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mrothschild's avatar
mrothschild
Continued Contributor
5 years ago
Solved

Matrix sub-total calculation?

Sample Excel data: https://docs.google.com/spreadsheets/d/1o55R8MKW263heweuKcZPIvEBgyBoC5hL/edit?usp=sharing&ouid=115111367427670973715&rtpof=true&sd=true   The attached file has a pivot table on i...
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  • mrothschild's avatar
    mrothschild
    5 years ago

    Final PBIX File here: https://drive.google.com/file/d/12_k_tO8BdrXV73Lbho_whabGP-jOlasP/view?usp=sharing

     

    Code to create the weighted average measure:

    WAVG Measure = 

VAR DESIRED_ROWS = 
    FILTER(
        'Table',
        'Table'[Column1] > 0      &&
        'Table'[Attribute (from a PowerQuery unpivot] = "attribute1 selected"  ||
        'Table'[Attribute (from a PowerQuery unpivot] = "attribute2 selected"  ||
        'Table'[Attribute (from a PowerQuery unpivot] = "attribute3 selected"  ||
    )

RETURN
    DIVIDE(
            SUMX (
                DESIRED_ROWS,
                'Table'[Denominator Column] * 'Table'[Value]
            ),
            SUMX (
                DESIRED_ROWS,
                'Table'[Denominator Column]
            )
    )

     

    Code to generate Matrix values from a weighted average measure:

    _A = 

// Note - below one can use any of the *X DAX functions, such as SUMX, AVERAGEX, MEDIANX, STDEVX.S, etc.
       
VAR OUTPUT =     
            AVERAGEX(
                SUMMARIZE (
                        ALLSELECTED('Table'),
                        'Table'[Row Column]
                    )
                , [WAVG Measure]
            )
        
RETURN
    OUTPUT

     

    Code to summarize the Matrix value [measure]

    _A Summarized = 

// Choose AVERAGEX or SUMX below depending on one's needs


VAR OUTPUT_CELL = 
    AVERAGEX(
      SUMMARIZE('Table','Table'[Matrix Row Column])
        , [WAVG measure]
    )
RETURN
    OUTPUT_CELL

     

     

mrothschild's avatar
mrothschild
Continued Contributor
5 years ago

lbendlin 

 

Thank you so much for your response and super fantastic simple-to-understand explanation.  I've had a hard time distinguishing between [column] (as opposed to [measure] or [table] and "column" as in of a pivtotable. 

 

In this case, I'm trying to produce a measure that provides the average of the pivottable column for each Year of Sale where errors/NaNs are treated as BLANK(). That measure should also sub-total to the average of the rows when across rows, and should be the average of each of the individual cells as a Grand Total.   

 

In the past few days, I've figured out that this formula works:

 

Average of pivoted column

VAR OUTPUT = 
        AVERAGEX( 
            ADDCOLUMNS (
                SUMMARIZE (
                    ALLSELECTED ('Table'[Table column]),
                    'Table'[Table column],
                    "SUM", SUM ( 'Table'[Table row] )
                ),
                "Percent", CALCULATE ( SUM ( 'Table'[Table row] ) )  
            ),
            [measure of the pivot column value]
)
RETURN
    OUTPUT

 

But in some of my pivottable columns, where I use IFERROR({calc}, BLANK() ) the above-formula returns blank in all instances.  

 

 

lbendlin's avatar
lbendlin
Super User
5 years ago

Is your error caused by a division by zero?  Try to already apply the BLANK() substitution there. 

  • mrothschild's avatar
    mrothschild
    Continued Contributor
    5 years ago

    lbendlin 

     

    Some progress here.  New PBIX file: https://drive.google.com/file/d/1pG3ua4BOWyIJhhh4dOwG9ac8UPWqUsYo/view?usp=sharing

    This is a before screenshot

     

     

     

    By changing the first above STDVX [measure] to the following by adding ALLNOBLANKROW first thing after summarize

     

     

    VAR DEPRECIATION_VOL_OBSERVED =
        
            STDEVX.S(
                SUMMARIZE (
                        ALLNOBLANKROW('Helivalues Transaction History'),
                        'Helivalues Transaction History'[Sale Year]
                    )
                , [Average Annualized Price change (weighted by Model Year Units)]
            )

     

     

     

    I get **a** sub-total rather than NaN.  What that subtotal represents isn't entirely apparent, and isn't dynamic across the pivoted columns.  It's summarized as 5.76% for each column and the grand total, rather than the average of what I perceive to be the available data points.

     

     

     

    The intended output is for the {A01} pivot tabled-column to produce the average of the pivot table column immediate to its left.  Based on what's shown {A01} should = 5.38% for 2016, 5.73% for 2017, 11.13% for 2018, 6.14% for 2019, and 6.14% for 2020.

    • lbendlin's avatar
      lbendlin
      Super User
      5 years ago

      "produce the average of the pivot table column immediate to its left"

       

      Your measure has no idea what that means. "right" and "left" are meaningless unless you can help with an index column, or a guaranteed sort order.

      • mrothschild's avatar
        mrothschild
        Continued Contributor
        5 years ago

        lbendlin 

         

        apologies.  My language was colloquial and imprecise.  For A01, I want the average of A for each of 2016, 2017, 2018, etc.  Visually on the Matrix it's physically oriented to the left, but I want it associated with sale year.