How to calculate dynamic percentage difference from the same column

[trying2learnpbi]

Hello all, 

I am trying to calculate dynamically the percent difference using Price values from the same column and using filter context from two different columns (Month and Type)

I have been trying this measures formula below but I am sure my DAX is off.

Expense Calc = CALCULATE(SUM('Table1'[Price]),FILTER(ALL(('Table1'),[Type]="Expense" && 'Table1'),[Month]="April") )

Income Calc = CALCULATE(SUM('Table1'[Price]),FILTER(ALL(('Table1'),[Type]="Income" && 'Table1'),[Month]="April") )

percent diff = (Income Calc - Expense Calc)/Income Calc * 100

Additionally, if possible, I would like PBI to dynamic change the percent calc based on Month/Year Selected on the page? is this possible? 

See example below: 

Month	Type	Price
Mar	Income	$1000
Mar	Expense	$500
April	Income	$300
April	Expense	$800

[v-yangliu-msft]

Hi  @trying2learnpbi ,

Is your problem solved? If it is solved, you can mark the correct answer as a marker, if it is not solved, you can provide detailed information we can help you better.

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Ajithkumar_03]

Hi @trying2learnpbi ,

I hope this below Measures will help you,

Measure 1:

Measure 2:

Measure 3:

Dynamically it will work.


Best Regards,
Ajith Kumar

If it solves your issue, please accept it as the solution to help the other members find it more quickly.

[trying2learnpbi]

@Ajithkumar_03 thanks for your reply. I tried your format but am getting the error below. It is weird since the Type column has two values (income and expense). 

[Ajithkumar_03]

@trying2learnpbi 
Cosed bracket is missing. Please refer the below screenshot. 

[DataNinja777]

Hi @trying2learnpbi 

My observation is that for your Expense Calc measure, you do not need to input hard corded "April" month, and similarly for your Income Calc, you do not need the hard coded "April" month filtering.  

Your [percent diff] measure is just the margin and I wouldn't call it as percent diff as it is not describing what it is. 

[trying2learnpbi]

@DataNinja777 thanks for the reply. I tried removing April but am getting error message (see screenshot below). Any help would be appreciated. 

[DataNinja777]

Hi @trying2learnpbi 

Dax is like an excel formula.  You can delete the blue crossed out part.  

Best regards,