Correct Total value in Matrix using Switch Formula

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