Summarization of values in Matrix Visual

[Erik_Hille]

Hi all,

I have build a dashboard that includes a matrix in which I display monthly stocks (total at the end of each month). My rows is a Year Hierarchie which includes he Year and Year & Month. When I collapse a year, the values for the monthly stocks are summarized. As this summarization is obviously incorrect, I tried to either display on the stocks of the latest month (December for 2022, September for 2023) or alternatively dont display anything at all.
Any of you have an idea? Attached you'll find two screenshots with my matrix and the visual settings.

Best

Erik

[Ritaf1983 · Accepted solution]

Hi @Erik_Hille 
Please refer to the linked guides for dealing with problems with matrixes totals :
https://www.youtube.com/watch?v=dgwsk2fjWLc

https://www.youtube.com/watch?v=eoT-jPzV3Wk

https://blog.finance-bi.com/power-bi-totals-incorrect/

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

[Anonymous · Accepted solution]

Hi @Erik_Hille 

You can use ISINSCOPE() function.

e.g You can create a measure

Measure=IF(ISINSCOPE(Table[Year&Month]),[MoM]) 

The result will like this

You can refer to the following link about the function

ISINSCOPE function (DAX) - DAX | Microsoft Learn

Best Regards!

Yolo Zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Ritaf1983 · Accepted solution]

Hi @Erik_Hille 
Please refer to the linked guides for dealing with problems with matrixes totals :
https://www.youtube.com/watch?v=dgwsk2fjWLc

https://www.youtube.com/watch?v=eoT-jPzV3Wk

https://blog.finance-bi.com/power-bi-totals-incorrect/

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

[Erik_Hille]

Hi @Ritaf1983 

thanks for the input. Unfortunately, that didn't solve my issue. 
The first column in the matrix visual is a table column, the second and third column in my matrix are measures. the videos unfortunately didn't help me here. My goal would be to get rid of the bold values for 2023 and just display the first column, but instead of a summarization only the value for the latest month, September 2023 in this case.

[Ritaf1983]

Hi @Erik_Hille 

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523