Analyst in Action

Are you a fan of matrix visual in Power BI? If you are as I am, I always struggle to get the correct totals and get something else instead of the totals it can be average. After a lot of research and going over different community posts, finally we have found 3 common scenarios that can elevate your matrix to the next level. To start with, I am using Sample Superstore data. Let's first explain the 3 different scenarios that we will tackle - We  would like  to show both Total Sales and Average Monthly Sales across different categories and different periods. We  would like  to show the Average Sales in the row subtotals and Total Sales in the column subtotals. Last and the  most interesting scenario is to show the Total sales excluding the furniture sales in the row subtotals and total sales in the column subtotals. Let's start by getting the correct totals in a matrix. Generally, if  use  basic Sum, Average... functions in your measures then most likely...

Yes, you heard it right Power BI still hasn't figured out how to show the correct totals. One of the most common questions in the Power BI community is related to it. So, let's figure out what can you do to correct your totals. I am using Sample Superstore data to start getting rid of the implicit measures that have already been created. I am creating a matrix with categories and sub-categories. Let's include the total sales, total profit, and the total number of orders received (if you are wondering how these measures are created then it's just the sum of sales, profit, and distinct count of order ID respectively). Protip- One of the best practices involves creating a separate table for measures (stand-alone table). In this case, we only have 5 measures but what if you have 70-80 measures all in the fact table. If you critically note the total for sales and quantity sold shows the correct total but if you sum up the total number of orders for furniture it doesn't ...