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ayup's avatar
ayup
Icon for Helper I rankHelper I
9 years ago
Solved

Column with SUM summarization being treated as DISTINCT instead

Hi there

 

Got a strange problem that I'm hoping someone can help me with.

 

I've imported a financial data source into PBI Desktop that includes two columns that hold monetary amounts - ENTERED_AMOUNT and ACCOUNTED_AMOUNT.  After importing the data, as expected/required, PBI has defined both fields with a Data Type of "Decimal Number" and a Default Summarization of "Sum":

 

However, when displaying these fields together in a table visual, PBI seems to be treating the summarization of ACCOUNTED_AMOUNT as though it is a "Distinct":

Note that there is no totalling on ACCOUNTED_AMOUNT and the values displayed are distinct values for the column for the data being filtered.

 

However, if I use a matrix visual instead, both fields are displayed as expected:

 

I can work around this problem by creating a separate measure that performs a sum against ACCOUNTED_AMOUNT:

 

Any ideas why the default summarization is behaving this way?

Need Help
  • ayup's avatar
    ayup
    9 years ago

    Thanks for you response.

     

    The column has been decimal all along.

     

    I think I'm going to call this one as resolved - having changed the summarization on the visual level to "Sum" on the offending visual, I can no longer reproduce the issue.  Any new visual that I created that includes ACCOUNTED_ACCOUNT is correctly inheriting the Default Summarization of "Sum".  However, I am confident that I have, at no point changed the Default Summarization value; nor have deliberately changed the column's summarization at the visual level.

     

    Anyhow, this issue is not significant enough to worry about.

3 Replies

  • ayup's avatar
    ayup
    Icon for Helper I rankHelper I
    9 years ago

    I've work out what's going on here but not why.  It seems that the default summarization has not been carried down to the table visual for ACCOUNTED_AMOUNT - this was set to "Do not summarize" - but it was carried down for ENTERED_AMOUNT.  Changing the summarization on the column at the visual level fixes the problem.

     

    However, I still don't understand why the visual in not inheriting the default summarization that is defined against ACCOUNTED_AMOUNT.

    • vanessafvg's avatar
      vanessafvg
      Icon for Community Champion rankCommunity Champion
      9 years ago

      was the data type a decimal when you dragged it in the visual first time? did you create any relationships using it?  just throwing those out there.   must be a logical reason

      • ayup's avatar
        ayup
        Icon for Helper I rankHelper I
        9 years ago

        Thanks for you response.

         

        The column has been decimal all along.

         

        I think I'm going to call this one as resolved - having changed the summarization on the visual level to "Sum" on the offending visual, I can no longer reproduce the issue.  Any new visual that I created that includes ACCOUNTED_ACCOUNT is correctly inheriting the Default Summarization of "Sum".  However, I am confident that I have, at no point changed the Default Summarization value; nor have deliberately changed the column's summarization at the visual level.

         

        Anyhow, this issue is not significant enough to worry about.