Forum Discussion

zraopingm's avatar
zraopingm
Helper IV
1 year ago
Solved

CALCULATION GROUP TOTAL DOES NOT TOTAL RIGHT

Hello Friends, 

Ref: Calculation group 

I followed learn instructions and created below 3 calculation items image 1 and used them in the report..

the line items are correct, but the totals see image 2 are not..

item Current column total of 533mln is fine, but Previous mth and Mth change colmns seems taking 2023 Sep current balance and the diff...

I just can't figure out why?? Please help... 

 

thank you

Zoey

 

 

 

Need Help
  • Jihwan_Kim's avatar
    Jihwan_Kim
    1 year ago

    Hi,

    I tried to create a sample pbix file like below, and please check the below picture and the attached pbix file.

     

     

     

     

     

     

    Current = SELECTEDMEASURE()

     

    Previous_Month = 
SUMX (
    VALUES ( 'calendar'[Year-Month] ),
    CALCULATE ( SELECTEDMEASURE (), PREVIOUSMONTH ( 'calendar'[Date] ) )
)

     

    Month_Change = 
SELECTEDMEASURE ()
    - SUMX (
        VALUES ( 'calendar'[Year-Month] ),
        CALCULATE ( SELECTEDMEASURE (), PREVIOUSMONTH ( 'calendar'[Date] ) )
    )

     

3 Replies

  • Jihwan_Kim's avatar
    Jihwan_Kim
    Super User
    1 year ago

    Hi,

    I tried to create a sample pbix file like below, and please check the below picture and the attached pbix file.

     

     

     

     

     

     

    Current = SELECTEDMEASURE()

     

    Previous_Month = 
SUMX (
    VALUES ( 'calendar'[Year-Month] ),
    CALCULATE ( SELECTEDMEASURE (), PREVIOUSMONTH ( 'calendar'[Date] ) )
)

     

    Month_Change = 
SELECTEDMEASURE ()
    - SUMX (
        VALUES ( 'calendar'[Year-Month] ),
        CALCULATE ( SELECTEDMEASURE (), PREVIOUSMONTH ( 'calendar'[Date] ) )
    )

     

    • zraopingm's avatar
      zraopingm
      Helper IV
      1 year ago

      Thank you!!! it works!

      Question: I tried to turn off subtotal from calculating items "current" and "previous mth" and only want to leave mth_change item with the total on.. 

      I can understand why but at the same time, it is not super flexible. 

      thank you for your time 

      Zoey

       

       

       

       

       

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi zraopingm,

    I think your issue is based on your data model. Here I will give you some suggestion. You can try SUMX() to get correct subtotal by [MTH_CHANGE].

    MTH_CHANGE(New) =
SUMX ( SUMMARIZE ( 'TableName', [Fiscal Year], [Year Month] ), [MTH_CHANGE] )

    If this reply still couldn't help you solve your issue, please share a sample file with us and this will make it easier for us to find the solution.

     

    Best Regards,
    Rico Zhou

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.