So this is a problem that's been stumping me for a while.
The task is to calculate total revenue, then calculate other accounts as a percentage of revenue.
Take this dummy data set
Table Balances
Account | Year | Month | Value |
1 | 2010 | 1 | 8 |
1 | 2010 | 2 | 7 |
2 | 2010 | 1 | 6 |
2 | 2010 | 2 | 5 |
3 | 2010 | 1 | 4 |
3 | 2010 | 2 | 3 |
4 | 2010 | 1 | 2 |
4 | 2010 | 2 | 1 |
Table Chart_of_Accounts
Account | Level 1 | Level 2 |
1 | Revenue | Lemonaide |
2 | Revenue | Popsicles |
3 | Expense | Lemons |
4 | Expense | Ice |
Putting this data in a pivot table is clean enough.
Revenue for any month would be the sum of account 1 and 2, as they have the Level 1 filter of "Revenue".
I thought that a measure would be the best way to calculate an account as a percentage of revenue, so I wrote a measure for that purpose.
Percent_of_Revenue = DIVIDE(CALCULATE(sum(Balances[Value])),CALCULATE(sum(Balances[Value]),Chart_of_accounts[Level 1]="Revenue"))
The idea goes you sum up all account entries that have a Level 1 of "revenue" and divide the value by revenue to get percent of revenue. However, the measure didn't quite work that way.
It's clear from this that the measure is filtering by reporting level, so the "total revenue" part of the measure is never actually calculating the total revenue, but only for that specific filter result.
I think this can be corrected by using ALLEXCEPT in the measure, but I've been unable to get it to work.
Edit : can't attach a .pbix to this post, account is probably too new.
Solved! Go to Solution.
Is this what you are expecting the result to be
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so pretty much what I posted was correct result and that's what you are looking for
here are my dax expression, I like to break those in smaller piece for readbility
Total Value = SUM ( Data[Value] ) Total Revenue = CALCULATE( [Total Value], FILTER ( ALLSELECTED( Chart ), Chart[Level 1] = "Revenue" ) ) % of Revenue = DIVIDE( [Total Value], [Total Revenue], 0 )
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Use ALLSELECTED.
Here is my formula that works (SalesSUM is a Measure that is Sum of Sales):
Percentage Of Total = 'Order_Line_Invoice'[SalesSUM]/CALCULATE(sum('Order_Line_Invoice' [Sales]),ALLSELECTED())
Injecting what I think are your fields:
Percentage Of Total = 'sum(Balances'[Value]/CALCULATE(sum('Balances' [Value]),ALLSELECTED())
I hope it works.
Is this what you are expecting the result to be
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Feel free to email me with any of your BI needs.
I think I'm on the right path, with an added filter to the measure, I was able to get part of what I wanted.
Percentage_Of_Total_mod1 = sum('Balances'[Value])/CALCULATE(sum('Balances'[Value]),ALLSELECTED(),Chart_of_accounts[Level 1]="Revenue")
The subcategories are being correctly divided by the revenue.
However, ALLSELECTED removes the year and month filters, so data is only correct at the highest level, and if you drill down, the numbers are being divided by the total revenue across all months rather than by the monthly revenue. I'm thinking that the correct implemention involves a way for the measure to ignore reporting levels, but keeping all other filters (e.g. month/year).
@codexteroif you can confirm the image i posted is the result you are expecting that will be helpful to get you the solution.
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I got it.
Percentage_Of_Total_mod1 = sum('Balances'[Value])/CALCULATE(sum('Balances'[Value]),ALL(Chart_of_accounts[Level 1],Chart_of_accounts[Level 2]),Chart_of_accounts[Level 1]="Revenue")
returns the correct results.
Yep that's exactly what I was looking for. I found my own solution to the problem, but I'd be intrested to see yours.
so pretty much what I posted was correct result and that's what you are looking for
here are my dax expression, I like to break those in smaller piece for readbility
Total Value = SUM ( Data[Value] ) Total Revenue = CALCULATE( [Total Value], FILTER ( ALLSELECTED( Chart ), Chart[Level 1] = "Revenue" ) ) % of Revenue = DIVIDE( [Total Value], [Total Revenue], 0 )
Proud to be a Datanaut! Appreciate your Kudos
Feel free to email me with any of your BI needs.
The calculation I posted works with filters.
I recommend making a measure of the Sum of Revenue and using that instead of the root data. In that you'd put the filter "Chart of Accounts" criteria. That may be why the formula is not working for you.
Measures that pre-sum commonly used numbers work well and save future work.
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