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Anonymous
Not applicable

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

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):

 

aarcheco_4-1701127248919.png

 

 

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

aarcheco_1-1701126917084.png

 

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!):

 

aarcheco_5-1701127404524.png

 

 

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!

 

 

 

 

 

 

1 ACCEPTED SOLUTION
v-zhangti
Community Support
Community Support

Hi, @Anonymous 

 

You can try the following methods.

vzhangti_0-1701225753258.png

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

vzhangti_1-1701225773622.png

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.

View solution in original post

1 REPLY 1
v-zhangti
Community Support
Community Support

Hi, @Anonymous 

 

You can try the following methods.

vzhangti_0-1701225753258.png

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

vzhangti_1-1701225773622.png

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.

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