUPBY ( 'Loan_Contacts', 'Loan_Contacts'[CALENDAR_DATE].[Month], 'Loan_Contacts'[ROLENAME], 'Loan_Contacts'[NAME] ), [New_Outstanding] )

In addition, you can refer the following links to try to solve your problem...

Why Your Total Is Incorrect In Power BI - The Key DAX Concept To Understand

Dax for Power BI: Fixing Incorrect Measure Totals

If the above ones can't help you figure out, please provide some raw data in your table 'Loan_Contacts' (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It would be helpful to find out the solution. You can refer the following link to share the required info:

How to provide sample data in the Power BI Forum

And It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards