Totals values are not calculated correctly

[Mario]

Hi Together, I have advanced calculations which do not calculate the sum value correctly. Even with some ideas from our forum I can’t get any further. Thanks for your help

Test.pbix (936.5 KB)

[JarrettM]

What you need to use is SUMMARIZE. Here is a Measure I used to get the correct totals for one of your measures:

Total Sales Styling Appointment 2 =
SUMX (
    SUMMARIZE (
        Customer,
        Customer[Customer ID],
        "Total Sales", CALCULATE (
            [Total Sales],
            DATESBETWEEN (
                'Date'[Datum],
                [Date of First Purchase Styling],
                [Date of First Purchase Styling] + 4
            )
        )
    ),
    [Total Sales]
)

Here is a great video to watch:

[BrianJ]

@Mario,

Please take a look at this thread below. I believe it addresses the identical problem you are having.

Showing only last balance

@BenBen2, Sure – see example below using your Current Balance measure. If you just drop Deposit Type and Current Balance into a Table visual, you’ll get this: [image] The Deposit Type rows work fine because they are defined in the initial data model, and the calculation is row by row, so IRA, Money and Share produce correct current balance results. However when Power BI gets to the Total row, it doesn’t have sufficient context to evaluate that row correctly, so it basically does this ¯\(ツ…

If you still have trouble after working through this, just give a shout.

• Brian

[BrianJ]

Two replies at the same time. Apparently, @JarrettM just types slightly faster…

Interesting variation in approaches that gets to the same end result.

• Brian

[Mario]

@JarrettM

SUMX ( SUMMARIZE ( Customer, Customer[Customer ID], “Total Sales”, CALCULATE ( [Total Sales], DATESBETWEEN ( ‘Date’[Datum], [Date of First Purchase Styling], [Date of First Purchase Styling] + 4 ) ) ), [Total Sales] )

So many thank. It´s a great solution and works fine.