Measure Totals, The Final Word 10-26-2020 05:12 AM

[Greg_Deckler]

With apologies to Theodor Geisel...

Measure totals have you perturbed?
Fear not!
It's Measure Totals, The Final Word,

These measures work with matrices,
They work with tables,
They work with rows and columns and labels.

They work in the daytime,
They work at night,
They work to make sure the totals are right!

Now that you've seen them,
Now that you've heard,
Shout it out loud, it's Measure Totals, The Final Word!

At some point, we've all been frustrated by measure totals. If you want to understand why, read this post.

The technique employed here is fairly simple and should work in all "standard" cases of where you just want the Total line to, well, display the total (sum) of a measure. For more complex scenarios, see my Matrix Measure Total Triple Threat Rock & Roll measure.

Essentially, create a measure, any measure, that performs your desired calculation and returns the correct result at the row level. This becomes your "m_Single" measure. Now, create an "m_Total" measure that performs a SUMMARIZE of your data, exactly as how it is displayed in your table or matrix and use the "m_Single" measure within that SUMMARIZE statement to provide the values for the individually summarized rows. Finally, perform a SUMX across that summarized table. The measures presented in this PBIX file also do a HASONEVALUE check that isn't really necessary in most cases but perhaps lends a little confidence to the user that the SUMX is only employed in the Total line and might also add some performance improvements.

In effect, you are recreating the displayed visualization in memory as a table and then doing a summation across that table for the total line, as you would intuitively expect a total line in a table or matrix to work.

So, if we have a measure like:

m_Single = SUM(Table1[Value])-50

This measure will cause problems in total lines. So, if we are summarizing by [Name], we create this measure:

m_Total 1 = 
VAR __table = SUMMARIZE('Table1',[Name],"__value",[m_Single])
RETURN
IF(HASONEVALUE(Table1[Name]),[m_Single],SUMX(__table,[__value]))

If we are summarizing by [Category1], we create this measure:

m_Total 2 = 
VAR __table = SUMMARIZE('Table1',[Category1],"__value",[m_Single])
RETURN
IF(HASONEVALUE(Table1[Category1]),[m_Single],SUMX(__table,[__value]))

And so on...

We use these "m_Total" measures in our visualizations. The "m_Single" measure is still used, but not directly in the visuals themselves.

Is it annoying to have to create multiple measures and specifically tailor them to each individual visual? Yes, yes it is.

eyJrIjoiODBmNmI4YjItZTMwYi00ZDU4LTg0MWItMzYyZWU3ODk4ZWI4IiwidCI6IjRhMDQyNzQzLTM3M2EtNDNkMi04MjdiLTAwM2Y0YzdiYTFlNSIsImMiOjN9

[Greg_Deckler]

@shivakoriginja - So that looks like your m_Single measure. You would need an m_Total measure like the following:

m_Total = 
VAR __table = SUMMARIZE('Table',[Venue],"__value",[Utilization])
RETURN
IF(HASONEVALUE(Table[Venue]),[Utilization],SUMX(__table,[__value]))

[shivakoriginja]

hi @Greg_Deckler,
|there is no change in the result. still I am not getting 100% there are no filters applied.

[Anonymous]

@Greg_Deckler You, sir, just saved my day...   THANKS!!!

[Anonymous]

I have fact table with 8 dimensions and average grand total should work based on selected dimension. Please guide me How to correct the grand total based on selections

User validating this data from AAS using excel plugin. We can’t tell what dimension is going to selected for analysis

Measure 1 = SUM(Amount)

Measure 2 = Total days in 3 Months (Need to ignore the missing months based on dimension). 

Avg = Measure 1 / Measure 2

Sample data

Days	Period	Client	Channel	Region	Agent	Product	Amount
31	202001	A1	C1	R1	A1	P1	100
29	202002	A1	C1	R1	A1	P1	200
31	202003	A1	C1	R1	A3	P2	300
31	202001	A2	C1	R1	A3	P4	150
29	202002	A3	C1	R1	A1	P1	250
31	202003	A2	C1	R1	A1	P1	350
31	202003	A2	C2	R2	A2	P1	450
Report Based on Client		Amount	Days	Avg
	C1	1350	91	14.84
	C2	450	31	14.52
		1800	91	19.78	Dax Calculation (Days in 3 Months At grand total)
				29.35	Expected Avg Total
Report Based on Agent		Amount	Days	Avg
	A1	900	91	9.89
	A2	450	62	7.26
	A3	450	31	14.52
		1800	91	19.78	Dax Calculation (Days in 3 Months At grand total)
				31.66	Expected Avg Total

Tried some possible options to fix in AAS. 

• SUMX(VALUES('Accounting Period'[Effective Date]),[ <Measure> (4 Months)])  -- Tried to re-calculate at day level
• SUMX(VALUES('Accounting Period'[Year Month Number]),[ <Measure> (4 Months)])  -- Tried to re-calculate at Month level
• Var Days = [DaysIn4Months]

           Return

          SUMX(Table,(Table[Column] / Days) -- Tried calculate at each row level .

