Incorrect Totals when adjusting the value based on Year-Mo

Hi Roseventura 

In DAX, when you use SUMX(VALUES...), the calculation is done row by row... even for totals. thats why you get wrong values.

Try the following DAX... it should fix your problem

Credits Less Credit Adjustment =
SUMX (
    ADDCOLUMNS (
        VALUES ( PBI_FSCAPF[YEAR-MO] ),
        "AdjustedCredit",
            IF (
                [YEAR-MO] = [Current Year-Mo],
                -([Selected Sales Adjustment] + [QTD Actual Credit Sales]),
                [QTD Actual Credit Sales]
            )
    ),
    [AdjustedCredit]
)

Best Regards,

hnam_2006

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