daxhelp
6 TopicsDAX Measure: Incorrect Total of PBI vs Excel export
Hello Power BI Community, I'm facing an issue with my DAX measure Budget Balance, where the totals in Power BI visual don't match when exported the results to Excel. The row-level calculations seem fine, but the total is incorrect. Here’s my current measure trace: Due = [ParticipationAmt] - [ReceivedAmt] OpenAging = CALCULATE([Due], Event[Event Age Group] <> "Paid/Completed", REMOVEFILTERS(Event[Event Date]), Event[Event Age] > 0) FlatRatesTotal = IF(ISINSCOPE('Branch'[FPA Name]) || ISINSCOPE('Branch'[RM Name]) || ISINSCOPE('Branch'[Branch]), BLANK(), SUM('Flat Rates'[Flat Rates])) Total YTD Budget = [ActualBudgetTotal] + [FlatRatesTotal] Budget Balance = IF([Total YTD Budget] = 0, [OpenAging]*-1, [Total YTD Budget] - SUM('Transaction Detail'[Participation/Received])) Calculated Column: Participation/Received = IF(LOOKUPVALUE(Event[Event Status], Event[Event ID], 'Transaction Detail'[EVENTID])="Closed", [Received $], [Participation $]) The issue: The total for Budget Balance does not align with Excel (PBI totals are lower compared to Excel) I suspect the issue may be with SUM vs. iterating functions like SUMX or how totals are aggregating at different levels. Can anyone help identify what might be causing the incorrect total and how to fix it? Appreciate any insights! Thanks in advance!Solved1.1KViews0likes5Commentsgrouping by with DAX without losing link to original data
PARTY_ID Distinct Count of Flags 11111 21 222222 17 333333 16 444444 16 555555 16 666666 15 777777 15 888888 15 999999 15 10101010 15 121212121 14 131313131 14 141414141 14 151515151 14 161616161 14 171717171 14 181818181 14 191919191 14 202020202 14 212212121 14 I need to have some dax so that I can put the above into the following format for a clustered bar chart: countofPARTY_ID Distinct Count of Flags 1 21 1 17 3 16 5 15 10 14 i have succesfully got the data out in this format via SQL, but I do not want to lose the PARTY_ID so that I can keep the drill-through capability. Thanks!Solved966Views0likes4CommentsMeasure based on a column ignoring few other column
Hello Community, I have a chart to display the price values for each country (drill down to entity level) based on the years selected in the slicer. Another slicer will have the list of categories. The request here is 1) Graph to show only the differences that are matching the criteria. for example: if "100-200" is selected in the the difference slicer then the graph should display the countries that are having differences between 100-200 only for the year selected or maximum of the years (in case multiple years are selected). 2) Show the difference value in the tooltip only for the maximum year. The difference value should be sum of the difference values of the entities in that country (hence the drill down). Please can someone share thoguhts on how to achieve this? below is the sample data. Client Country Entity Year Price Maximum Price Difference A India Entity 3 2020 854 975 121 A United Kingdom Entity 4 2021 441 600 159 A United States Entity 5 2022 115 636 521 A India Entity 3 2020 619 519 -100 A United Kingdom Entity 4 2021 233 759 526 A United States Entity 5 2022 687 903 216 B Spain Entity 1 2020 100 152 52 B Australia Entity 1 2021 100 328 228 B New Zealand Entity 1 2022 220 545 325 B Spain Entity 2 2020 400 703 303 B Australia Entity 2 2021 300 800 500 B New Zealand Entity 2 2022 453 900 447490Views0likes1CommentDax Help
Hi Team, I have requirement where SSRS report has fixed current year values , previous year values and the variance of both. I have now got requirement where to in Power BI report and it should no longer be only a static this year vs last year comparison, but instead allows an adjustable time period (ex: last x weeks/months to previous x weeks/months, this period to same period last year, etc.). Please suggest. Thanks, Prathy1.8KViews0likes3CommentsCreate Calculated Column for new security trades which shows either current holdings, buys, sells
Hi Guys - newbie here, i am trying to add a column which identifies new trades between two dates (current week and prior week) with the goal to calculate the total value of new trades , sells, and existing holdings. My data set looks something like this (Type of Holding is what I want the calculated column to look like) Link to sample dataset: https://docs.google.com/spreadsheets/d/e/2PACX-1vQQCHpm7AAomMcuPlExXjY3tYnj7WzLkiZXfPUvL6FHtzMUc-untTIlfSNzMNBIL9BLZSbvaNXu7NVG/pubhtml I would like to use this column to track the changes in face value using a decomposition tree (something similar to the below example).606Views0likes2CommentsYTD showing two different values
Hi all, I have two reports where I use the same YTD dax measure, but the result is really different. On the 1st table the YTD is giving the running total, but on the second table it seems to calculating avg? Which one is correct? Measure: Net Churn - 30D% YTD = CALCULATE([Net Churn - 30D%], DATESYTD('🔎Calendar'[Date])) Measure: CHURN%_YTD = CALCULATE([NET_CHURN%], DATESYTD(monthly_churn_db_dates[DATE_KEY])) Thanks a lot!419Views0likes1Comment