Understanding Power BI Totals: The Math, the Model, and the Misconceptions

The long-running debate around how Power BI calculates totals in tables and matrices has been part of the community conversation for years. Greg Deckler has kept the topic alive through his ongoing “broken totals” posts on social media, often suggesting that Power BI should include a simple toggle to make totals behave more like Excel. His continued campaign prompted a detailed reply from Daniel Otykier in his article No More Measure Totals Shenanigans, and earlier, Diego Scalioni explored how DAX evaluates totals internally in his post Cache me if you can: DAX Totals behind the scenes.

This blog brings all those perspectives together from a scientific and comparative angle. It looks at how totals are calculated in Power BI and compares that behaviour with Tableau, Excel, Paginated Reports, and even T-SQL. The goal is not to take sides, but to clear up the confusion around what is happening under the hood.

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Power BI’s Broken Totals – Myth Debunked

Are Power BI Totals Really Broken?

Let’s get one thing clear right at the start, no, Power BI totals are not broken. There is no “it depends” this time. What some interpret as broken behaviour is actually how DAX and the underlying model are designed to work.

This post is not personal, it is purely scientific and technical. While I have great respect for Greg and his significant contributions to the Power BI community, I disagree with the use of the word “BROKEN.” It sounds dramatic but does not reflect the full truth. Totals in Power BI behave exactly as the model and the maths define them to. Want to know why? Keep reading.

Why this matters

When someone with Greg’s influence keeps saying totals are “broken”, it really affects how new users see Power BI. Some even start thinking the tool itself is not reliable, when what they are seeing is actually how different reporting tools do their calculations in different ways.

It helps to know the main calculation styles that these tools use:

  • Cell based: This is what you get in worksheet formulas and classic PivotTables that use Excel ranges. Totals are just simple sums of the shown items, with no model or relationships behind the scene.
  • Model driven: This is how Power BI works and also Excel PivotTables that use the Data Model (Power Pivot) or connect to a tabular dataset. Measures are calculated again for every context, so totals depend on how filters and relationships are set.
  • Query driven: Tools like Paginated Reports work this way. The report runs a query, for example SQL or DAX, gets the dataset, and then sums or averages values in the report design. The author decides how each total should be calculated.
  • Hybrid (query and context driven): Tableau fits in here. It gets the data through a query but also lets you change the level of detail and how totals behave in the visual. So sometimes it acts like a query tool and sometimes more like a model one.

Most of the confusion happens when people compare results from these tools as if they all worked the same way. Once you understand the difference between cell based, model driven, query driven, and hybrid tools, the way Power BI shows its totals starts to make full sense.

The problem that started it

Greg’s long-running example uses a small table with a single column of numbers and a DAX measure like this:

SUMX(SampleData, SampleData[Amount]) - 10

In the total row, the result shows 590, while he expects 580 (two groups of 290 each). Based on that, he argues that Power BI totals are “wrong”.

But DAX is only doing what it is told to do. In this measure, the subtraction of 10 happens after the total amount is calculated, not for each row. If the intention was to take 10 away per row, then the measure should be written like this:

SUMX(SampleData, SampleData[Amount] - 10)

This version gives the expected 580 because the subtraction now happens at the lowest level of detail, which is per row.

This might look like a small detail, but it is exactly where most of the confusion around totals begins. The difference is not about Power BI being wrong; it is about understanding where in the calculation the operation happens.

The math behind it

Before we look at the numbers, let’s first talk about what we are trying to do. We Greg’s small and very simple table that shows some amounts by Category and Colour:

CategoryColourAmount
ARed100
AGreen100
ABlue100
BRed100
BGreen100
BBlue100
Continue reading “Understanding Power BI Totals: The Math, the Model, and the Misconceptions”

Endorsement in Power BI, Part 2, How to Endorse?

Endorsement in Power BI, Part 2, How to Endorse?

In the previous post I explained the basic concepts around endorsement in Power BI. We discussed that users’ ability to collaborate in creating and sharing artifacts is one of the key aspects of users’ experience in Power BI. But it would be hard, if not impossible, to identify the quality of the artifact without a mechanism to identify the artifact’s quality in large organisations. Endorsement is the answer to this challenge. We discussed the following in the previous post:

In this post, I explain the following:

How do Power BI administrators enable certification and grant rights to security groups?

In the previous post, we discussed that a Power BI administrator must enable certification and grant sufficient rights to the security groups. Therefore, all members of the specified security group are authorised to certify the artifacts. If you are a Power BI administrator, follow these steps to do so:

  1. After logging into Power BI Service, click the Settings button
  2. Click Admin Portal
  3. From the Tenant settings, scroll down to find the Export and sharing settings
  4. Find and expand the Certification setting
  5. Enable certification
  6. Put the certification process documentation URL (if any)
  7. It is not recommended to enable this feature for the entire organisation. So, select the Specific security groups option
  8. Type the security group name and select it from the list
  9. Click the Apply button

The following image shows the above steps:

Enabling certification from the Admin Portal in Power BI Service
Enabling certification from the Admin Portal in Power BI Service

It may take up to 15 minutes for the changes to go through. After that, all the members of the specified security can certify the artifacts. In the next section, we see how to certify the supported artifacts.

Note

Everyone who has “write” permission on the Workspace containing the artifact can promote it. Therefore, the users or security groups with one of the Admin, Member, or Contributor roles in the Workspace can promote the artifacts.

However, one should not promote the artifacts just because he/she can. The organisations usually have a promotion process to follow, but the boundaries around promoting are often much more relaxed than certifying it.

Continue reading “Endorsement in Power BI, Part 2, How to Endorse?”

Endorsement in Power BI, Part 1, The Basics

Content Endorsement in Power BI, Part 1, The Basics

As you may already know, Power BI is not a report-authoring tool only. Indeed, it is much more than that. Power BI is an all-around data platform supporting many aspects you’d expect from such a platform. You can ingest the data from various data sources, transform it, model it, visualise and share it with others. Read more about what Power BI is here.

One of the key aspects of users’ experience in Power BI is their ability to collaborate in creating and sharing artifacts, making it an easy-to-use and convenient platform. But the convenience comes with the cost of having a lot of shared artifacts in large organisations raising concerns about the artifact’s quality and trustworthiness. It would be hard, if not impossible, to identify the quality of the artifacts without a mechanism to identify the quality of the artifacts. Endorsement is the answer to this.

In this series of blog posts, I answer the following questions:

But before we start, we need to know what content means in Power BI.

What does Content Mean in Power BI?

Update:
Microsoft lately updated the “Content” terminology, which is slightly different from when I wrote this blog. So I replaced content with artifact that is a more generic term. While the term content is not relevant to the topic anymore, I decided to keep this section explaining what content means in Power BI.

When we use the term Content in the context of Power BI, we refer to the artifacts related to visuals in Power BI Service. We currently have the following artifacts in Power BI:

From those artifacts, the Reports, Dashboards and Apps are Contents.

Continue reading “Endorsement in Power BI, Part 1, The Basics”