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thmartin738
New Member

Matrix Visualization Row Subtotals for Balance Sheet Accounts (Not Summation)

Hello I have a really basic dataset: 

Month: Value

Jan: 25

Feb: 35

Mar: 45

 

when using the matrix visualization with a standard calendar heirarchy I want Q1 row subtotal to show as the March value (45) instead it is returning a summation of all 3 months (105), is there an easy way to do this? 

 

1 REPLY 1
amitchandak
Super User
Super User

@thmartin738 , Use a date table in visual, Have month and qtr in the date table

 

either use a MTD meausre, that will last month in subtotal

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))

 

Use isinscope to switch

 

Switch(true(),

isinscope(Table[Month Year]) ,SUM(Sales[Sales Amount]) ,

isinscope(Table[Qtr Year]) ,  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))

 

)

 

Isinscope has been used in this example

Power BI Offset Compare Categories, Time Intelligence MOM, QOQ, and YOY: https://youtu.be/5YMlkDNGr0U

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