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jithinrg
Helper I
Helper I

Grand total displays the right amount, but the export data total displays a different amount

hi

I have created a dashboard with the financial sample data. the cumulative total shows correct value in the matrix, but when we export the data and do the sum, the value is different.

Fig 1: Power BI matrix table (highlighted table)

jithinrg_0-1675575030147.png

 

Fig2: Export

 

jithinrg_1-1675575094791.png

 

DAX:

1.

Sales =
SUM( financials[ Sales] )
 2. 
Selected Period =
SELECTEDVALUE( financials[Period] )
3.
Sales for Selected Period =
CALCULATE(
    [Sales],
    FILTER(
        financials,
        financials[Period] = [Selected Period]
    )
)

 

4. 

Cumulative Sales =
VAR _Periodcheck =
    CALCULATE(
        MAX( financials[Period] ),
        ALL( financials[Period] )
    )
RETURN
CALCULATE(
    SUM( financials[ Sales] ),
    FILTER(
        all (financials[Period] ),
        financials[Period] <= MAX( financials[Period])
    )
)
 
Any help on this is greatly appreciated.
Note that this dashboard has RLS and page level security.
2 REPLIES 2
jithinrg
Helper I
Helper I

Yes @amitchandak The report users are complaining this, because they are confused with the totals. Some transactions are missing, but the grand total is correct. Not sure this might be due to those transactions are filtered by the period filter. Any solution for this?

amitchandak
Super User
Super User

@jithinrg , Are you doing a manual total in excel? Because power bi recalculate the totals to correct then grand total

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