see corrected totals in a matrix

[AndreaPRJ]

Hello everyone, I have been approaching the product for a short time and I would have a problem in solving a customer request.

We have a main table with assets and 3 tables linked to it with the "COLONNA JOIN X" key, where I have the absolute performance for each asset. There are 3 asset levels and each level has its absolute performance, which MUST NOT BE THE SUM, but a value that is always the same

I attach the Level 3 join table (already filtered for a certain date i use in the report) where we see that the absolute performance of the "Fondi Edge"  asset (on Level 3) is 99.9% 

I attach also Level 4 join table (also already filtered for the same date) where we see that the absolute performance of the "Other Edge Funds" asset (on Level 4) is 8.16% and that of the "Multistrategy Edge Funds" asset is instead of 5.09%

well, if I show everything in a normal table (at the bottom level) there are no problems and I see the correct data, if instead I use a matrix, it always gives me the 99.9% at all levels (therefore always the percentage of the "highest" level (Level 3)).

for PERF%  i Used Maximun 

I thank in advance anyone who can help me to show the correct performance / percentages with the matrix (which is the tool the customer would like).

Regards

[MFelix · Accepted solution]

Hi @AndreaPRJ,

This is a context problem when you make the measure has you are doing you only pick up the level 3 value so for all lines in the matrix no matter the level it is will pick up level 3 value and calculate accordingly. 

What you need to do is to add the additional context to your measure so try the following measure. 

Performance Percentage =

var tempTable =             SUMMARIZE (

                'Analisi perf &bmk',

                'Analisi perf &bmk'[LIVELLO_5],

                'Analisi perf &bmk'[LIVELLO_4],

                'Analisi perf &bmk'[LIVELLO_3],

                'tabella join l5'[PERFORMANCE_PERCENTUALE],

                'tabella join l4'[PERFORMANCE_PERCENTUALE],

                'tabella join l3'[PERFORMANCE_PERCENTUALE]

            )

return

SWITCH (

    TRUE (),

ISINSCOPE ( 'Analisi perf &bmk'[LIVELLO_5] ),

        MAXX (

tempTable,

            'tabella join l5'[PERFORMANCE_PERCENTUALE]

        ),

    ISINSCOPE ( 'Analisi perf &bmk'[LIVELLO_4] ),

        MAXX (

tempTable,

            'tabella join l4'[PERFORMANCE_PERCENTUALE]

        ),

    ISINSCOPE ( 'Analisi perf &bmk'[LIVELLO_3] ),

        MAXX (

tempTable,

            'tabella join l3'[PERFORMANCE_PERCENTUALE]

        )

)

[AndreaPRJ]

Very very good

it works perfectly and is just what I needed. Thank you so much for your invaluable help!

super!

[MFelix]

Hi @AndreaPRJ ,

This has to do with the context of the values, when you go to the totals the context changes and the result is calculated based on that new context.

Can you please share a mockup data or sample of your PBIX file. You can use a onedrive, google drive, we transfer or similar link to upload your files.

If the information is sensitive please share it trough private message.

[AndreaPRJ]

I can send you the file via wetransfer if you like