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kent-culpepper
Frequent Visitor

Totals Not Displaying @ Table Visual

New to Power BI...

 

I am creating a card visual-- but using a table visual to validate my expressions. I can see that I am getting the expected value at the row context (1st row). But I am not seeing any value @ Total (which would be the value displayed @ my Card).

 

I am missing something fundamental in my Calculate function.. I believe related to the "Class_Group" condition. Some extra context.. I am disregarding a slicer on Quarter (Calendar) so as to report a value that occurred prior to the Quarter (its a one-off but necessary per use case).

 

Below is the DAX expression and a screenshot of the table visual.

MV_Other_MxM =
VAR Month_Date_Max_Filter = Max('Calendar'[Month_Date])
VAR Month_Date_Max_Entry = CALCULATE(MAX(Private_Holdings[Entry_Date]),ALL('Calendar'),Private_Holdings[Entry_Date]<=Month_Date_Max_Filter)
RETURN
  CALCULATE(SUM(Private_Holdings[Market_Value]),ALL('Calendar'),Private_Holdings[Entry_Date]=Month_Date_Max_Entry,Class[Class_Group]="Other")
 
kentculpepper_0-1696099277363.png

 

Thanks much!

1 ACCEPTED SOLUTION
v-rzhou-msft
Community Support
Community Support

Hi @kent-culpepper ,

 

I suggest you to try to create a new measure based on [MV_Other_MxM] measure with SUMX().

MV_Other_MxM WITH TOTAL =
SUMX ( VALUES ( 'TableName'[Investment_Name] ), [MV_Other_MxM] )

 

Best Regards,
Rico Zhou

 

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

View solution in original post

2 REPLIES 2
v-rzhou-msft
Community Support
Community Support

Hi @kent-culpepper ,

 

I suggest you to try to create a new measure based on [MV_Other_MxM] measure with SUMX().

MV_Other_MxM WITH TOTAL =
SUMX ( VALUES ( 'TableName'[Investment_Name] ), [MV_Other_MxM] )

 

Best Regards,
Rico Zhou

 

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

gmsamborn
Super User
Super User

Hi @kent-culpepper 

Without seeing the model or data, this is kinda tough.

 

In your RETURN, try changing 

Private_Holdings[Entry_Date]=Month_Date_Max_Entry

to

COALESCE( Private_Holdings[Entry_Date], Month_Date_Max_Entry ) = Month_Date_Max_Entry

 

If that doesn't help, the model and some mock data would help.

Can you show the following?

1)  Please provide sample data that covers your issue or question completely.
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...

 

2) 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

 

3) Please explain how you would expect to get from step 1 to 2.

 

4) If possible, please show your past attempts at a solution.

 

I hope this helps.

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