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phoenix20
New Member

Column creation - Ratio to sum by group

Hello all

I am struggling quite a lot with the following case. What I want to achieve is to create a column (important) per row that calculates the ratio of a value of that row, to the total by a group. Below is an example with excel with the formula:

 

Example

 

So, the highlighted column is what I want. For example row 2 , the 11,8 is calculated as a the value (B2) to the sum of the cars . The reason I need a column is that I want to use these weights later for creating another column.

 

When I create the following formula alone in Power BI to get totals per group, it works fine:

 

 

Sum_per_group = CALCULATE(SUM(RawData[Sales),RawData[Type]=RawData[Type])

 

If i then enter the value , so to find the ratio , as per below, I get only "Nan" ! (I added only the [Sales]/  )

Ratio = [Sales] /  CALCULATE(SUM(RawData[Sales),RawData[Type]=RawData[Type])

 

 

 

What am I doing wrong? 😕

1 ACCEPTED SOLUTION
Eric_Zhang
Employee
Employee


@phoenix20 wrote:

Hello all

I am struggling quite a lot with the following case. What I want to achieve is to create a column (important) per row that calculates the ratio of a value of that row, to the total by a group. Below is an example with excel with the formula:

 

Example

 

So, the highlighted column is what I want. For example row 2 , the 11,8 is calculated as a the value (B2) to the sum of the cars . The reason I need a column is that I want to use these weights later for creating another column.

 

When I create the following formula alone in Power BI to get totals per group, it works fine:

 

 

Sum_per_group = CALCULATE(SUM(RawData[Sales),RawData[Type]=RawData[Type])

 

If i then enter the value , so to find the ratio , as per below, I get only "Nan" ! (I added only the [Sales]/  )

Ratio = [Sales] /  CALCULATE(SUM(RawData[Sales),RawData[Type]=RawData[Type])

 

 

 

What am I doing wrong? 😕


@phoenix20

You can try to create a calculated column as below. See attached pbix file.

Ratio To Type =
RawData[Sales]
    / CALCULATE ( SUM ( RawData[Sales] ), ALLEXCEPT ( RawData, RawData[Type] ) )

Capture.PNG

View solution in original post

3 REPLIES 3
Eric_Zhang
Employee
Employee


@phoenix20 wrote:

Hello all

I am struggling quite a lot with the following case. What I want to achieve is to create a column (important) per row that calculates the ratio of a value of that row, to the total by a group. Below is an example with excel with the formula:

 

Example

 

So, the highlighted column is what I want. For example row 2 , the 11,8 is calculated as a the value (B2) to the sum of the cars . The reason I need a column is that I want to use these weights later for creating another column.

 

When I create the following formula alone in Power BI to get totals per group, it works fine:

 

 

Sum_per_group = CALCULATE(SUM(RawData[Sales),RawData[Type]=RawData[Type])

 

If i then enter the value , so to find the ratio , as per below, I get only "Nan" ! (I added only the [Sales]/  )

Ratio = [Sales] /  CALCULATE(SUM(RawData[Sales),RawData[Type]=RawData[Type])

 

 

 

What am I doing wrong? 😕


@phoenix20

You can try to create a calculated column as below. See attached pbix file.

Ratio To Type =
RawData[Sales]
    / CALCULATE ( SUM ( RawData[Sales] ), ALLEXCEPT ( RawData, RawData[Type] ) )

Capture.PNG

Ashish_Mathur
Super User
Super User

Hi @phoenix20,

 

Try this clculated column formula

 

=SUM(Data[Sales])/CALCULATE(SUM(Data[Sales]),FILTER(Data,Data[Type]=EARLIER(Data[Type])))

 

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
davehus
Memorable Member
Memorable Member

Hi @phoenix20,

 

Try:

 

SalesbyGroup = CALCULATE(SUM('Table'[sales]),ALLEXCEPT('Table', 'Table'[Type]))

 

Ratio = DIVIDE([Total Sales],[SalesbyGroup])

 

This should give you the desired outcome.

 

Rgds,

 

Dave

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