Issues with totals in a report

[EmmaR]

Hello everyone,

I'm sharing some issues I'm facing in my Power BI report and seeking advice to resolve them.
Currently, I noticed that the total displayed at the bottom of the report matrix doesn't match the individual values in the matrix. Additionally, the totals seem to be incorrect based on the hierarchies used in my data model, which are in the rows of the report matrix.
To provide some context, I'm using a DAX formula to calculate a measure called 'RAE fin mois'. If a value is not available in one table, i'm using a sum from an other table. Here's the current formula:

RAE fin mois = 
VAR SelectedYearMonth = SELECTEDVALUE(CALENDAR[Année-Mois])
VAR LastDayOfMonth = EOMONTH(SelectedYearMonth, 0)

VAR ini_RAE_fin_mois = 
   CALCULATE(
       SUM(CHANGELOG[diffRAE]),
       FILTER(
           ALL('CALENDAR'[Année-Mois]),
           EDATE('CALENDAR'[Année-Mois],0) <= LastDayOfMonth
       )
   )

VAR ini2_RAE_fin_mois = 
   CALCULATE(
       SUM('TASKS'[RAE]),
       FILTER(
           ALL('CALENDAR'[Année-Mois]),
           EDATE('CALENDAR'[Année-Mois],0) <= LastDayOfMonth
       )
   )

RETURN
IF(ISBLANK(ini_RAE_fin_mois), ini2_RAE_fin_mois, ini_RAE_fin_mois)

I'm looking for solutions to fix these total issues. Any suggestions or advice would be greatly appreciated.
Thank you for your help!

[EmmaR]

Hi @govindarajan_d , 
Here is my table with the used columns. The third one is the final result I want. As you can see, the total up in the hierarchy is wrong, as well as the total in the bottom of my table.

[govindarajan_d]

Hi @EmmaR ,

Have the measure 'RAE fin mois' separate and create another measure like this:

MeasureYouNeed =
IF (
    ISINSCOPE ( Table[LowestLevelColumn] ),
    [RAE fin mois],
    SUMX ( Table, [RAE fin mois] )
)

Replace the Table with the name you have and LowestLevelColumn will be the column that you have at the last level of hierarchy. 

Please try this and let me know. 

[EmmaR]

Hi @govindarajan_d,

Thank you very much for your suggestion.

I tried implementing the solution you proposed by creating the 'MeasureYouNeed' measure, but unfortunately, it doesn't seem to be working in my case.

My 'RAE fin mois' measure is created within a measure group and is intended to be used with a date slicer to provide dynamic results based on the selected month. Since I don't have a dedicated table in this context, I'm not sure how I can use the SUMX function with VALUES on a specific column.

 Do you have any other suggestions or ideas on how I could approach this problem in my specific context?

Thank you for your invaluable assistance.

Best regards

Best regards,

[govindarajan_d]

Hi @EmmaR,

Do you think you can try using SUMMARIZE table which helps to generate a table on the fly? 

MeasureYouNeed =
IF (
    ISINSCOPE ( Table[LowestLevelColumn] ),
    [RAE fin mois],
    SUMX ( SUMMARIZE(Table, Column1, Column2, Column3), [RAE fin mois] )
)

If you have a sample data file, please upload it as pbix. Please make sure you remove all the sensitive information. 

[EmmaR]

Hello @govindarajan_d , how can I send my sample to you ? It seems that This type of file is not supported.

Best regards

[govindarajan_d]

Hi @EmmaR,

Please upload it in google drive and then share the link here, so that I can download.

Please make sure any sensitive data is removed.

[EmmaR]

Hi @govindarajan_d 

Here is the link to the pbix with the matrix i'm struggling with : https://drive.google.com/file/d/1vsZLmctqun2YrFngvgGs1hJXkTGu4mHt/view?usp=drive_link

I made sure to remove the sensitive data. 

Thank you very much for your help. 

[govindarajan_d]

Hi @EmmaR,

I have requested access to it.

[EmmaR]

Hi @govindarajan_d ,
I shared the element with you

[govindarajan_d]

Hi @EmmaR ,

In Power BI, totals are usually calculated by removing all the filter contexts and executing the measure. Sometimes, due to the way measures are they don't match and we use a IF condition to force the calculations to perform differently. 

Can you show us the table and show which columns you are using?