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jwhibley
Regular Visitor

Calculate sum and percentage based on IF Lookup

Hi there,

 

I am new to DAX and am really struggling to work out how to make a measure work that looks for a particular combination of products in a column and then assigns a contribution weighting based on that combination.

 

The DAX query I have developed thus far looks like the below but I am unsure where I am going wrong:

 

measure = IF(LOOKUPVALUE(product[product_name],product[product_name]," Product A")=" Product A",
SUMX(product,
SWITCH(true(),
product[product_name] = " Product B", products[total_sell]*1+SWITCH(true(),product[product_name] = " Product A", products[total_sell]*.30),
product[product_name] = " Product A", products[total_sell]*.30 ,[total_sell])),[total_sell])

 

My issue occurs on the Product B line. What I would like to accomplish is when a particular deal has Product A, then add 70% of the total sell price of Product A to Product B's total sell

 

The actual result from my current DAX query looks something like this:


original.PNG

 

 

 

 

 What I need the data to look like is something more like the below, where the 70% from Product A is added to Product B's final total.

 

final.PNG

 

 

 

 

I am unsure what to do from here, any help would be really awesome

 

Cheers,

 

JJW

1 ACCEPTED SOLUTION

@@jwhibley

 

try these two measures and tweak as it works for you.

 

70% of Product A = 
VAR s = CALCULATE( SUM( Sheet1[Total Sell] ), Sheet1[Product Name] = "Product A" )
RETURN s * 0.70

Add to product B

 

Product B with 70 % of Product A = SUM( Sheet1[Total Sell] )  +
IF( MAX( Sheet1[Product Name] ) = "Product B", [70% of Product A], 0 )


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View solution in original post

9 REPLIES 9
parry2k
Super User
Super User

@@jwhibley

 

Can you provide some sample data for solution? 



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hi @parry2k

 

Here is a link to a sample file 

 

https://www.dropbox.com/s/pvb773uvxry1a1i/sample%20data.pbix?dl=0

 

 

Cheers!

@jwhibley so you are only interested in product a and b, in your model you have way more products.

 

Please clarify.



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@parry2k yes - I am only interested in Product A and Product B from the calculation perspective

@@jwhibley

 

try these two measures and tweak as it works for you.

 

70% of Product A = 
VAR s = CALCULATE( SUM( Sheet1[Total Sell] ), Sheet1[Product Name] = "Product A" )
RETURN s * 0.70

Add to product B

 

Product B with 70 % of Product A = SUM( Sheet1[Total Sell] )  +
IF( MAX( Sheet1[Product Name] ) = "Product B", [70% of Product A], 0 )


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

thank you so very much @parry2k it works great!

Cheers,

JJW

Glad to hear 🙂



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

also does that 30% + 70% contrubution is fixed.



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Feel free to email me with any of your BI needs.

The 30% / 70% contribution is always fixed when there is a Product A, if that makes sense

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