Not summing up total correctly for this column

[xozelda11]

When pivotal export = yes, it sums up the total correctly for this column, but when pivotal export = no, it does not sum of the total correctly.

This is my measure I created

Incremental EBITDA Contribution =

SUMX(

  'Dim Project Metrics',

  VAR VolVar   = [Sales Volume Variance]

  VAR IsExport = 'Dim Project Metrics'[Pivotal Export Check] = "Yes"

  VAR Rate =

    IF(

      IsExport,

      // Export-Prime (pinned to 2025) – unchanged

      CALCULATE(

        [EBITDA - Forecast (cpp)],

        FILTER(

          ALL( 'Dim Project Metrics' ),

          'Dim Project Metrics'[finance grouping] = "export-prime"

          && 'Dim Project Metrics'[market role]    = "pivotal"

        ),

        KEEPFILTERS( VALUES( 'Dim Asset'[Asset Name] ) ),

        KEEPFILTERS( VALUES( 'Dim Date'[Date].[Month] ) ),

        'Dim Date'[Year] = 2025

      ),

      // Domestic-Prime – simplified to a single grouping filter

      CALCULATE(

        [EBITDA - Forecast (cpp)],

        FILTER(

          'Dim Project Metrics',

          'Dim Project Metrics'[finance grouping] = "domestic-prime"

        )

      )

    )

  RETURN

    VolVar * Rate

)


can anyone help me fix the formula so that when pivotal export = no, it sums up the total correclty?

[v-prasare]

Hi @xozelda11,

I’m following up on our previous communication regarding your issue. To proceed with the investigation, we kindly requested a sample dataset that reproduces the problem. As of now, we haven’t received the required sample. Please share it at your earliest convenience so we can assist you further. 

If we don’t hear back, we’ll go ahead and close this thread. For any further discussions or questions, please start a new thread in the Microsoft Fabric Community Forum  we’ll be happy to assist.

Thank you for being part of the Microsoft Fabric Community.

[v-shamiliv]

Hi @xozelda11 
You can follow the process shown in the document below and upload a sample file.
How to provide sample data in the Power BI Forum - Microsoft Fabric Community
Thank you.

[v-shamiliv]

Hi @xozelda11 
Thank you for reaching out microsoft fabric community forum.
As @Elena_Kalina mentioned could you please provide sample pbix file so that we might assist you more effiently.
Thank you.

[xozelda11]

How do you attach a sample power bi?

[Elena_Kalina]

Hi @xozelda11 

Thanks for sharing the screenshots! To better understand your issue and provide more accurate assistance, could you share a sample file (PBIX or PBIT) with dummy data that replicates the problem? This way, I can see the underlying structure, measures, or relationships causing the issue.

[xozelda11]

This doesn't work unfortunately! 

[Elena_Kalina]

Hi @xozelda11 

Please try this one:

Incremental EBITDA Contribution =
SUMX(
    'Dim Project Metrics',
    VAR VolVar = [Sales Volume Variance]
    VAR IsExport = 'Dim Project Metrics'[Pivotal Export Check] = "Yes"
    
    VAR Rate =
        IF(
            IsExport,
            // Export-Prime (pinned to 2025) – unchanged
            CALCULATE(
                [EBITDA - Forecast (cpp)],
                FILTER(
                    ALL('Dim Project Metrics'),
                    'Dim Project Metrics'[finance grouping] = "export-prime"
                    && 'Dim Project Metrics'[market role] = "pivotal"
                ),
                KEEPFILTERS(VALUES('Dim Asset'[Asset Name])),
                KEEPFILTERS(VALUES('Dim Date'[Date].[Month])),
                'Dim Date'[Year] = 2025
            ),
            // Domestic-Prime - corrected to maintain proper context
            CALCULATE(
                [EBITDA - Forecast (cpp)],
                FILTER(
                    ALL('Dim Project Metrics'),
                    'Dim Project Metrics'[finance grouping] = "domestic-prime"
                ),
                KEEPFILTERS(VALUES('Dim Asset'[Asset Name])),
                KEEPFILTERS(VALUES('Dim Date'[Date].[Month]))
            )
        )
    
    RETURN
        VolVar * Rate
)

or this a more streamlined approach

Incremental EBITDA Contribution =
SUMX(
    'Dim Project Metrics',
    VAR VolVar = [Sales Volume Variance]
    VAR Rate = 
        CALCULATE(
            [EBITDA - Forecast (cpp)],
            FILTER(
                ALL('Dim Project Metrics'),
                'Dim Project Metrics'[finance grouping] = 
                    IF('Dim Project Metrics'[Pivotal Export Check] = "Yes", 
                       "export-prime", 
                       "domestic-prime")
                && ('Dim Project Metrics'[Pivotal Export Check] = "No" 
                    || 'Dim Project Metrics'[market role] = "pivotal")
            ),
            KEEPFILTERS(VALUES('Dim Asset'[Asset Name])),
            KEEPFILTERS(VALUES('Dim Date'[Date].[Month]))),
            IF('Dim Project Metrics'[Pivotal Export Check] = "Yes", 'Dim Date'[Year] = 2025, TRUE)
        )
    RETURN
        VolVar * Rate
)

If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it! 

Thank you.

[xozelda11]

Hi, 

Here's a OneDrive link to Sample Data.pbix.

Here is the link to my sample data please help!

[Elena_Kalina]

Hi, when I tryed to open link I got error message that access to this document has been removed