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EnrichedUser's avatar
EnrichedUser
Icon for Helper III rankHelper III
4 years ago
Solved

Incorrect Totals - Matrix

Good Day!   I think I have a rather complex situation and would greatly apprecaite some help.    Specifically, I am not able to correctly determine the row, column or grand totals at the 'Site' l...
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  • EnrichedUser's avatar
    EnrichedUser
    4 years ago
    Customer Inflation with Fixed Totals = 
VAR vTable = 
ADDCOLUMNS(
    SUMMARIZE('Invoice History',
        'Date'[Fiscal Year Number],
        'Date'[Month],
        'Invoice History'[Site],
        'Invoice History'[Item Number]
    ),
    "@inflation", [Customer Inflation]
)
VAR TotalInflation =
    SWITCH(
        TRUE(),
        HASONEVALUE('Date'[Month]) && HASONEVALUE('Invoice History'[Item Number]),
            [Customer Inflation],   // Base data
        HASONEVALUE('Date'[Month]),  
            CALCULATE(
                SUMX( vTable,
                [@inflation]
                )
            ),                                                                      // column totals,
        HASONEVALUE('Invoice History'[Item Number]),                                // row totals
            CALCULATE(
                SUMX(
                    vTable,
                    [@inflation]
                ),
                VALUES('Date'[Month])
            ),                                                                      // grand total
        SUMX(
            vTable,
            [@inflation]
        )
    )
RETURN
    TotalInflation

    Working solution

EnrichedUser's avatar
EnrichedUser
Icon for Helper III rankHelper III
4 years ago
Customer Inflation with Fixed Totals = 
VAR vTable = 
ADDCOLUMNS(
    SUMMARIZE('Invoice History',
        'Date'[Fiscal Year Number],
        'Date'[Month],
        'Invoice History'[Site],
        'Invoice History'[Item Number]
    ),
    "@inflation", [Customer Inflation]
)
VAR TotalInflation =
    SWITCH(
        TRUE(),
        HASONEVALUE('Date'[Month]) && HASONEVALUE('Invoice History'[Item Number]),
            [Customer Inflation],   // Base data
        HASONEVALUE('Date'[Month]),  
            CALCULATE(
                SUMX( vTable,
                [@inflation]
                )
            ),                                                                      // column totals,
        HASONEVALUE('Invoice History'[Item Number]),                                // row totals
            CALCULATE(
                SUMX(
                    vTable,
                    [@inflation]
                ),
                VALUES('Date'[Month])
            ),                                                                      // grand total
        SUMX(
            vTable,
            [@inflation]
        )
    )
RETURN
    TotalInflation

Working solution