Matrix Row Subtotal Incorrect

[Stuznet]

Hi guys,

I'm having trouble with the Matrix Row Subtotal summing incorrectly. Can you help? 

Here is the dummy report.

Thanks

[v-lid-msft]

Hi @Stuznet ,

This is caused by the max funcution in your measure while the total means all the month. You can change the measure to the following.

Measure = 
IF (
    ISINSCOPE ( 'ROW'[Category] ),
    SWITCH (
        TRUE (),
        MAX ( 'ROW'[Category] ) = "ROW1", IF (
            ISINSCOPE ( 'Month Sort'[Month] ),
            CALCULATE ( [Row1] ),
            CALCULATE (
                [Row1],
                FILTER ( 'Data', Data[Month Num] + 1 >= MONTH ( TODAY () ) )
            )
        ),
        MAX ( 'ROW'[Category] ) = "ROW2", IF (
            ISINSCOPE ( 'Month Sort'[Month] ),
            CALCULATE ( [Row2] ),
            CALCULATE (
                [Row2],
                FILTER ( 'Data', Data[Month Num] + 2 <= MONTH ( TODAY () ) )
            )
        ),
        MAX ( 'ROW'[Category] ) = "ROW3", IF (
            ISINSCOPE ( 'Month Sort'[Month] ),
            CALCULATE ( [Row3] ),
            CALCULATE (
                [Row1],
                FILTER ( 'Data', Data[Month Num] + 1 >= MONTH ( TODAY () ) )
            )
                + CALCULATE (
                    [Row2],
                    FILTER ( 'Data', Data[Month Num] + 2 <= MONTH ( TODAY () ) )
                )
        )
    ),
    CALCULATE ( [Row1] ) + CALCULATE ( [Row2] )
        + CALCULATE ( [Row3] )
)

We use the inscope to judge the total and calculate different value for different scope.

If it doesn't meet your requirement, kindly share your expected result to me based on your dummy report.

BTW, pbix as attached.

Best regards,

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Stuznet]

Thank you so much! You’re da best! 🙂

[Stuznet]

Hi @v-lid-msft,

This is a great start but Row 3 total 780 is not correct it should be 3640. Any idea how can I correct it?

Thanks

[v-lid-msft · Accepted solution]

Hi @Stuznet ,

I am so sorry that I missed it, now I have fixed it, try to use following measure.

Measure =
VAR r3total =
    SUMX (
        ADDCOLUMNS (
            'Month Sort',
            "1", CALCULATE ( [Row1] ),
            "2", CALCULATE ( [Row2] )
        ),
        ( [1] + [2] ) * ( 13 - [Month Num] )
    )
RETURN
    IF (
        ISINSCOPE ( 'ROW'[Category] ),
        SWITCH (
            TRUE (),
            MAX ( 'ROW'[Category] ) = "ROW1", IF (
                ISINSCOPE ( 'Month Sort'[Month] ),
                CALCULATE ( [Row1] ),
                CALCULATE (
                    [Row1],
                    FILTER ( 'Data', Data[Month Num] + 1 >= MONTH ( TODAY () ) )
                )
            ),
            MAX ( 'ROW'[Category] ) = "ROW2", IF (
                ISINSCOPE ( 'Month Sort'[Month] ),
                CALCULATE ( [Row2] ),
                CALCULATE (
                    [Row2],
                    FILTER ( 'Data', Data[Month Num] + 2 <= MONTH ( TODAY () ) )
                )
            ),
            MAX ( 'ROW'[Category] ) = "ROW3", IF ( ISINSCOPE ( 'Month Sort'[Month] ), CALCULATE ( [Row3] ), r3total )
        ),
        CALCULATE ( [Row1] ) + CALCULATE ( [Row2] ) + r3total
    )

BTW, pbix as attached.

Best regards,

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Nathaniel_C]

@Stuznet 

Are you using a measure?

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathaniel

[Stuznet]

Yes, I'm using a measure. I provided a dummy report, feel free take a look