• If we use AVERAGEX function it is giving wrong average due to it is considering the no of days Transaction received (per month 21 / 22 days only – as we are not receiving transactions on weekends). User want to consider full days in month.

To correct the grand totals we need to use below syntax. But this syntax we can't achieve while using Pivot tables.

• IF(HASONEVALUE([Slicer]), <Measure> , SUMX(VALUES[Slicer]), <Measure>) 

[Anonymous]

Hi All,

Any ideas on above issue. AAS should calculate average grand total based on selected slicer in excel pivot table. I am happy to write multiple if conditions if we have solution for this. 

How to find what all slicers selected to apply if condition.

SUMX(

SUMMARIZE(<Fact Table>, [Fact Table][Column1], [Fact Table][Column2], [Fact Table][Column3], "Measure Name", <Measure>),

<Measure Name>)

Will this works for all dimensions. I hope with this we might hit with performance issue.

Please suggest some taughts to find solution for this

[Anonymous]

Hi,
I have a calculated field Goal which is not giving the sum correct.

How do I make it working?

Goal =

/* convert(max(rev_tasks[Goal_Months]),INTEGER)*/

var vgoal=max(rev_tasks[Goal_Months])

Return

SWITCH(TRUE(),

vgoal=BLANK(), BLANK(),

vgoal="1",(1+MAX(rev_tasks[Goal_Perc]))*SUM(C_AR[Revenue]),

vgoal="2", CALCULATE(SUM(C_AR[Revenue]),DATESINPERIOD('dates'[Date],MAX('dates'[Date]),-2,MONTH))*(1+MAX(rev_tasks[Goal_Perc])),

vgoal="3", CALCULATE(SUM(C_AR[Revenue]),DATESINPERIOD('dates'[Date],MAX('dates'[Date]),-3,MONTH))*(1+MAX(rev_tasks[Goal_Perc])),

vgoal="AR",[AR]

)

[Anonymous]

Its 2020 - this had stumped me for 3 hours and yet here we are. Thank you sir, thank you so very much!

[Greg_Deckler]

@Anonymous Don't feel bad man, this one comes up a LOT!! It is super unintuitive to people just learning DAX but is a great example to help expand your understanding of how important context is to DAX!

[rrjr007]

Below is a screen shot from my excel file that I have uploaded into Power BI.

I want to show that in Cook County (for my current period and for the fuel type water) that Brand 1 has sold a total of 8, which is equal to 13% share

In Power BI if I filter on Cook I get what I need.

When I add another County, the numbers get messed up.

Where am I going wrong.  I’ve attached the pbix file.  I am not a Dax guy, I am trying to learn.  Thanks.

[Anonymous]

Hi,

It really solved my problem for one measure , but in another case am using the same approach that is giving the incorrect subtotal what can i do in that case i am not able to understand, I am using below measure after referring your another trick for subtotal-

Volume Effect Row =

Var NET_SALES_AMOUNT= SUM(INV_INVOICE_LINE[NET_SALES_AMOUNT])*0.93

Var PY_Sales= [PY Sales]*0.94

Return

NET_SALES_AMOUNT-PY_Sales-[Price Effect amount]

Volume Effect =

VAR __tmpTable = SUMMARIZE(INV_INVOICE_LINE,'INV_INVOICE_LINE'[SBU_FAMILY],"Aggregation",

[Volume Effect Row])

VAR __SubTotal = SUMX(__tmpTable,[Aggregation])

VAR __GrandTotal = SUMX(GROUPBY(__tmpTable,[SBU_FAMILY],"GTAggregation",SUMX(CURRENTGROUP(),

[Aggregation])),[GTAggregation])

RETURN

IF(HASONEFILTER('INV_INVOICE_LINE'[SBU_FAMILY]) && HASONEFILTER('INV_INVOICE_LINE'[ITEM_NUMBER]),

[Volume Effect Row],IF(HASONEFILTER('INV_INVOICE_LINE'[SBU_FAMILY]),__SubTotal,__GrandTotal))

But it is not giving the subtotal of values

[joel888]

hi - I used your solution at the lowest level of my hiearchy but now how do I get the numbers for aggregate up to the higher levels properly (see table below)?

thanks.

[rsbin]

@joel888 

I suggest you post your question as a new thread in the "Help" Forum.   I don't think this thread should be used to ask questions for Help.  You will get many more eyes looking at it which will assist you further.

Also please include as much detail as you can. 

Good Luck and Best Regards,

[rsbin]

@Greg_Deckler 

Just wanted to say a big Thank You for this post.

It helped me to get my Matrix Visual working the way it should!

Kindest Regards,

[hullterry]

Firstly thanks Greg for this great article.

One Question

when dealing with a measure that is in itself a sumx , is there something i need to do differently in creating the variable table? 
the formula works for each month but total is returnign zero and i ssupect it is due to the sumx formula not creating the summarizes table correctly.

