Matrix Visual Totals for fields in Row section

[veenashenolikar]

Hi Everyone,

I have developed a matrix as shown in below snippet.

I am using the Matrix Visual. 

I am able to get the Forecast Month Totals(Sep to Dec). However , as the fields YTD Sales and Prior Month Sales have been added in Rows Section of the visual, it is not calculating the totals for them.

The desired result is as follows:

If you could please help me how to get these totals. I have been trying to work around with Per Row Subtotals but it does not give desired results.

[v-shex-msft]

Hi @veenashenolikar,

The default total level will auto summarize all the child-level records, so it should not suitable for your scenario if you already append these 'function/summarize' type values to your table category.

I'd like to suggest you take a look at the following blog to know how to use DAX formula with if statement to check the current row contents level to locate the current category, then you can write specific expressions to do calculate with corresponding categories levels.

Clever Hierarchy Handling in DAX 
Regards,

Xiaoxin Sheng

[PaulDBrown · Accepted solution]

@veenashenolikar 

It looks like you need to create a "custom" matrix structure.

Check out this tutorial which explains how to achieve this:

Creating a “custom” matrix