Forum Discussion
Incorrect matrix row total
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.
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?
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.
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.
Hi. the matrix is showing the data correctly. For instance Household ID 4319 appears in Car/Tent in Incline Village, Kings Beach, Tahoe City and Truckee. You have set the value to a distinct count and so it is correctly counting the housing ID as 1 for each of the housing site (distinct count of housing ID). Where you are coming into trouble is that you have a total which is the distinct count of housing ID's which in the case of 4319 is 1. You are expecting it to sum to 4 but its only 1. This is infact correct just not what you wanted. The simplest, but not the most elegant solution would be to make a calculated column which is a concatenation of housing id and housing site, then do a distinct count of that.
I'm glad to know the explanation. My efforts to create the expressions you suggest have not yet been successful. And I've taught Excel & Access at the local community college in the not too distant past. While I don't believe the organization I'm researching this for could figure all this out I'd very much like to see how it's done. Can you suggest some documentation that would enlighten me?