Adding a slicer from different columns; calculating sum based on values in other columns

[diana66]

Hello,

I have the following example table containing data about some products:

I want to make a report and I struggle with some issues:

- I would like to have a slicer for Period 1 and Period 2, if I choose Period 1 I would like to see all the info from the Period 1 columns (last year, this year, share, change) and the same for Period 2.

- For the Share column, I should have the brand share, but depending on Market, Measure and Category. So, for ex. what is the share for tomatoes in the vegetables category, volum measure and hypermarket. I calculated this using the following DAX sintax, (period1/calculate(sum(period1; allexcept measure; category), but in order to have them in the report I have to create those columns with share in Edit Query, and I don't know how.  

Could you, please, help me?

Thank you!

[vivran22 · Accepted solution]

Hello @diana66 

For the first problem, I would recommend you to transform your table using Power Query:

Unpivot your value columns:

Split the Attribute column(earlier headers) to create two separate columns:

This way you should be able to filter your visuals using slicers:

For the % share, it is not very clear what is the output you are looking for. Is this the output you are looking for?

I have created following measures for this:

Total fruits =
CALCULATE (
    SUMX ( dtTable, IF ( dtTable[Category] = "fruits", dtTable[Value] ) ),
    ALLEXCEPT ( dtTable, dtTable[Category] )
)


Total Vegetables =
CALCULATE (
    SUMX ( dtTable, IF ( dtTable[Category] = "Vegetables", dtTable[Value] ) ),
    ALLEXCEPT ( dtTable, dtTable[Category] )
)


% Share fruits = DIVIDE(SUM(dtTable[Value]),[Total fruits])

% Share Vegetables = DIVIDE(SUM(dtTable[Value]),[Total Vegetables])

You may find the solution pbix file here

Regards,
Vivek

If it helps, please mark it as a solution

Kudos would be a cherry on the top 🙂

https://www.vivran.in/

[diana66]

Hi @vivran22 

Thank you so much for your reply! The slicer solution worked perfectly.

For the share part, it works, but the problem is that I have a lot of categories and can't introduce them manually. Is there any way of calculating without adding the name of it? And I have to calculate the share for other indicators as well. Sorry, my first explanation was not the most understandable.

In the Period columns I have sales values. I have to have 3 types of analysis:
- one for brand level, splited by market. The category should have 100% in all market types, 100% in Sales and 100% in Volum.

- one for supplier level, spilited by market. Also the category should have 100% in all market types, 100% in Sales and 100% in Volum.

I have created a draft report, with how it should look like: (Private label is just another column where I have "Private label" and "No private label".). The example is for Brand level, I also have to have it for supplier level; and also with the slicer for Period 1 or Period 2. 

I hope I explained it right. 

Thank you so much again!

[vivran22]

Hey,

Still not very clear in terms of output required

Is this kind of calculation/value you are looking at?

pbix file

Regards,
Vivek

If it helps, please mark it as a solution

Kudos would be a cherry on the top 🙂

https://www.vivran.in/

[diana66]

Hi @vivran22 ,

I think I figured it out. This is how it should look like: 

Each channel(hypermarket, supermarket, country, etc) should have 100%. I used unpivot columns for "Brand and Supplier" to be able to use it as slicer(in an Attribute column), like you advised me. I used the following formula for value % share:

Value % Share = 'Table'[Period 1 This year]/calculate(sum(Table[Period 1 This year]);ALLEXCEPT(Table;Table[MARKET];Table[Measure];Table[CATEGORY];Table[Attribute]))

I think I will make 2 reports, one for period 1 and one for period 2.

Thank you again!!

Diana