Roll-Up total doesn't add up

[JulienZH]

Hi,

I'm having a hard time figuring out why my total doesn't add up. Would anyone be able to help me figure out how to fix it ?
The DAX for the total probably should have a different expression, hence the switch(), but I just don't know what would be correct.

Thanks!

[JulienZH]

Thanks for the reply! Unfortunately still not adding up.

[bcdobbs]

Ignore request for PBIX File.

Try this:

SUMX(
	VALUES( M_Countries[Country] ),
	
	VAR = ....
	VAR = ....
	VAR = ....
	
	
	
	RETURN (Growth_Rate - Assumed_Rate) * (OUE_pct_var * OUE_over_NEP + ULAE_pct_var * ULAE_over_NEP)
	)

The VAR = bits is you existing code. I've just wrapped the whole thing in an iterator over countries.

[JulienZH]

I hope I understood you well. If so, it still does not work.
I can t find a way to share the Power BI, the company is pretty strict. I'm waiting for an approval to share dummy data though.

[bcdobbs]

Not quite, you needed a single SUMX round the whole lot. If you paste just the DAX code in text form I'll edit and send back.

[JulienZH]

Hmm, I did try at first this way but DAX error

Here's the text:

Test = 
SUMX(VALUES( M_Countries[Country] ),
    VAR Growth_Rate=CALCULATE(SUM(EFC[Value]),EFC[KPI]="NEP",ALL('Axis'), 'Axis'[Period]="EFC1")
    - CALCULATE(SUM(EFC[Value]),EFC[KPI]="NEP",ALL('Axis'), 'Axis'[Period]="FC")
    VAR Assumed_Rate=CALCULATE(SUM(EFC[Value]),EFC[KPI]="Assumed Rate",ALL('Axis'), 'Axis'[Period]="EFC1" )

    VAR OUE_over_NEP= DIVIDE(CALCULATE(SUM(EFC[Value]),EFC[KPI]="OUE",ALL('Axis'), 'Axis'[Period]="FC" ),CALCULATE(SUM(EFC[Value]),EFC[KPI]="NEP",ALL('Axis'), 'Axis'[Period]="FC" ),0)
    VAR OUE_pct_var= CALCULATE(SUM('Variable Costs'[% OUE]))

    VAR ULAE_over_NEP=DIVIDE(CALCULATE(SUM(EFC[Value]),EFC[KPI]="ULAE",ALL('Axis'), 'Axis'[Period]="FC" ),CALCULATE(SUM(EFC[Value]),EFC[KPI]="NEP",ALL('Axis'), 'Axis'[Period]="FC" ),0)
    VAR ULAE_pct_var= CALCULATE(SUM('Variable Costs'[% ULAE]))
)
RETURN
IF (SELECTEDVALUE ( 'Axis'[Period] ) <> "EFC1",BLANK (),
(Growth_Rate - Assumed_Rate) * (OUE_pct_var * OUE_over_NEP + ULAE_pct_var * ULAE_over_NEP))

[bcdobbs · Accepted solution]

Test = 
SUMX(
	VALUES( M_Countries[Country] ),
    
    VAR Growth_Rate =
    	CALCULATE(SUM(EFC[Value]),EFC[KPI]="NEP",ALL('Axis'), 'Axis'[Period]="EFC1")
    	- CALCULATE(SUM(EFC[Value]),EFC[KPI]="NEP",ALL('Axis'), 'Axis'[Period]="FC")
    
    VAR Assumed_Rate=
    	CALCULATE(SUM(EFC[Value]),EFC[KPI]="Assumed Rate", ALL('Axis'), 'Axis'[Period]="EFC1" )

    
    VAR OUE_over_NEP = 
    	DIVIDE(
    		CALCULATE(SUM(EFC[Value]),EFC[KPI]="OUE",ALL('Axis'), 'Axis'[Period]="FC" ),
    		CALCULATE(SUM(EFC[Value]),EFC[KPI]="NEP",ALL('Axis'), 'Axis'[Period]="FC" )
    		,0)
    
    VAR OUE_pct_var = 
    	CALCULATE(SUM('Variable Costs'[% OUE]))

    VAR ULAE_over_NEP=
    	DIVIDE(
    		CALCULATE(SUM(EFC[Value]),EFC[KPI]="ULAE",ALL('Axis'), 'Axis'[Period]="FC" ),
    		CALCULATE(SUM(EFC[Value]),EFC[KPI]="NEP",ALL('Axis'), 'Axis'[Period]="FC" )
    		,0)
    
    VAR ULAE_pct_var= CALCULATE(SUM('Variable Costs'[% ULAE]))

	RETURN
	
	IF (
		SELECTEDVALUE ( 'Axis'[Period] ) <> "EFC1",
		BLANK (),
		(Growth_Rate - Assumed_Rate) * (OUE_pct_var * OUE_over_NEP + ULAE_pct_var * ULAE_over_NEP)
	)
)

You'd closed the SUMX to early. Hope the above now works!

[JulienZH]

THANK YOU ! 😍

[bcdobbs]

Are you able to supply a pbix file with some dummy data in it?

[bcdobbs]

Replace the return with this:

RETURN

SUMX(
	M_Countries[Country],
	(Growth_Rate - Assumed_Rate) * (OUE_pct_var * OUE_over_NEP + ULAE_pct_var * ULAE_over_NEP)
	)
	

It forces the calculation to be done one country at the time and then adds the result.

Within a row there is only one country so you get the result back. In the total it adds up each country.

[bcdobbs]

Sorry I missed a VALUES!
Should have read:

RETURN

SUMX(
	VALUES( M_Countries[Country] ),
	(Growth_Rate - Assumed_Rate) * (OUE_pct_var * OUE_over_NEP + ULAE_pct_var * ULAE_over_NEP)
	)