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Renna's avatar
Renna
Frequent Visitor
2 years ago
Solved

Use the Column Subtotals in Matrix as YTD column

Hi,  I'm aiming to maintain the Column Subtotal in a Matrix as YTD, while other columns represent individual months. It works perfectly without any month filters applied (the total is sum of all m...
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  • AUDISU's avatar
    AUDISU
    2 years ago

    Hi Renna ,
    Change your YTD Revenue dax as follow.

    YTD Revenue = IF(ISINSCOPE('Sample Table'[Period]),
    CALCULATE(SUM('Sample Table'[Revenue])),
    CALCULATE(SUM('Sample Table'[Revenue]), ALL('DimDates'[Date].[Month]))
    )

    I only changed here.
    ALL('DimDates'[Date].[Month])

    Thanks

Renna's avatar
Renna
Frequent Visitor
2 years ago

Hi AUDISU ,

This is the LINK to pbix file. Thank you very much!

AUDISU's avatar
AUDISU
Icon for Resolver III rankResolver III
2 years ago

Hi Renna ,
Change your YTD Revenue dax as follow.

YTD Revenue = IF(ISINSCOPE('Sample Table'[Period]),
CALCULATE(SUM('Sample Table'[Revenue])),
CALCULATE(SUM('Sample Table'[Revenue]), ALL('DimDates'[Date].[Month]))
)

I only changed here.
ALL('DimDates'[Date].[Month])

Thanks

  • Renna's avatar
    Renna
    Frequent Visitor
    2 years ago

    It works! Thank you so much!