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bedata1's avatar
bedata1
Frequent Visitor
3 years ago
Solved

Matrix Total is not correct

Hi Community,    Situation I created a Matrix visual with two tables "GeneralLedgerEntries" (Actual Amount) & "Budget" (Budget Amount).  I created the follow DAX (with Date = 2023,01,31 --> this ...
  • FreemanZ's avatar
    FreemanZ
    3 years ago

    hi bedata1 

    try like:

    LE =
    var SelectedDate = Date(2023,01,31)
    var ActualAmount =
    CALCULATE(
        SUM(GeneralLedgerEntries[Amount]),     
        FILTER(GeneralLedgerEntries, GeneralLedgerEntries[Posting_Date] <= SelectedDate)
    )
    var BudgetAmount =    
    CALCULATE(
        SUM(Budget[Amount]),
        FILTER(Budget, Budget[Date] > SelectedDate)
    )
    return
        BudgetAmount + ActualAmount
tamerj1's avatar
tamerj1
Icon for Community Champion rankCommunity Champion
3 years ago

Hi bedata1 
Please try

LE =
SUMX (
    VALUES ( Budget[YearMonth] ),
    VAR SelectedDate =
        DATE ( 2023, 01, 31 )
    VAR ActualAmount =
        CALCULATE (
            SUM ( GeneralLedgerEntries[Amount] ),
            FILTER (
                GeneralLedgerEntries,
                GeneralLedgerEntries[Posting_Date] <= SelectedDate
            )
        )
    VAR BudgetAmount =
        CALCULATE (
            SUM ( Budget[Amount] ),
            FILTER ( Budget, Budget[Date] > SelectedDate )
        )
    RETURN
        IF (
            CALCULATE ( MAX ( Budget[Date] ) ) > SelectedDate,
            BudgetAmount,
            ActualAmount
        )
)