[hullterry]

After looking at this a bit have developed an alterative solution:

i created an index column in the data table for the level of calculations i need ie Customer + Product+ Month

Then i created a new table summarising that column and linked the new table back to the data table.

Then in the sumx formula used the new table as the reference Sumx( new table (custProdMonthnum), calculations)

this means it forces the total column to do the calcs at the month level, so all adds up. also it means just one formula and doesnt worry if you add in qrtly totals etc..

[Sparta100]

Thank you Greg. I was able to obtain the correct totals for a simple (yet critical) sum of absolute values calculation in Power Pivot by adapting your technique. What I thought would be a three second "wrap in ABS" formula turned into a three (12-hour) day nightmare. Cannot believe what I just went through to achieve what is literally the dead-simplest calculation mathematically possible. But can't thank you enough for this solution.  

[Anonymous]

Do the formula work between two tables?

Thanks for your help

[calerof]

Hi @Greg_Deckler ,

I have a question regarding the use of a VAR in the summarization. In that case the result is wrong. I have to use a VAR due to a complex commission calculation based on different levels of revenue and % margin. 

For instance, if revenue > $250,000 and margin % is less than 56% but greater than 52% the commision % is 1%,

with the same revenue limit if margin is less than 60% but greater than 56% the commission % is 1.5%, etc.

To handle this calculation I created VAR as follows:

Comision = 
VAR Sales= [Sales Total]
VAR Margin = [Margin Total]
VAR Commission = 
    SWITCH( TRUE(),
        Sales >= 200000 && Sales < 250000, 0,
        Sales>= 250000 && Margin >= 0.52 && Margin < 0.56, 0.01,
        Sales>= 250000 && Margin < 0.60, 0.015,
        Sales>= 250000 && Margin >= 0.6, 0.02, 
    0
    )
VAR BaseBonus = 
    SWITCH( TRUE(),
        Sales>= 200000 && Sales < 250000, 1000,
        0
    )
VAR CommissionAmount = Sales * Commission + BaseBonus
VAR ComisTotal = SUMMARIZE( VALUES( OCRD[SlpCode] ), OCRD[SlpCode], "ComisTot",  MAX( 0, CommissionAmount ) )
RETURN
SUMX( ComisTotal, [ComisTot] )

At using a VAR after RETURN it gives a wrong total.

I made a dummy data model to show this procedure here.

Could you please advice?

Thanks,

Fernando

[OvidiuNeacsu]

Hello everyone,

I am trying to calculate some average times and it works well, except the Totals. Each row represents a candidate. 

The table I have looks like this: 

The formula I use for the column in the middle is: 

From Interview Scheduled to Offer = IF ( ISBLANK([_Average days to Offer]) || ISBLANK([_Average days to Interview - Scheduled]), BLANK(),([_Average days to Offer] - [_Average days to Interview - Scheduled]))

The purpose of it is to ignore the calculation if the other column is blank and if that applies to give a blank result. Which works perfectly, except for the TOTALS. Is there something I can add to my formula so that the total is blank also unless the same candidate has both values? 

The 1st and 3rd column are also calculations that apply to columns that contain whole numbers (number of days from application to Interview or Offer in this case) or null values, that apply to each candidate (as I said one row = 1 candidate) 

_Average days to Interview - Scheduled = CALCULATE( AVERAGE([_Days Application to Interview - Scheduled]), FILTER(report, report[_Days Application to Interview - Scheduled] <> 0 ))

_Average days to Offer = CALCULATE( AVERAGE([_Days Application to Offer]), FILTER(report, report[_Days Application to Offer] <> 0 ))

I might be missing something here, can you please help me implement the "HASONEVALUE" function? Maybe it would be a solution here. 

Thank you very much!

[maulopez]

Amazing! I just tried this Greg's solution after days of struggling with meassure totals for the first time and it worked perfectly. It is indeed amaizing that Microsoft hasn't come out with a solution of their won for this problem alredy coded in PBI, but this solution is a real wonder. Thanks so much Greg, you're a genious ! BTW, the poem is fantastic too! : )

[samiller71]

How can one apply this solution to a measure that references two additional measures, as shown below?

Lost Customers = IF([Total Orders]>0 && [Last Period Orders]<=0 ,1,0)

For your reference, below are the details of the two additional measures:

Total Orders = SUMX(RELATEDTABLE('Mfg Invoice Data-Mar'),'Mfg Invoice Data-Mar'[Quantity])

Last Period Orders = CALCULATE(
SUM('Mfg Invoice Data-Mar'[Quantity]),
DATESBETWEEN(
'Mfg Invoice Data-Mar'[Creation Date].[Date],
DATEADD(LASTDATE('Mfg Invoice Data-Mar'[Creation Date].[Date]),-1*[Selected Period],DAY),
LASTDATE('Mfg Invoice Data-Mar'[Creation Date].[Date])
)
)

I am trying to show a total of Lost Customers but the total is outputting "1".