matrix subtotal assistance

[ahhollan]

I have a table (shown below) and I want to create a matrix visual that shows the subtotal forecast by month for the Owning Org. I am new to DAX and was wondering how to do this. Currently, the matrix shows a sum total of the entire column (second image)

[tamerj1]

Hi @ahhollan 
How does your data model look like?

[ahhollan]

[tamerj1]

@ahhollan 

Which column connects the two fact table?

[ahhollan]

i did have it on month/yr but changed it to owning org and that made a difference.

[tamerj1 · Accepted solution]

@ahhollan 

now you can try

ForecastMeasure =
SUMX (
    VALUES ( 'Date'[Month] ),
    CALCULATE (
        SUM ( 'FY22 Lending Budget'[Forecast] ),
        FILTER (
            'FY22 Lending Budget',
            MONTH ( 'FY22 Lending Budget'[Month/YR] )
                = MONTH ( MAX ( 'Date'[Calendar Date] ) )
        )
    )
)