Measure Totals, The Final Word 10-23-2018 06:42 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.

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[Anonymous]

Awesome stuff.  I look forward to digging into this more.