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Helper V
Helper V

TOTAL Matix viz help

Hi All,

I need help in solving the below issue. Please check

i have a dataset and needs to show the total in Matrix Viz for date range selected which i have done .

The requirement i need help is the TOTAL calculation for Holding Column should not be from its below values
but it should be the total value of the Holding classification for which the Holding data belongs to.

For Example: from the below ' In'  Classsification has 3 Holdings circled in blue and Total should not be from the below red circled values (which is a default sum) .  The logic should sum up all the 'In' Classification values for a selected  date range and display them in Total 





Sample report is attached in the below link


Super User
Super User


Your question is not clear.  Please show the expected result very clearly.

Ashish Mathur



Can you try this measure:

Sum = CALCULATE(SUM('Table'[Market_Value_Cash_Flow_Adjusted_Beginning]),'Table'[Holding_Classification] = "IN")

thank you

Hi @Daniel_PowerBI , thanks for reply


The one u suggested only works for IN. i need a generic logic which works for all Holding_Classifications

So for july 1st 2013 you want this right?



@Ashish_Mathur @thuoc115 @Daniel_PowerBI , Thanks for reply.  I am trying it difficult to explain. wil reply shortly with example

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