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marbi
Helper I
Helper I

My card and total in table in unmatched

I want my card to show the same total of the table. Card only show the value of July 7th. I'm expecting it should display the total up to July 21st.

 

marbi_2-1752760768693.png


This is my DAX query

UPCOMING INITIAL TO CYCLE =
VAR SelectedDate = SELECTEDVALUE(cff_forecastdetails[Transaction Date])
VAR DayOfMonth = DAY(SelectedDate)

VAR EndOfRange =
    IF(
        DayOfMonth > 21,
        DATE(YEAR(EDATE(SelectedDate, 1)), MONTH(EDATE(SelectedDate, 1)), 21),
        DATE(YEAR(SelectedDate), MONTH(SelectedDate), 21)
    )

-- SUM for Additional Forecast and Value Date Movement (Cancelled/Rejected)
VAR A =
    CALCULATE(
        SUM(cff_forecastdetails[Forecast Amount]),
        FILTER(
            cff_forecastdetails,
            RELATED(cff_forecast[Forecast Type]) IN { "Additional Forecast", "Value Date Movement" } &&
            RELATED(cff_forecast[Approval Status]) IN { "Cancelled", "Rejected" }
        )
    )

-- SUM for New Forecast (Approved)
VAR B =
    CALCULATE(
        SUM(cff_forecastdetails[Forecast Amount]),
        FILTER(
            cff_forecastdetails,
            RELATED(cff_forecast[Forecast Type]) = "New Forecast" &&
            RELATED(cff_forecast[Approval Status]) = "Approved"
        )
    )

-- Total A + B within the transaction date range
RETURN
    CALCULATE(
        A + B,
        FILTER(
            cff_forecastdetails,
            cff_forecastdetails[Transaction Date] >= SelectedDate &&
            cff_forecastdetails[Transaction Date] <= EndOfRange))
1 ACCEPTED SOLUTION
v-hashadapu
Community Support
Community Support

Hi @marbi , I have tried reproducing your scenario based on the details you shared by taking some sample data to get the outcome you desired. But it didn't work. Can you please share your sample data so that i can perfectly reproduce your scenario and then work on a solution for you.

Need help uploading data? https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...


Thank you.

@marbi

View solution in original post

6 REPLIES 6
v-hashadapu
Community Support
Community Support

Hi @marbi , Hope you're doing fine. Can you confirm if the problem is solved or still persists? Sharing your details will help others in the community.

v-hashadapu
Community Support
Community Support

Hi @marbi , I have tried reproducing your scenario based on the details you shared by taking some sample data to get the outcome you desired. But it didn't work. Can you please share your sample data so that i can perfectly reproduce your scenario and then work on a solution for you.

Need help uploading data? https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...


Thank you.

@marbi

v-hashadapu
Community Support
Community Support

Hi @marbi , Thank you for reaching out to the Microsoft Community Forum.

 

We find the answer shared by @Greg_Deckler  is appropriate. Can you please confirm if the solution worked for you. It will help others with similar issues find the answer easily.
Thank you.

FBergamaschi
Solution Sage
Solution Sage

You have a filter coming from the slcer of date (Transaction date = july 7 ), please remove that or make the card ignore that filter setting visual interaction appropriately

 

If this helped, please consider giving kudos and mark as a solution

@me in replies or I'll lose your thread

consider voting this Power BI idea

Francesco Bergamaschi

MBA, M.Eng, M.Econ, Professor of BI

But I need that filter since I have DAX query VAR SelectedDate = SELECTEDVALUE(cff_forecastdetails[Transaction Date])

@marbi First, please vote for this idea: https://community.fabric.microsoft.com/t5/Fabric-Ideas/Matrix-Table-grand-totals-with-Measures/idi-p...

This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

Also: https://youtu.be/uXRriTN0cfY
And: https://youtu.be/n4TYhF2ARe8



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@ me in replies or I'll lose your thread!!!
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