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ak77's avatar
ak77
Post Patron
2 years ago

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

 

https://drive.google.com/file/d/1r6qo4ur-obTtzyz6uFq1D-7xLzOPKEaQ/view?usp=sharing

 

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6 Replies

  • Daniel_PowerBI's avatar
    Daniel_PowerBI
    Advocate I
    2 years ago

    Hi,

     

    Can you try this measure:

    Sum = CALCULATE(SUM('Table'[Market_Value_Cash_Flow_Adjusted_Beginning]),'Table'[Holding_Classification] = "IN")
     
    • ak77's avatar
      ak77
      Post Patron
      2 years ago

      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

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    2 years ago

    Hi,

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