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## Matrix Row and Columns Subtotal are not calculating correctly

Hello Good Day Everyone 🙂

I am struggling to find a solution for the incorrect matrix sub total. Hope someone could help me out or advice a workaround somehow. Your help is very much appreciated. Thanks in advance 🙂

I have these sample data below:

Our fiscal year starts in July, so in this case if the Start Date is July the Value should be copied to the rest of the months until June but there are instances that Start Date begins in the middle of the fiscalyear like for example January, so the Value in January should be copied until June and the previous months should display 0.

I have created a calendar table to display the necessary output below:
And this is the current result of my measure. Notice that the totals are incorrect.

This is the measure that i used:

Test Measure =
var c =
SUMX (
FILTER (
ALL ( 'ApplicationCost' ),
'ApplicationCost'[ApplicationName] = SELECTEDVALUE('ApplicationCost'[ApplicationName]) &&
'ApplicationCost'[Control Number] = SELECTEDVALUE('ApplicationCost'[Control Number]) &&
'ApplicationCost'[FiscalYear] = SELECTEDVALUE('Calendar'[Fiscal Year])
),
'ApplicationCost'[StartDateFiscalMonth]
)
RETURN
SUMX
(
SUMMARIZE(
FILTER (
'ApplicationCost',
'ApplicationCost'[FiscalYear] = yr
),
'ApplicationCost'[ApplicationName],
'ApplicationCost'[Control Number],
"TotalValue", SUM('ApplicationCost'[Value])
),  IF(MAX('support_tblCalendar_trendline'[Fiscal Month]) >= c,[TotalValue],0)
)
1 ACCEPTED SOLUTION
Solution Sage

Hi @Vayne-Daryl, Hope you are doing good!

Test Measure =
VAR CurrentFiscalYear = SELECTEDVALUE('Calendar'[Fiscal Year])
VAR StartFiscalMonth =
CALCULATE(
MIN('ApplicationCost'[StartDateFiscalMonth]),
FILTER(
'ApplicationCost',
'ApplicationCost'[ApplicationName] = SELECTEDVALUE('ApplicationCost'[ApplicationName]) &&
'ApplicationCost'[Control Number] = SELECTEDVALUE('ApplicationCost'[Control Number]) &&
'ApplicationCost'[FiscalYear] = CurrentFiscalYear
)
)
VAR Result =
SUMX(
'ApplicationCost',
IF(
'ApplicationCost'[FiscalYear] = CurrentFiscalYear &&
'ApplicationCost'[StartDateFiscalMonth] <= MAX('Calendar'[Fiscal Month]),
'ApplicationCost'[Value],
0
)
)
RETURN
Result

Final Measure =
SUMX(
SUMMARIZE(
'ApplicationCost',
'ApplicationCost'[ApplicationName],
'ApplicationCost'[Control Number],
"MonthValue", [Test Measure]
),
[MonthValue]
)

4 REPLIES 4
Solution Sage

Hi @Vayne-Daryl, Hope you are doing good!

Test Measure =
VAR CurrentFiscalYear = SELECTEDVALUE('Calendar'[Fiscal Year])
VAR StartFiscalMonth =
CALCULATE(
MIN('ApplicationCost'[StartDateFiscalMonth]),
FILTER(
'ApplicationCost',
'ApplicationCost'[ApplicationName] = SELECTEDVALUE('ApplicationCost'[ApplicationName]) &&
'ApplicationCost'[Control Number] = SELECTEDVALUE('ApplicationCost'[Control Number]) &&
'ApplicationCost'[FiscalYear] = CurrentFiscalYear
)
)
VAR Result =
SUMX(
'ApplicationCost',
IF(
'ApplicationCost'[FiscalYear] = CurrentFiscalYear &&
'ApplicationCost'[StartDateFiscalMonth] <= MAX('Calendar'[Fiscal Month]),
'ApplicationCost'[Value],
0
)
)
RETURN
Result

Final Measure =
SUMX(
SUMMARIZE(
'ApplicationCost',
'ApplicationCost'[ApplicationName],
'ApplicationCost'[Control Number],
"MonthValue", [Test Measure]
),
[MonthValue]
)

Frequent Visitor

Hello anmolmalviya05,
Thank you so much for the help I really appreciate it and your solution works like a charm 🙂
I have notice that you have created another measure which solved the issue.
Thanks again for the support and sharing your ideas 🙂

Community Support

Hi, @Vayne-Daryl

Best Regards,
Yang

Community Support Team

Frequent Visitor

Hi Yang,
Thank you so much for your reply but unfortunately our system is blocking any uploads to external resources. But it seems to me that the solution from anmolmalviya05 solved the issue 🙂
Thanks Again.

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