Totals are missing for certain columns in Table visual(Period to Date Columns)

[Manibala]

The total value is missing for certain columns in my table visual highlighter in yellow. All the columns are currency data types. Please let me know what I am missing. 

since it is not adding up to the total when I remove the period and want to see the YTD, QTD, and PTD values, PTD is missing. 

Let me know. 

thanks

[Jihwan_Kim]

Hi,

I am not sure how your datamodel looks like, but I assume you have a fact table and a dim-calendar table. And I assume [PTD$} is a measure.

Please try the below whether it suits your requirement.

PTD measure total fix: =
SUMX (
    SUMMARIZE ( 'FactTable', 'Calendar'[FiscalYear], 'Calendar'[FiscalPeriodNo] ),
    [PTD$]
)

[Manibala]

Jihwan, thanks for taking the time to reply. yes, I have both the Fact table and the calendar table. When I tried the fix, I got the total of the column. Instead, I should get the last value of the PTD value. $30,225 is the value that I should be getting for the Period to date value. 

Let me know. thanks

[Jihwan_Kim]

Hi,

Thank you for your feedback.

In my opinion, I think it is better to fix the measure, [PTD$].

I do not know how the measure is authored, but please try the below for the alternative option.

PTD measure total fix: =
VAR _currentfy =
    MAX ( 'Calendar'[FiscalYear] )
VAR _currentfp =
    MAX ( 'Calendar'[FiscalPeriodNo] )
RETURN
    SUMX (
        FILTER (
            SUMMARIZE ( 'FactTable', 'Calendar'[FiscalYear], 'Calendar'[FiscalPeriodNo] ),
            'Calendar'[FiscalYear] = _currentfy
                && 'Calendar'[FiscalPeriodNo] = _currentfp
        ),
        [PTD$]
    )

[Manibala]

Jihwan, Thanks for the response. I got the same results with the revised calc that you sent. I am attaching a sample PBI file for you to see to reproduce. I can reproduce the issue with the PBIX file attached. As you see in the attached image, QTD and MTD are not displaying (highlighted in yellow) at the category level for the current year, in this case, FY2010. YTD numbers are displaying correctly. Please see the F04 page of the attached PBIX file. 

Sample PBIx file 

[Jihwan_Kim]

Hi,

I think your data only have information upto Aug 2009 (FQ2-2010).

What numbers are you expecting to see on the yellow color line?

[Manibala]

For QTD column 268224.39 from the last quarter and then for the MTD 51528.74 from August, the latest month. It works for the YTD column, which brings in 583290.45 for the sub-total columns. As you see in the screenshot, QTD and MTD are not coming through when I slice the data by category.