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DSArkphire
Frequent Visitor

inaccurate Matrix totals for measure

I've been working on a report and i've run into a problem my filters dont seem to be affecting the totals on the visual.

 

I have 2 filters (DealStage with 11 variable and pipeline with 3 variables) I also have a date filter all of which are within the same table as the value (amount_in_home_currency) which my measure uses. 

 

My actual measures are as follows

 

actual inv =
CALCULATE(
    SUM('Merge2'[amount_in_home_currency]),
    'Merge2'[DealStage] IN { "Invoiced" }
)
 
Forcast inv =
CALCULATE(
    SUM('Merge2'[amount_in_home_currency]),
    'Merge2'[DealStage] IN {"Order Received", "Lost", "Prospect", "Proposal Preparation", "Proposal Negotiation", "Qualified Need", "Proposal Sent", "Order Commitment", "Suspect", "Meeting Scheduled" ,"Workshop Scheduled" }
)
 
and here are the visuals.

 

unfilteredunfilteredfilter example afilter example afilter example bfilter example b

 

1 ACCEPTED SOLUTION

hi, @DSArkphire 

Just use FILTER in your formula as below:

New Forcast inv = 
CALCULATE(
    SUM('Merge2'[amount_in_home_currency]),
   FILTER(Merge2, 'Merge2'[DealStage] IN {"Order Received", "Lost", "Prospect", "Proposal Preparation", "Proposal Negotiation", "Qualified Need", "Proposal Sent", "Order Commitment", "Suspect", "Meeting Scheduled" ,"Workshop Scheduled" }
))
New actual inv = 
CALCULATE(
    SUM('Merge2'[amount_in_home_currency]),
    FILTER(Merge2,'Merge2'[DealStage] IN { "Invoiced" }
))

Result:

11.JPG

 

Best Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
v-lili6-msft
Community Support
Community Support

hi, @DSArkphire 

I think there should be something wrong in the relationship manage.

Please try to change the part of the "cross filter direction" from "Single" to "Both"  and try it again.

If you still have the problem, please share a simple sample pbix file for us have a test.

 

Best Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

I'm afraid I have no relevant relationships to change. I've attached a sample of my data which continues to demonstrate the error in question.

 

 

 

hi, @DSArkphire 

Just use FILTER in your formula as below:

New Forcast inv = 
CALCULATE(
    SUM('Merge2'[amount_in_home_currency]),
   FILTER(Merge2, 'Merge2'[DealStage] IN {"Order Received", "Lost", "Prospect", "Proposal Preparation", "Proposal Negotiation", "Qualified Need", "Proposal Sent", "Order Commitment", "Suspect", "Meeting Scheduled" ,"Workshop Scheduled" }
))
New actual inv = 
CALCULATE(
    SUM('Merge2'[amount_in_home_currency]),
    FILTER(Merge2,'Merge2'[DealStage] IN { "Invoiced" }
))

Result:

11.JPG

 

Best Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Ah thank you that was it.

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