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geoB's avatar
geoB
Regular Visitor
9 years ago
Solved

Incorrect matrix row total

A matrix report shows expected values and correct column totals.  The displayed row totals are not equal to the sum of the row values. A snip of the report:

desktop matrix report

Surely 8+21+9+32 !== 59; 259+454+113+327 !== 981.

 

The equivalent PivotTable in Excel has identical values but with the correct row and grand totals. How can this be corrected?

  • Do you have a visual level filter on for site types with a total measure that contains an ALL() function? That would explain why you have column totals correct but row totals incorrect. Are you able to share the PBIX?

  • The report will show the correct row totals if the SQL statement that appears above is used at Get Data.  This seems to reduce the value of PBI Desktop if identical results are not possible without pre-selecting data.

     

     

13 Replies

  • vpatel55's avatar
    vpatel55
    Kudo Commander

    I hope this helps somone. After much fustration with the default matrix, I've found that The Acterys Matrix Light visual, available from the markplace, appears to sum rows correctly.

     

    Microsoft, please can this be fixed in the default matrix, as it is causing some real problems for many people.

     

    Thanks.

  • samdthompson's avatar
    samdthompson
    Memorable Member

    Do you have a visual level filter on for site types with a total measure that contains an ALL() function? That would explain why you have column totals correct but row totals incorrect. Are you able to share the PBIX?

    • geoB's avatar
      geoB
      Regular Visitor

      Yes, there is a visual filter for Site (a relabel of a MySQL table named center). The data are not sensitive. How best to share? It can presumably be found on Dropbox here.

       

      Edit 2: If including all causes an incorrect total I would expect the total would be greater than the sum of the displayed values.  In this case, the displayed totals are less than the sum of the values.

       

      FWIW, I'm on my first day of working with PBI Desktop.  I'm looking at it to see if it would be at all appropriate for a local nonprofit that has little in-house IT capability.

       

      Edit 1:

      The pivot table to which the pbix is being compared has also been uploaded to Dropbox.  The SQL statement used in Power Query was:

      SELECT DISTINCT c.household_id, hs.housing as Housing, r.center as Site 
      FROM contact c
      JOIN household h ON c.household_id = h.id
      JOIN center r ON r.id = c.center_id
      JOIN housing hs ON hs.id = h.housing_id
      WHERE fy(c.contact_date) = 2016;

      where fy() is a MySQL UDF.

      • geoB's avatar
        geoB
        Regular Visitor

        The report will show the correct row totals if the SQL statement that appears above is used at Get Data.  This seems to reduce the value of PBI Desktop if identical results are not possible without pre-selecting data.

         

         

    • PhilDanley's avatar
      PhilDanley
      Advocate I

      I had an ALL() in one of my measures. Once I cleared that, the rows were corrrect. Thank you!

  • Anonymous's avatar
    Anonymous
    Not applicable

    Good Day,

     

    I know this post is quite old but I am facing an issue where the the total of a column is not the same when I export the data to excel. Is there an explaination for this or work around. 

     

    Thanks in advance.

     

    Kind Regards

    Bash