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dino19547's avatar
dino19547
Regular Visitor
4 years ago
Solved

Subtotal not Matching Detailed Items

 Hi PBI community,

 

I am having issues with subtotals not adding up to total items in a category in a matrix.

 

My goal is to get the quantities sold for a Product.

 

For this I need to multiply:

  • Qantity (Cartons) column in Sales Table x
  • Qty per Carton column in Product Table

This is my measure formula:

Qty Sold = SUM(Sales[Quantity]) * SUM(Products[Unit])

 

And this is an example of my two tables above:

Product Table  
   
SKUCheese TypeQty in Carton
Brie01Brie10
Brie02Brie10
Brie03Brie10
Camembert01Camembert5

 

Sales Table 
  
SKUQty Sold
Brie011
Brie021
Brie031
Camembert013

 

As evident they are joined by the SKU column which has unique values.

 

Now, when filtering by "Cheese Type" I am expecting to obtain

 

  • 30 for Brie (10 x 1) + (10 x 1) + (10 x 1) and
  • 15 for Camembert (5 x 3)

Since Camembert is a unique value at both SKU and Cheese Type level - there are no issues returning the correct amount

 

However for Brie subtotal - instead of 30, I obtain 90 - which I believe happens because the engine is multiplying by 3 when finding 3 types of Brie cheese products.

 

What's the most effective way to deal with these type of issues 

  • Hi dino19547 ,

     

    Try using following measure:

     

     

     

    Qty Sold2 = SUMX(VALUES('Table (3)'[SKU]),(CALCULATE(SUM('Table (3)'[Qty Sold])* SUM('Table (2)'[Quantity in Carton]))))
     
     
    Mark this as a solution, if I answered your question. Kudos are always appreciated.
    Thanks

     

4 Replies

  • Tanushree_Kapse's avatar
    Tanushree_Kapse
    Impactful Individual

    Hi dino19547 ,

     

    Try using following measure:

     

     

     

    Qty Sold2 = SUMX(VALUES('Table (3)'[SKU]),(CALCULATE(SUM('Table (3)'[Qty Sold])* SUM('Table (2)'[Quantity in Carton]))))
     
     
    Mark this as a solution, if I answered your question. Kudos are always appreciated.
    Thanks

     

    • Tanushree_Kapse's avatar
      Tanushree_Kapse
      Impactful Individual
      Great!
      Please Mark this as a solution, if I answered your question. Kudos are always appreciated.
      Thanks
  • dino19547's avatar
    dino19547
    Regular Visitor

    Hi Tanushree, may I ask - why does your solution work with Values(Table[SKU] and not with Values(Table[Cheese Type] under this filter context? Sorry this is a burning question I have!