Forum Discussion
Helper ISimple SUM of a column not adding correctly
Super UserPlease provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
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Please show the expected outcome based on the sample data you provided.
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Helper II'm unsure how to do this as the data set is huge and I don't think you'd get the same error if I use a sample set of it. All that table in the screenshot is doing is just SUMing the filtered data as described there are no measures or calculated columns being used, and the data doesn't match when you export a CSV report from Power.
The column working budget is just using a total and its this total that isn't matching when you add what data its actually filtering. The filter its using is from the same excel file that the figures are in.
Below is the data from the CSV export direct from PowerBi, but as I said the data set its filtering is huge.
| Project Department | Working Budget | Sum of Final Accounts Invoice Value | Balance Outstanding | Project Completion Date |
| Venue Finding | £517,502.37 | £476,221.58 | -£41,280.79 | 04/05/2023 00:00 |
| Events | £323,112.62 | £234,460.35 | -£88,652.27 | 04/05/2023 00:00 |
| Events | £252,365.46 | £145,000.00 | -£107,365.46 | 17/07/2023 00:00 |
| Events | £130,776.99 | £121,595.24 | -£9,181.75 | 19/06/2023 00:00 |
| Film | £114,286.79 | £114,286.78 | -£0.01 | 30/06/2023 00:00 |
| Events | £72,114.54 | £68,798.04 | -£3,316.50 | 04/09/2023 00:00 |
| Events | £43,460.90 | £43,460.88 | -£0.02 | 07/07/2023 00:00 |
| Events | £7,832.60 | £7,832.50 | -£0.10 | 07/09/2023 00:00 |
| Film | £7,715.29 | £7,715.00 | -£0.29 | 30/09/2023 00:00 |
| Film | £3,583.47 | £1,950.00 | -£1,633.47 | 30/09/2023 00:00 |
| Venue Finding | £2,216.00 | £2,212.50 | -£3.50 | 21/09/2023 00:00 |
| Film | £1,265.00 | £0.00 | -£1,265.00 | 15/09/2023 00:00 |
| Venue Finding | £904.25 | £873.45 | -£30.80 | 30/09/2023 00:00 |
| Venue Finding | £406.40 | £0.00 | -£406.40 | 29/09/2023 00:00 |
| Atlanta | £0.00 | £0.00 | £0.00 | 24/08/2023 00:00 |
| £0.00 | £0.00 | £0.00 | 23/06/2023 00:00 | |
| total | £1,477,542.68 |
I'm happy to upload my pbx file if that helps?
- lbendlin
Your sample data displays fine. Are any of the fields based on measures?
What you can do in Power BI is look at the query for the visual .
this might be different from the query you run for the extract.
- Mouseman85
I'll have a look at that, none of the fields summing are measures they're just straight data, i think the sample would work fine as its not using the slicer filter, i'd have to share my pbx file i think for it show the error. i'm using a date range slicer to filter it down and it just doesn't add to the same amount.
- Mouseman85
This is what the performance analyzer is showing the slicer is doing, i'm not 100% sure what i'm looking at.
// DAX Query DEFINE VAR __DS0FilterTable = FILTER( KEEPFILTERS(VALUES('DateTable'[Date])), 'DateTable'[Date] < DATE(2023, 10, 1) ) VAR __DS0FilterTable2 = TREATAS({"Balance Not Raised"}, 'SaleSheet'[Fully Invoiced]) VAR __DS0FilterTable3 = TREATAS({"active", "completed", "reconciled", BLANK()}, 'SaleSheet'[Project Status]) VAR __DS0Core = SUMMARIZECOLUMNS( ROLLUPADDISSUBTOTAL( ROLLUPGROUP( 'SaleSheet'[Client], 'SaleSheet'[Project No/Name], 'SaleSheet'[Project - Project Owner], 'Accounts Key'[Account Lead], 'SaleSheet'[Project Department], 'SaleSheet'[Project Completion Date], 'SaleSheet'[Project Additional Notes], 'SaleSheet'[Fully Invoiced], 'SaleSheet'[InvoiceOutstanding] ), "IsGrandTotalRowTotal" ), __DS0FilterTable, __DS0FilterTable2, __DS0FilterTable3, "SumWorking_Budget", CALCULATE(SUM('SaleSheet'[Working Budget])), "SumFinal_Accounts_Invoice_Value", CALCULATE(SUM('SaleSheet'[Final Accounts Invoice Value])), "SumOutstanding_Invoice_Amount", CALCULATE(SUM('SaleSheet'[Outstanding Invoice Amount])), "MaxColorID", IGNORE(CALCULATE(MAX('ColourID'[ColorID]))) ) VAR __DS0PrimaryWindowed = TOPN( 502, __DS0Core, [IsGrandTotalRowTotal], 0, [SumWorking_Budget], 0, 'SaleSheet'[Client], 1, 'SaleSheet'[Project No/Name], 1, 'SaleSheet'[Project - Project Owner], 1, 'Accounts Key'[Account Lead], 1, 'SaleSheet'[Project Department], 1, 'SaleSheet'[Project Completion Date], 1, 'SaleSheet'[Project Additional Notes], 1, 'SaleSheet'[Fully Invoiced], 1, 'SaleSheet'[InvoiceOutstanding], 1 ) EVALUATE __DS0PrimaryWindowed ORDER BY [IsGrandTotalRowTotal] DESC, [SumWorking_Budget] DESC, 'SaleSheet'[Client], 'SaleSheet'[Project No/Name], 'SaleSheet'[Project - Project Owner], 'Accounts Key'[Account Lead], 'SaleSheet'[Project Department], 'SaleSheet'[Project Completion Date], 'SaleSheet'[Project Additional Notes], 'SaleSheet'[Fully Invoiced], 'SaleSheet'[InvoiceOutstanding]- lbendlin
Confirm that the three filters are present in both queries
VAR __DS0FilterTable = FILTER( KEEPFILTERS(VALUES('DateTable'[Date])), 'DateTable'[Date] < DATE(2023, 10, 1) ) VAR __DS0FilterTable2 = TREATAS({"Balance Not Raised"}, 'SaleSheet'[Fully Invoiced]) VAR __DS0FilterTable3 = TREATAS({"active", "completed", "reconciled", BLANK()}, 'SaleSheet'[Project Status])