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 (133)
- Merged Idea (29)
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).
RE: Matrix/Table grand totals with Measures
Subtotals in tables should really be adjustable by column just like in excel pivot where you can enable / disable by column. It would give many of the table views a much smarter and more condensed expression. As it is now, subtotals also controls column totals which I find confusing.
RE: Matrix/Table grand totals with Measures
When I have a large table I want to quickly know how many rows there are. And potentially how many distinct count on each attribute there are.
So the total row shall not only display the sum of the measure, but also the count of the rows and the count distinct of the attributes.
Of course this can be achieved via DAX but it would be a convenience feature to have this as a Format option for the Table visual.
RE: Matrix/Table grand totals with Measures
Currently in the Table Visualization, users are only able to turn Totals on or off and only changing the font/color and outline. It would be very useful to have more options in here similar to the Matrix Visualization and more. Some I would love to have are:
- Alignment – Same as you have it for Field Formatting where each field gets its own option to choose how they want the total to display.
- Different types of total options – Right now I have to write a DAX query to get a different total calculation than the default ‘Sum’ that it does. This is not intuitive and I think more options here would make a huge difference. For instance, have the ability to choose Average, Percent to Total, Mode, etc.. Here is an example of what I need to do in order to achieve a custom percent to total of a column:
Total formatting different =
if(
HASONEVALUE(MyTableName[ColumnX]),
SUM(MyTableName[ColumnNeedsDifferentTotal]),
format(sum(MyTableName[ColumnNeedsDifferentTotal])/COUNT(MyTableName [ColumnNeedsDifferentTotal]),"Percent"))
- Ability to apply conditional formatting to totals
RE: Matrix/Table grand totals with Measures
In a table or matrix viz, we have the option currently to turn all totals or subtotals on or off. We should be able to toggle totals and subtotals for each column or row header field individually.
Perhaps there is a limit like the header field must have less than X values, that would be fine.
This is needed because sometimes measures make sense in a particular context but not in aggregate, and i want to see those next to measures that make sense in a context and in aggregate.
One example of this is sales by month and cumulative sales growth against last year. The first makes sense both in context and aggregate. The second does not (or is not intuitive).