Forum Discussion
Cumulative totals (rows)
What is the name of the column you used to give the Year values to the matrix (the field in the Columns field well). I assumed you have a column that has year values in it. Do you have an auto date hierarchy (i.e., you get .[Day], .[Month], etc. after your Date columns?). If not already, please put the same column that is currently on your matrix visual to get Year values inside the VALUES( ) in that measure.
Regards,
Pat
Anonymous this is what I will do, based on my measures, you can apply the same to your measure or the one you are using
DYTD = IF ( ISINSCOPE ( 'Calendar'[Year] ), TOTALYTD ( [Sales], 'Calendar'[Date] ), [Sales] ) * DIVIDE ( [Sales], [Sales] ) DYTD = SUMX ( VALUES ( 'Calendar'[Year] ), TOTALYTD ( [Sales], 'Calendar'[Date] ) ) * DIVIDE ( [Sales], [Sales] )I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡
Microsoft EmployeeTotals really aren't totals in Tables/Matrices. They are just the calculation of your measure w/o any of the column filters (in this case of a row total). To get that behavior, you can reference your existing measure in a new one like this
New Measure = SUMX(VALUES(Date[Year]), [Cumulative value by order date])
Replace Date[Year] with the Table[Column] used in columns on the matrix visual, and put that measure in place of your existing measure and you should get the correct numbers in both the Year columns and the total.
If this works for you, please mark it as the solution. Kudos are appreciated too. Please let me know if not.
Regards,
Pat
Hi mahoneypat This measure seems to be removing all context of the cumulative date pattern (summing 1, then 1+1, then 1+1+1 etc by date. Instead I am getting random values that are much much bigger than they should be.
I am not clear on what table(column) to add to the columns area (where I current have the date table value)? Perhaps once I have that fixed it will solve the issue above?
- mahoneypat
What is the name of the column you used to give the Year values to the matrix (the field in the Columns field well). I assumed you have a column that has year values in it. Do you have an auto date hierarchy (i.e., you get .[Day], .[Month], etc. after your Date columns?). If not already, please put the same column that is currently on your matrix visual to get Year values inside the VALUES( ) in that measure.
Regards,
Pat
Hi mahoneypat
Your formula is on the left. The one I was previously using is on the right.
Per my original issue, your formula correctly now totals up 2019 and 2010 at the row level....the problem is those values are not correct (the 2019 and 2020 totals on the right are).
For both the months and the years I am using the month and year from my date table (because the $ value these sums are based on is tied to Order Date...and there is a direct relationship to the date table).
Does that help? I'm still back at my original desire to have the values in the table on the right correctly sum in the total.
- mahoneypat
That's odd. I have a sandbox model and it seems to work as intended with similar data and same expressions. Please see pic below. Can you send upload the equivalent pic from your model? Are there other columns used in the matrix? FYI that the [TotalYTD Measure] is the same as your initial measure (where I also saw the total value matching the 2020 value).
Is this the kind of result you are looking for?
Regards,
Pat