Forum Discussion
Helper IIIMatrix Total does not filter, does not reflect what it is totaling.
I found the issue with your matrix.
It was not to do with the measures but rather with the way the relationships were setup.
You were using the Users table and a value from the MonthlyGoals table, but they were not linked together correctly. So due to this relationship not being in place the total being shown was correct based on the filter context (because there was no filtering being applied between the Users table and the MonthlyGoals table)
So what I did to resolve this was to change the Cross Filter direction on the Customer table to the Territory Table to be Both.
And now the total displays correctly.
I also put in another measure called Correct Total if you were wanting to have a different measure based on the Row Context.
You can find the uploaded file here: https://1drv.ms/u/s!Apxn-69XhcAmhqhy5yutRFAH92ID6Q
Helper IIIThank you. I am unable to download from your link, but I made the relationship change and it appears to work. Now I have to check everything else to see if it is still working.
I wish I had a resource that truly explained relationships and filtering in the Power BI context. There is something that is not translating from the standard Relational database model for me. I am not sure why your fix worked or what was wrong. I will be spending some time trying to figure it out, though.
Do you know of a good resource that really delves into relationships and filters for BI?
Could you also send me the measure you were talking about? I don't know if I need it but it might help me to understand what was going on.
Anyway, thank you very much. This does solve the problem. Now to figure out exactly why...
Phil
Super UserI am glad it's working for you. I will send a better explanation of why it works as well as the other calculation on Monday. I did test the link to make sure it works. Will also hopefully fix that on Monday
- psmith-nhs-inc
I look forward to Monday. And one more question, if I am not imposing too much, "your help here is greatly appreciated,):
Why was my total off, not being filtered properly, but the individual line items were being filtered properly? Is there something about the totals row/function that is fundamentally different?
Thank you again.