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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Matrix Total Subtracted Value in Power BI Desktop

Dear Community Folks,

The matrix visualization in my report is summing up the measures by default on its Total. But, I wanted to have a difference (subtract) value on the Total. Please, ref the below screenshots and I have also attached .xlsx and .pbix files with this post for your kind ref.

 

Sample Excel File Link

 

Sample pbix File Link

 

 

 

 

We are creating a group in Matrix out of a single field as shown in the above screenshot.

 

We need to tally the Amount of Total assets and Amount of Liabilities & Equity to Zero.

Total = Sum of Total Assets - Sum of Total Liabilities & Equity

Total = 120 - 120 = 0

But, what we are getting in Power BI matrix is the summed value. Total = 240 as depicted in the above screenshot,

 

 Is there any way to get the subtracted value,

 

Total = 120 - 120 Total = 0.

Your timely help is much appreciated.

 

Many thanks,

Praveen.

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  • v-cherch-msft's avatar
    v-cherch-msft
    8 years ago

    Hi Anonymous

     

    You may try to create a measure to change the total value. Such as:

    Measure  =
IF (
    ISFILTERED ( 'Single Column Data'[Major group] ),
    SUMX ( 'Single Column Data', 'Single Column Data'[Amount] ),
    SUMX (
        FILTER ( 'Single Column Data', 'Single Column Data'[Major group] = "Assets" ),
        'Single Column Data'[Amount]
    )
        - SUMX (
            FILTER (
                'Single Column Data',
                'Single Column Data'[Major group] = "Liabilities & Equity"
            ),
            'Single Column Data'[Amount]
        )
)

    Regards,

    Cherie

4 Replies

  • v-cherch-msft's avatar
    v-cherch-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    8 years ago

    Hi Anonymous

     

    You may try to create a measure to change the total value. Such as:

    Measure  =
IF (
    ISFILTERED ( 'Single Column Data'[Major group] ),
    SUMX ( 'Single Column Data', 'Single Column Data'[Amount] ),
    SUMX (
        FILTER ( 'Single Column Data', 'Single Column Data'[Major group] = "Assets" ),
        'Single Column Data'[Amount]
    )
        - SUMX (
            FILTER (
                'Single Column Data',
                'Single Column Data'[Major group] = "Liabilities & Equity"
            ),
            'Single Column Data'[Amount]
        )
)

    Regards,

    Cherie

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Hello Cherrie,

           That's marvelous!!! Thank you so much for your help. This really works for me.

       

      Many thanks,

      Praveen. 

  • sjoshi's avatar
    sjoshi
    Icon for Helper II rankHelper II
    8 years ago

    Hi Cherie 

     

    How do we apply time dimesion to the below your query. As we have to calculate Prior Month,Prior Qtr, Prior Year etc.

     

    Measure  =
IF (
    ISFILTERED ( 'Single Column Data'[Major group] ),
    SUMX ( 'Single Column Data', 'Single Column Data'[Amount] ),
    SUMX (
        FILTER ( 'Single Column Data', 'Single Column Data'[Major group] = "Assets" ),
        'Single Column Data'[Amount]
    )
        - SUMX (
            FILTER (
                'Single Column Data',
                'Single Column Data'[Major group] = "Liabilities & Equity"
            ),
            'Single Column Data'[Amount]
        )
)

     

    Thanks

    Smita

    • ImkeF's avatar
      ImkeF
      Icon for Community Champion rankCommunity Champion
      8 years ago

      You wouldn't do that in that measure. Instead you can reference it with time intelligence functions (if you have a separate Calendar-Table for this). See this article for more details for example: https://exceleratorbi.com.au/dax-time-intelligence-beginners/

       

      PriorMonth = CALCULATE( [Measure], DATESADD(‘Calendar'[Date], -1, MONTH))
      PriorYear = CALCULATE( [Measure], DATESADD(‘Calendar'[Date], -1, Year))
      ...