Forum Discussion
Helper IDAX Measure: Incorrect Total of PBI vs Excel export
Hello,
I’ve found a solution that correctly calculates the Budget Balance total by using SUMMARIZE along with SUMX to iterate over the summarized table & ensure accurate aggregation.DAX Measure:
VAR Result = SUMMARIZE( 'Budgeted Suppliers', 'Budgeted Suppliers'[BUDGETID], "SupplierBalance", IF([Total YTD Budget] = 0, [OpenAging] * -1, [Total YTD Budget] - SUM('Transaction Detail'[Participation/Received])) ) RETURN SUMX(Result, [SupplierBalance])
This approach prevents Power BI from applying the calculation at the total level incorrectly and ensures the sum of row-level results matches the expected total.Thank you! Heope this helps!
Helper IHello,
I’ve found a solution that correctly calculates the Budget Balance total by using SUMMARIZE along with SUMX to iterate over the summarized table & ensure accurate aggregation.
DAX Measure:
VAR Result =
SUMMARIZE(
'Budgeted Suppliers',
'Budgeted Suppliers'[BUDGETID],
"SupplierBalance",
IF([Total YTD Budget] = 0, [OpenAging] * -1, [Total YTD Budget] - SUM('Transaction Detail'[Participation/Received]))
)
RETURN
SUMX(Result, [SupplierBalance])
This approach prevents Power BI from applying the calculation at the total level incorrectly and ensures the sum of row-level results matches the expected total.
Thank you! Heope this helps!