Understanding DAX

[dkay84_PowerBI]

Generally speaking, if I create a measure that, when added to a multi-level (hierarchically built) matrix, displays the correct values on each row, is it 100% safe to say that in a graph or kpi that it will aggregate correctly?

For example, I have sales data with salesperson and date for each transaction. I have another table with salesperson, date (start of quarter) and quota. I created (I think) a measure that calculates variance to quota for each quarter for each salesperson.

When I create a matrix with rows sales person > year > quarter and values sales and quota, if I add my variance measure it displays the correct values (quota - sales) for each salesperson for each quarter. Can I be confident that my measure is correct

In the image above, the Sales and Quota values are from the raw data (a sales table and a quota table with salesperson key) and both tables are linked to a date table.  I calculated Variance to Quota as simply CALCULATE([Total Sales]-SUM(Quotas[SalesAmountQuota])).

It seems too simple a measure to be correct, but I imagine that the relationships with date allow the measure to calculate properly?

[v-shex-msft]

Hi @dkay84_PowerBI,

The matrxi visual will auto summary data based on columns and rows. If your measure hasn't add some filter, it will work with these summaried data.

Regards,

Xiaoxin Sheng