Forum Discussion
Summarization of values in Matrix Visual
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
Hi Erik_Hille
Please refer to the linked guides for dealing with problems with matrixes totals :
https://www.youtube.com/watch?v=dgwsk2fjWLchttps://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
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.
4 Replies
- Ritaf1983
Super User
Hi Erik_Hille
Please refer to the linked guides for dealing with problems with matrixes totals :
https://www.youtube.com/watch?v=dgwsk2fjWLchttps://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
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
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.
