on 16 Jul 2018 15:59:57
It would be great if Grand Totals on a Matrix or Table would add up correctly to the sum of the rows when you include MEASURES in the visual. Currently the total on a measure consists of the measure function itself, instead of the sum of the rows above. PLEASE give us the option to toggle totals to be a simple aggregate of the rows above also.
Jeroen ter Heerdt (administrator) on 24 Oct 2022 18:59:09
Moving this idea to "under review" to mark that discussions are underway. For full transparency, we have started working on DAX calculations at the visual level. That feature will make changes that will serve as building blocks for other features, including but not limited to the one discussed in this idea: providing more flexibility for influencing what is shown on the total: the visual total, the "DAX" total, or another expression altogether.
Hence, the delivery of this Idea will be dependent on the DAX-calculations-on-a-visual feature.
- Comments (148)
- Merged Idea (29)
RE: Matrix/Table grand totals with Measures
Actually grand total and subtotals only summarizes according to the function of the displayed value, but it is necessary sometimes, summarize: sum,average,count... at the same matrix, for example it is not easy if the value displayed only is sum . There are way to achieve this, but it is not as simple as if you could choose in the subtotal properties of the matrix if I want to see sum,average,count or another
RE: Matrix/Table grand totals with Measures
When setting values in the matrix visual there are no options to use a non-summarized value, instead they all must be summed, averaged, min, max, etc. We have seen this become an issue when using a DAX measure as the value. The measure will calculate correctly for each line item in the matrix but will total incorrectly at summary levels by summing all values or averaging all values rather than giving the measure for the data as a whole. Allowing for no summarization will allow the calculation to run as expected.
RE: Matrix/Table grand totals with Measures
In a table, it can make sense to put a sum in the total row, but in some cases, ex.: when the field is a rate or a percentage, it would make more sense to put an average instead of a sum.
Student A got 70% in his exam
Student B got 80% in his exam
Student C got 90% in his exam
Knowing that the sum of all % is 240% is futile. However, it would be relevant to know that the average for this exam is 80%.
RE: Matrix/Table grand totals with Measures
Total incorrect when Count distict in a matrix.
I have 2 rows in a sheet with the same value. When doing a count the total in the matrix shows 61 items. When doing a count distict it shows 59, even though the column and row totals show 60.
RE: Matrix/Table grand totals with Measures
For example, in my Matrix I have two columns that are multiplied together, creating a Quick Measure that I used for a THIRD column in the matrix. I would like the "Grand Total Sum" at the bottom to be the Sum of the values in the third column. However, right now the Total at the bottom represents the Product(multiplication) of the Sums of the first two columns.
RE: Matrix/Table grand totals with Measures
Hello all,I have been struggling with incorrect totals in hierarchies while using a measure. I understand this is caused by a lack of context for the 'totals' row. What I don't understand why an incorrect value is shown by default. This is confusing and off-putting, especially for people new to DAX and PBI.Why don't we add an option similar to 'show values as', call it something like 'show totals/subtotals as' and give options for different aggregations?I found a way using SUMMARIZE to create a virtual table for SUMX, AVERAGEX and MEDIANX. Confusingly, the first two work fine, while the latter omits filtered values as it pleases. I don't even know whether this way is correct, but it would be very useful to have the correct DAX imbedded.Thanks guys!Jana
RE: Matrix/Table grand totals with Measures
I want the option where i can customize the totals as per my requirement. The present scenario gives us the option to either display totals or not . But i think if there is a option where we can customize the totals to not just simply sum up the data, but rather applying filters on what data needs to be summed that is being displayed. There might be certain rows which we don't need in our final total.
RE: Matrix/Table grand totals with Measures
There should be an option to have the aggregation used in the totals row be separate from the aggregation used in the rest of the rows. For example, the ability to have the aggregation for table values be an average, but the grand totals show as a sum of the averages above. Currently, you have to create a measure to do this, but it would be easier and more streamlined if you could control the aggregation showed in the totals row for each column value.
RE: Matrix/Table grand totals with Measures
In a Table or Matrix, I sometimes need the column total and not the formula to give me the total, as there might be a filter or the way the calculation is done that gives the total incorrect, example: the data base gives the sales in weight, I need it in Bag qty, thus needs to divide by bag size (uom).