Forum Discussion
Adding Totals to Matrix visual
- Anonymous2 years ago
Hi amit_maurya ,
I created some data:
Here are the steps you can follow:
1. Create calculated table.
Table 2 = SUMMARIZE( 'Table','Table'[Group],'Table'[Month],'Table'[Value])Table 3 = var _today=TODAY() var _table= SUMMARIZE( 'Table 2', 'Table 2'[Group], "Month","YTD Total", "Value", SUMX(FILTER(ALL('Table'),'Table'[Group]=EARLIER('Table 2'[Group])&&'Table'[Date]>=DATE(2022,7,1)&&'Table'[Date]<DATE(2023,3,1)),'Table'[Value])) return UNION( 'Table 2',_table)Table 4 = var _today=TODAY() var _table= SUMMARIZE( 'Table 3', 'Table 3'[Group], "Month","YTD To Go Total", "Value", SUMX(FILTER(ALL('Table'),'Table'[Group]=EARLIER('Table 3'[Group])&&'Table'[Date]>=DATE(2023,3,1)&&'Table'[Date]<DATE(2023,7,1)),'Table'[Value])) return UNION( 'Table 3',_table)2. Create measure.
Measure = IF( HASONEVALUE('Table 4'[Month]),MAX('Table 4'[Value]), SUMX( FILTER('Table 4', 'Table 4'[Month] in {"YTD Total","YTD To Go Total"}),[Value]))3. Matrix visual – Column subtotals – Column -- Modify Characters “Grand Total”.
4. Result:
Best Regards,
Liu Yang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly
2 Replies
- PijushRoyCommunity Champion
Hi amit_maurya
Please create measure for July, Aug, Sep, Oct, Nov, Dec, Jan, Feb, Mar, April, May & June
Then create measure for YTD Total = July+...+Feb
YTD to Go = Mar + June
Grand Total = YTD Total + YTD to go
Bring all measure in Matrix table Value field - AnonymousNot applicable
Hi amit_maurya ,
I created some data:
Here are the steps you can follow:
1. Create calculated table.
Table 2 = SUMMARIZE( 'Table','Table'[Group],'Table'[Month],'Table'[Value])Table 3 = var _today=TODAY() var _table= SUMMARIZE( 'Table 2', 'Table 2'[Group], "Month","YTD Total", "Value", SUMX(FILTER(ALL('Table'),'Table'[Group]=EARLIER('Table 2'[Group])&&'Table'[Date]>=DATE(2022,7,1)&&'Table'[Date]<DATE(2023,3,1)),'Table'[Value])) return UNION( 'Table 2',_table)Table 4 = var _today=TODAY() var _table= SUMMARIZE( 'Table 3', 'Table 3'[Group], "Month","YTD To Go Total", "Value", SUMX(FILTER(ALL('Table'),'Table'[Group]=EARLIER('Table 3'[Group])&&'Table'[Date]>=DATE(2023,3,1)&&'Table'[Date]<DATE(2023,7,1)),'Table'[Value])) return UNION( 'Table 3',_table)2. Create measure.
Measure = IF( HASONEVALUE('Table 4'[Month]),MAX('Table 4'[Value]), SUMX( FILTER('Table 4', 'Table 4'[Month] in {"YTD Total","YTD To Go Total"}),[Value]))3. Matrix visual – Column subtotals – Column -- Modify Characters “Grand Total”.
4. Result:
Best Regards,
Liu Yang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly