I'm currently working on a financial report with a template. I want to make a difference in amount in euro's and the percentages.
For both I use a switch formula which is working as expected for the amounts, but the same formula used for the percentages, i only returning values for part of the rows, and not for all the rows in between as shown in table on the left.
When not used in the template but directly to the financial descriptions, the actual% is giving correct amounts. But when I want to use it whith the template descriptions, something went wrong..
This is the formula for the amounts that works fine:
this is the link to the file:
It would be great if somebody could help me!
The way I see it, your all calculation is coming from the table marked in red, and you are filtering it using the table marked in blue
Since there is no relationship between them, wherever you have defined the filter context in your measure, it is giving you the result, otherwise it is returning blank.
So, either we establish a relationship, then we can get the two tables to interact or we modify our DAX.
PS: I believe there is a significant scope of improving the model and the meausres. For instance, why we are dividing the meausres by 1?
If it helps, please mark it as a solution. Kudos would be a cherry on the top 🙂
If it doesn't, then please share a sample data along with the expected results (preferably an excel file and not an image)
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I know I still have to look into the measures, they are not completely correct yet, but I think that should not have impact on wheather the SWITCH formula is giving any results or not? For some rows it is not giving back anything at all?
I know there is not a relationship between those 2 tables, but that is also the case for the first formula, and that one is working fine. On another topic about financial reports with a template, it was told not to link the 2 tables.. So that's how I got it working for the first one, and i tried to set up the 2nd one exaxctly the same, but I can't get that one working.
Would your advise be to change the relationships then?
If I were you I would repair the measures or test this problem with only the properly working measures first. You will have to do this eventually and it would help in solving this problem.
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