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ddbaker
Helper I
Helper I

SUMX Totals Work Each Month But Not In Grand Total

Hi Everyone,

 

I'm working with the following measure:

Upgrade MRR = 
VAR CustomerList = VALUES(Customers[Customer ID])
VAR Upgrades = 
    SUMX(
        FILTER(
            CustomerList,
            _Measures[MRR (Previous)] < _Measures[MRR (Current)] && _Measures[MRR (Previous)] <> 0
        ),
        [MRR (Change)]
    )
RETURN
Upgrades

This is calculating the sum of subscription upgrades. The logic is that it only includes values where the Previous MRR was less than the Current MRR and Previous MRR doesn't equal 0 (because that's classified as New MRR).

This measure works great when I look at the total Upgrade MRR in each month, but it doesn't give the correct total over a range of dates. Here is a matrix for your reference:

ddbaker_0-1639494341500.png

I need my measure to be able to give me the correct total Upgrade MRR in a year (or any range of dates) which is just the sum of the monthly totals.

Any ideas on how to fix this measure?

Thank you in advance!

2 REPLIES 2
amitchandak
Super User
Super User

@ddbaker , Assuming your fact name is fact, Try measure like

 

Upgrade MRR =
VAR Upgrades =
SUMX(Summarize( Fact, Customers[Customer ID], 'Date'[Month Year], "_1",
CALCUALTE( [MRR (Change)]
FILTER(
CustomerList,
_Measures[MRR (Previous)] < _Measures[MRR (Current)] && _Measures[MRR (Previous)] <> 0
)) ) ,[_1])
RETURN
Upgrades



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@amitchandak Thanks for the response!

I tried your measure, and I got all blank values. I made a Calculated Table to try and see what was going on, and the entire column with the Upgrade calculation is returning blank values. 

ddbaker_1-1639513876071.png

Here's my current measure:

 

 

Upgrade MRR = 
VAR CustomerList = VALUES(Customers[Customer ID])
VAR Upgrades = 
    SUMX(
        SUMMARIZE(
            Subscriptions, 
            Customers[Customer ID],
            'Calendar'[Month Year], 
            "Upgrades",
                CALCULATE(
                    _Measures[MRR (Change)],
                    FILTER(
                        CustomerList,
                        _Measures[MRR (Previous)] < _Measures[MRR (Current)] && _Measures[MRR (Previous)] <> 0
                    )
                )
        ),
        [Upgrades]
    )
RETURN
Upgrades

 

 

Here are the other measures being used in MRR (Change):

 

MRR (Current) = 
VAR CustomerList = VALUES(Customers[Customer ID])
RETURN
SUMX(
    CustomerList,
    _Measures[MRR]
)
MRR (Previous) = 
VAR CustomerList = VALUES(Customers[Customer ID])
RETURN
SUMX(
    CustomerList,
    CALCULATE(
        [MRR],
        PREVIOUSMONTH('Calendar'[Date])
    )
)
MRR (Change) = 
_Measures[MRR (Current)] - _Measures[MRR (Previous)]

 

Also, here's a picture of the data model:

ddbaker_0-1639513826241.png

Do you know how to fix this?

 

@mahoneypat  Any ideas?

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