Column with SUM summarization being treated as DISTINCT instead

[ayup]

Hi there

Got a strange problem that I'm hoping someone can help me with.

I've imported a financial data source into PBI Desktop that includes two columns that hold monetary amounts - ENTERED_AMOUNT and ACCOUNTED_AMOUNT.  After importing the data, as expected/required, PBI has defined both fields with a Data Type of "Decimal Number" and a Default Summarization of "Sum":

However, when displaying these fields together in a table visual, PBI seems to be treating the summarization of ACCOUNTED_AMOUNT as though it is a "Distinct":

Note that there is no totalling on ACCOUNTED_AMOUNT and the values displayed are distinct values for the column for the data being filtered.

However, if I use a matrix visual instead, both fields are displayed as expected:

I can work around this problem by creating a separate measure that performs a sum against ACCOUNTED_AMOUNT:

Any ideas why the default summarization is behaving this way?

[ayup]

I've work out what's going on here but not why.  It seems that the default summarization has not been carried down to the table visual for ACCOUNTED_AMOUNT - this was set to "Do not summarize" - but it was carried down for ENTERED_AMOUNT.  Changing the summarization on the column at the visual level fixes the problem.

However, I still don't understand why the visual in not inheriting the default summarization that is defined against ACCOUNTED_AMOUNT.

[vanessafvg]

was the data type a decimal when you dragged it in the visual first time? did you create any relationships using it?  just throwing those out there.   must be a logical reason

[ayup · Accepted solution]

Thanks for you response.

The column has been decimal all along.

I think I'm going to call this one as resolved - having changed the summarization on the visual level to "Sum" on the offending visual, I can no longer reproduce the issue.  Any new visual that I created that includes ACCOUNTED_ACCOUNT is correctly inheriting the Default Summarization of "Sum".  However, I am confident that I have, at no point changed the Default Summarization value; nor have deliberately changed the column's summarization at the visual level.

Anyhow, this issue is not significant enough to worry about.