Customized subtotals in formatted profit and loss power BI matrix not showing up

[aboen]

Hi,

Is anyone able to help with an issue I'm having?

I've created specific subtotals but they aren't showing up in my matrix table

This is the formula for the 'Actual P&L' measure and I've checked in a separate table that the totals measures are calculating correctly so I assume it may be something to do with a relationship? I can't figure out how to make both the categories and subtotals to show in this profit and loss.

Thank you

Astri

[v-yangliu-msft]

Hi  @aboen ,

After research, it is found that the strings in the measure are inconsistent with the strings in the matrix, and the strings in the measure lack spaces, which will lead to blank values.

You can add a space to the string in measure and make it consistent with the string in the matrix

Measure =
var CurrentItem=SELECTEDVALUE('FormatPL'[Lookup.AccountName])
return
SWITCH(
    TRUE(),
    MAX('FormatPL'[Lookup.AccountName])="TotalServiceIncome",111,
    MAX('FormatPL'[Lookup.AccountName])="Total Exoenses",222,
    MAX('FormatPL'[Amount]))

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.

[aboen]

Hi Liu,

Thank you for your reply and time to look into this!

I don't think this is the issue as my measure/formula is looking at this query 'LookupAccountName' which does not have spaces therefore adding those spaces don't make a difference

If you have any other suggestions that would be great

Thank you

Astri