Total row not calculating correctly - Matrix Measure

[Lowe182]

Hello all,

I have tried other solutions to my problem but none of them worked for me. I have a matrix that projects annual expenses by pay period. For now, the "Projection" column fills in any missing or blank values with the same value as the previous year. See screenshot below:

Pay period 26 has not occured yet in 2022, so the value is replaced with the same amount as in 2021. Here is the projection calculation:

Projection =
IF (
    SUM ( DETAIL_FINAL[AMOUNT] ) = BLANK (),
    CALCULATE (
        SUM ( DETAIL_FINAL[AMOUNT] ),
        FILTER (
            ALLSELECTED ( A_DATETABLE[FY] ),
            A_DATETABLE[FY]
                = SELECTEDVALUE ( A_DATETABLE[FY] ) - 1
        )
    ),
    SUM ( DETAIL_FINAL[AMOUNT] )
)

The problem I'm running into is the Totals column for Projection is not calculating correctly. It is ignoring the replaced value from PR26. My expected total for 2022 is 414,861,051.90.

I have tried the following, but no luck:

Projection_Total =
VAR _table =
    SUMMARIZE ( DETAIL_FINAL, DETAIL_FINAL[ID], "_value", [Projection] )
RETURN
    IF ( HASONEVALUE ( DETAIL_FINAL[ID] ), [Projection], SUMX ( _table, [_value] ) )

Any suggestions are greatly appreciated. Thank you.

[Lowe182]

Thank you for the proposed solution, unfortunately I'm still stuck on the getting the total to sum as intended:

My guess is this could be related to PR26 - FY2022 missing from the dataset completely, as this payroll has not been posted yet. 

Thank you

[v-xiaotang]

Hi @Lowe182 

Thanks for your reply.

In general, the correct total row can be obtained by creating 3 measures like this.

If you want to continue troubleshooting, could you share a sample file? you can use bogus data to replace raw data.

Best Regards,

Community Support Team _Tang

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

[v-xiaotang]

Hi @Lowe182 

Thanks for reaching out to us.

Please try this, create the 3 measures below,

Projection Value=
IF (
    SUM ( DETAIL_FINAL[AMOUNT] ) = BLANK (),
    CALCULATE (
        SUM ( DETAIL_FINAL[AMOUNT] ),
        FILTER (
            ALLSELECTED ( A_DATETABLE[FY] ),
            A_DATETABLE[FY]
                = SELECTEDVALUE ( A_DATETABLE[FY] ) - 1
        )
    ),
    SUM ( DETAIL_FINAL[AMOUNT] )
)

Projection Total= sumx(DETAIL_FINAL,[Projection])

Projection=if(isfilterd(DETAIL_FINAL[ID]),[Projection Value],[Projection Total])

Best Regards,

Community Support Team _Tang

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