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GD1988
New Member

Totals not summing up correctly within matrix

Good day,

 

The totals in my matrix are not summing up correctly I understand there is a measurement formula that I should use, but am unable to determine how to write the formula. Here are some screenshots of the data set and the matrix for help.

 

GD1988_0-1762970324904.png

GD1988_1-1762970356722.png

As can be seen in screenshot above, the matrix is: 

 

1) Incorrectly displaying the amounts by branch for each month. For instance, Arizona is showing $18,259,967 for each month as opposed to $2,084,804 for January, $1,742,326 for February, etc.

 

2) The matrix is incorrectly showing the totals for each month for all branches as $1,318,906,475. 

 

How can the issues above be corrected? Any assiatnce is greatly appreciated.

 

Regards,

GD1988

 

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

Hi @GD1988  ,
Thanks for reaching out to the Microsoft fabric community forum.

You can start by checking a couple of common causes for incorrect totals in Power BI matrices:


Recheck your data model relationships, Ensure that the relationships between your fact and dimension tables are correctly defined. An incorrect or missing relationship can cause the same value to repeat across multiple rows or months.


Remove or review any unintended filters or context, Sometimes totals appear inflated because of filters applied at the visual or measure level. Review your DAX measure and the matrix filters to confirm that no implicit filter (such as an inactive relationship or ALL modifier) is affecting the calculation. If needed, create an explicit measure using functions like CALCULATE, SUM, or SUMX to correctly aggregate values by branch and month.

I hope this information helps. Please do let us know if you have any further queries.
Thank you


 

View solution in original post

6 REPLIES 6
v-nmadadi-msft
Community Support
Community Support

Hi @GD1988 

May I check if this issue has been resolved? If not, Please feel free to contact us if you have any further questions.


Thank you

v-nmadadi-msft
Community Support
Community Support

Hi @GD1988 

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.


Thank you.

v-nmadadi-msft
Community Support
Community Support

Hi @GD1988  ,
Thanks for reaching out to the Microsoft fabric community forum.

You can start by checking a couple of common causes for incorrect totals in Power BI matrices:


Recheck your data model relationships, Ensure that the relationships between your fact and dimension tables are correctly defined. An incorrect or missing relationship can cause the same value to repeat across multiple rows or months.


Remove or review any unintended filters or context, Sometimes totals appear inflated because of filters applied at the visual or measure level. Review your DAX measure and the matrix filters to confirm that no implicit filter (such as an inactive relationship or ALL modifier) is affecting the calculation. If needed, create an explicit measure using functions like CALCULATE, SUM, or SUMX to correctly aggregate values by branch and month.

I hope this information helps. Please do let us know if you have any further queries.
Thank you


 

PhilipTreacy
Super User
Super User

Hi @GD1988 

 

Without seeing your data and your PBIX file nobody can say exactly what the issue is.  

 

There's no need to write a formula for the values in the matrix, the matrix does it automatically as you can see here from the data you have provided

 

PhilipTreacy_0-1762992436473.png

 

Please download and check my PBIX file to see if it helps you figure out the issue.

 

Please provide your PBIX file.

 

Regards

 

Phil



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Ashish_Mathur
Super User
Super User

Hi,

Most probably, there is a problem with relationships.  Share the download link of the PBI file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
parry2k
Super User
Super User

@GD1988 @GregDeckler can help you with this.



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