Subtotals are incorrect on variable that provides actual and forecast based on received date.

[JaclynPugh2022]

The total quantity is incorrect.  How can I fix this please?

Rolling Avg MTD Qty 3 Mo =

VAR LastReceivedDate =

CALCULATE( MAX('received pivot'[Date]),

REMOVEFILTERS()

)

VAR Actuals = [MTD Qty in ths side tbl]

VAR FutureForecast =

CALCULATE(

    [Quantity Forecast],

    KEEPFILTERS('DimDate1'[Date]>LastReceivedDate)

)

VAR Result = FutureForecast + Actuals

RETURN

Result

[v-kkf-msft]

Hi @JaclynPugh2022 ,

Please try the measure.

Measure = 
IF ( 
    ISFILTERED ( 'Table'[MMM_YYYY] ),
    [Rolling Avg MTD Qty 3 Mo], 
    SUMX ( VALUES ( 'Table'[MMM_YYYY] ), [Rolling Avg MTD Qty 3 Mo] )
)

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[JaclynPugh2022]

I like how this works, it adds up correctly; however, I still need to get the sublevel items so the part nubmers that roll up into this total to sum correctly.  The part numbers do not sum up to the month total as shown below, for example, looking at Second Item, for July if I sum the totals of the below parts I get (104), but that is not right because the overall month total is correct (24).  Any ides?

[v-kkf-msft · Accepted solution]

Hi @JaclynPugh2022 ,

I am not sure if I understood your question correctly. Do you want to calculate only the rows with values greater than 0 in the subtotal?

Measure = 
IF (
    ISFILTERED ( Forecast[sublevel items] ),
    SUM ( Forecast[Value] ),
    CALCULATE (
        SUM ( Forecast[Value] ),
        FILTER (
            SUMMARIZE (
                Forecast,
                Forecast[Item],
                Forecast[sublevel items],
                'Calendar'[Date].[Month],
                "_sum", SUM ( Forecast[Value] )
            ),
            [_sum] >= 0
        )
    )
)

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.