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Under Review

Matrix/Table grand totals with Measures

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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 (142)
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on 11 Apr 2023 17:43:47

RE: Matrix/Table grand totals with Measures

The ability to add accumulating sub totals into a matrix table in Power BI. So for example Income, cost of sales and then a subtotal called gross profit, then overheads and another subtotal called net profit. The net profit would be a calculation of gross profit + overheads and not just total the overheads

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on 11 Apr 2023 17:43:34

RE: Matrix/Table grand totals with Measures

measure in table matrix calculates correctly at the row level, but not as expected at the total level (treats the total level as a row). Instead of having to rewrite the measure, the user should have the option to allow the total to calculate at the row level, or calculate as the sum of the values in the measure column, or as defined otherwise by the user.

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on 11 Apr 2023 17:43:33

RE: Matrix/Table grand totals with Measures

In a matrix we sometimes add a currency value and the converted sterling equivalent.  The total for the sterling equivalent is needed - but then the total on the currency value is a nonsense number.  In field formatting we mess around to hide that total using colours but really it should be an option to "do not total".  

It is not really a formatting issue but there is no per-field options within the subtotals section - so maybe it could sit in field formatting?

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on 11 Apr 2023 17:43:24

RE: Matrix/Table grand totals with Measures

Getting the right "total" on a matrix/table visual remains something that confuses many (e.g., many questions in the community). It would be great to have the option to choose how the "total" is calculated. The user should be able to choose the current behavior (i.e., no row filters) but also one of several aggregation options (sum, average, min, max). This would make it so new users wouldn't have to build and/or understand measure like - SUMX(VALUES(Table[Column]), [Measure]) for example.

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on 11 Apr 2023 17:43:23

RE: Matrix/Table grand totals with Measures

Please, it is not fun to explain to executives, why column grand totals are not the sum of the row data in the column. It is not fun, to explain the grand total, is the formula in the context of the entire range of data and not the sum of what is being displayed.

Please, allow us to change the context of the grand total to simply be a sum of the data shown in a matrix column.

Instead we are forced to write formulas that specifically geared to accommodate grand total to sum the data. It would be so much easier to click the format of grand total to simply sum a matrix column. It would be even better to select behavior per column.

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on 11 Apr 2023 17:38:56

RE: Matrix/Table grand totals with Measures

Grand totals currently return the measure at a Total level. So sometimes the value is incorrect as it is not an aggregate of the values in the table. PowerBI should at least give the option to calculate the Sum, Average, Weighted Average or Measure Calculation for the Grand Total.

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Mark Johannesen on 13 Mar 2023 03:54:31

RE: Matrix/Table grand totals with Measures

YAY! I`m a newb but immediately I felt matrix Totals are worthless to the untrained end user, a total is a total of a column for any excel user. Thanks for working on this.

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Nilima Rodrigues on 02 Mar 2023 01:17:04

RE: Matrix/Table grand totals with Measures

PLEASE PLEASE get this done! Trying to always do a workaround for something as simple as this is extremely inconvenient!!!

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on 17 Feb 2023 22:09:54

RE: Matrix/Table grand totals with Measures

It's been 5 years since idea was brought up, I think it's time ⌚

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Frank Smith on 10 Feb 2023 17:15:05

RE: Matrix/Table grand totals with Measures

It is unfortunate that this is a blatant problem for Measures in Power BI. This should be addressed ASAP; it can be a deterrent for wider adoption of your platform.

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