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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)
Solved! Go to Solution.
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] ) )
)
)
)
i did have it on month/yr but changed it to owning org and that made a difference.
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] ) )
)
)
)
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