Total value in the table/ card does not tally

[NickProp28]

Dear Community,

The code below works fine to sort the new customer, however the total sum for February does not match. The total should be '5' .

New Customers = //Cus
VAR CustomerTM = VALUES(Customer[Client])
VAR PriorCustomer = CALCULATETABLE(VALUES(Customer[Client]),
FILTER(ALLEXCEPT(Customer,Customer[Branch]),
'Customer'[ETD] > Min('Customer'[ETD] ) - Parameter[Parameter Value] && 'Customer'[ETD] < MIN('Customer'[ETD])))
return
COUNTROWS(
EXCEPT(CustomerTM,PriorCustomer))

After looking into it for so many days, I still have no clue about it..
What are the most common issues that cause this problem and how do I fix it ?

Appreciate any help you can provide.
Thank you!

Attached with the pbix: https://drive.google.com/file/d/1SVBM5Tqizqq3pBHl10fwcLV-l7LbwhS7/view?usp=sharing

[Anonymous]

Hi @NickProp28 ,

I cannot open the pbix file, could you please upload it again? Then provide more details with your desired output. 

Sensitive information can be removed in advance. 

Best Regards
Community Support Team _ Polly

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

[NickProp28]

Dear @Anonymous ,
Good day!

This measure counts new customers who haven't purchased anything in the past 180 days (parameter set to 180 day, half year) and filtering by branch, year-month, and parameter.

New Customersw = //Cus
VAR CustomerTM = VALUES(Append1[Client])
VAR PriorCustomer = CALCULATETABLE(VALUES(Append1[Client]),
FILTER(ALLEXCEPT(Append1,Append1[Branch]),
'Append1'[ETD] > Min('Append1'[ETD] ) - Parameter[Parameter Value] && 'Append1'[ETD] < MIN('Append1'[ETD])))
return
COUNTROWS(
EXCEPT(CustomerTM,PriorCustomer))

Nevertheless, on February 2022 'ZZZ' branch, the table shows had total 5 clients, yet there are only 4.

Expected outcome: According to my current report, I also have 5 clients as shown in the BI table. 
Attached with pbix: https://drive.google.com/file/d/1UHVAtB7mDVKfA0WUMSbE0rNBqJHZbKBY/view?usp=sharing

Thank you!

[Anonymous · Accepted solution]

Hi @NickProp28 ,

Please refer to the pbix file to see if it helps you.

Create a measure based on the New Customersw.

Measure = var _b=SUMMARIZE(Append1,Append1[Client],"aaa",[New Customersw])
return
IF(HASONEVALUE(Append1[Client]),Append1[New Customersw],SUMX(_b,[aaa]))

Please refer to the blog about the total issues.

Dealing with Measure Totals 

Best Regards
Community Support Team _ Polly

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

[amitchandak]

@NickProp28 , refer if my method can help

Customer Retention Part 5: LTD Vs Period Retention
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-5-LTD-and-PeriodYoY-Retentio...

Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/b...