Issues with Matrix Visual Grand Total

[ajet_p-91]

Hi Everyone,

I am experiencing some issues with the Matrix Visual. I created a matrix that tracks person transitions, featuring name, credit, and debit columns. However, the total I see in the visual is incorrect. To verify this, I exported the data and checked the Excel totals, showing the correct values.
Could anyone help me understand what might be causing this discrepancy?

[v-yangliu-msft]

Thanks for the reply from 123abc , please allow me to add some more information:
Hi  @ajet_p-91 ,

I created some data:

Measure follows the context of the "Total" row and is calculated in that context. Therefore, using a measure in a column of a table visualization may have unexpected values in the "Total" column.

Because the matrix involves the column total and row total, so you need to use the IF () + HASONEVALUE () function to determine whether the column total or row total, if so, you can according to their own needs to be calculated, such as the average, Sum and so on.

Here are the steps you can follow：

1. Create measure.

correct total =
IF(
    NOT(HASONEVALUE('Table'[name])),SUMX(VALUES('Table'[name]),[Incorrect total]),
IF(
    NOT(HASONEVALUE('Table'[credit])),SUMX(VALUES('Table'[credit]),[Incorrect total]),[Incorrect total]))

2. Result:

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[123abc · Accepted solution]

Please can you share the sample data in excel or pbix file.

Below is the assumpiton based explanantion, it will may help you.

Aggregation Differences

• Power BI calculates totals differently from Excel. In Power BI, the grand total row in a matrix or table visual often represents the result of the measure's formula applied to all rows, rather than a simple sum of the visible rows.

• Solution: Check your DAX measure. If your calculation uses filters or row-specific logic, it might produce unexpected totals. To fix this, you can use the HASONEVALUE function to differentiate row-level calculations from total-level calculations. Example:

  Corrected Measure = IF( HASONEVALUE(Table[Name]), SUM(Table[Debit]) - SUM(Table[Credit]), SUMX(Table, Table[Debit] - Table[Credit]) )

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2. Incorrect Data Model Relationships

• If your data model has relationships that are not set up correctly or are causing circular dependencies, the totals might not calculate correctly.

• Solution: Verify your data relationships in the Model View. Ensure that your tables are connected appropriately and the relationship is in the correct direction.

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3. Data Filtering

• Filters applied in the Matrix Visual or elsewhere in the report might exclude some data from the total calculation.

• Solution: Check the filters applied in the report. You can use the "View" > "Performance Analyzer" in Power BI to see how filters are affecting your visual.

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4. Measure Behavior at Totals

• Custom measures in Power BI might behave differently at the total level because they calculate contextually. This can lead to totals that don't match your expectations.

• Assumed Solution

•  Use the ISINSCOPE function to define logic specifically for totals and subtotals. Example:

  Corrected Measure = IF( ISINSCOPE(Table[Name]), SUM(Table[Debit]) - SUM(Table[Credit]), SUMX(Table, Table[Debit] - Table[Credit]) )

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5. Formatting and Export Mismatch

• Sometimes, formatting differences between Power BI and Excel can cause perceived mismatches, especially if you are working with rounded numbers.

• Solution: Ensure that both Power BI and Excel use the same decimal settings and formatting options.

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Debugging Steps:

1. Inspect Totals: Compare the exported data with the Matrix Visual to identify discrepancies.
2. Test the Measure: Use a card visual to display the measure for validation.
3. Remove Filters: Temporarily clear filters in the Matrix Visual to check if the issue is filter-related.
4. Simplify Calculation: Replace your measure with a simpler version to isolate the problem.

If you share more details about your data or your DAX formula, I can provide a more specific solution