How to add matrix column totals based on year?

[wiranqa]

I have a matrix with Parent, Customer, and PL5 Segment as the rows, NPS as the values, and DateFormat as the columns. i have 2024 and 2025 data and there is a slicer for the user to select what months they want to look at. I am trying to add total columns based on year, one for 2024 and one for 2025. is there a way to add in a total column that sums the filtered months columns based on the months selected?

[v-nmadadi-msft]

Hi @wiranqa ,

As we haven’t heard back from you, we wanted to kindly follow up to check if the solution provided by the community members for the issue worked. If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Thanks 

[v-nmadadi-msft]

Hi @wiranqa ,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If our responses has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.

Thank you.

[v-nmadadi-msft]

Hi @wiranqa ,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[v-nmadadi-msft · Accepted solution]

Hi @wiranqa ,
Thanks for reaching out to the Microsoft fabric community forum.

Please check if this is your desired output

I was able to create it using the DAX  measure mentioned by @pankajnamekar25  , uploading the .pbix file for reference, please let us know how you would like us to modify the output if this is not your desired result.

If you find this post helpful, please mark it as an "Accept as Solution" and consider giving a KUDOS. Feel free to reach out if you need further assistance.
Thanks and Regards

[mdaatifraza5556]

Hi @wiranqa 

Can you please clarify that the result you want is what I have done?

If yes, then follow the steps below.

1. Created three measures
     

NPS = SUM('NPSData'[NPS])

----------------------------------------------------------------------------

Total NPS 2024 =

CALCULATE(

    [NPS],

    'DateTable'[Year] = 2024,

    KEEPFILTERS(VALUES('DateTable'[DateFormat]))

)

------------------------------------------------------------------------------

Total NPS 2025 =

CALCULATE(

    [NPS],

    'DateTable'[Year] = 2025,

    KEEPFILTERS(VALUES('DateTable'[DateFormat]))

)

If this answers your questions, kindly accept it as a solution and give kudos.

[wiranqa]

I dont want a total for each month. I only need one total for each year at the end like a column grand total

[mdaatifraza5556]

Hi @wiranqa 

Can you check this? Do you want this as your result?
If yes then remove DateFormat from the Columns area.

If this answers your questions, kindly accept it as solution and give kudos

[pankajnamekar25]

@wiranqa 

you can create 2 measure for each year and it will respect month selection

Total 2024 =

CALCULATE(

    SUM('YourTable'[NPS]),

    YEAR('YourTable'[DateFormat]) = 2024

)

Total 2025 =

CALCULATE(

    SUM('YourTable'[NPS]),

    YEAR('YourTable'[DateFormat]) = 2025

)

Thanks,
 Pankaj Namekar | LinkedIn

If this solution helps, please accept it and give a kudos (Like), it would be greatly appreciated.

[wiranqa]

If I do this, I get each measure for every month. I need to see the total for each year once at the end based on the selected months