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Hi,
I am struggling to visually show how many repeat investors there are in my data for different funds. I have made a sample data set here:
My goal is when I input another fund into this data, I can check that new funds investors against all of the investors that I already have. For example, I want to see if there are any matches between Fund 4's investors and the rest of the fund's investors. When I try a pivot table, it will show the column "Count of Investors" as 1 under the Fund 4's name "Louis", even though the name Louis is already in the data set multiple times in different funds:
I would really appreciate any help I could get, as I am fairly new at Power BI and have spent countless hours trying to figure this out. Thank you
Solved! Go to Solution.
Hi @Anonymous ,
Just a small change to @mahoneypat formula for your desired result.
Fund Count =
IF (
ISINSCOPE ( 'Table'[Name] ),
CALCULATE (
DISTINCTCOUNT ( 'Table'[Fund] ),
ALL ( 'Table'[Fund] )
),
CALCULATE (
COUNT ( 'Table'[Fund] )
)
)
Regards,
Harsh Nathani
Appreciate with a Kudos!! (Click the Thumbs Up Button)
Did I answer your question? Mark my post as a solution!
You could write a Fund Count measure like this and use it instead of your count measure.
Fund Count =
CALCULATE ( DISTINCTCOUNT ( Table[Fund] ), ALL ( Table[Fund] ) )
If this works for you, please mark it as the solution. Kudos are appreciated too. Please let me know if not.
Regards,
Pat
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Thank you @mahoneypat
This worked for the individual fund names, however, it says there are 4 investors in each of the funds. Is there a way to have that show the actual amount?
Like shown in the picture below, it says 4 for all of them, when clearly there are 7 investors in Fund 3.
Hi @Anonymous ,
Just a small change to @mahoneypat formula for your desired result.
Fund Count =
IF (
ISINSCOPE ( 'Table'[Name] ),
CALCULATE (
DISTINCTCOUNT ( 'Table'[Fund] ),
ALL ( 'Table'[Fund] )
),
CALCULATE (
COUNT ( 'Table'[Fund] )
)
)
Regards,
Harsh Nathani
Appreciate with a Kudos!! (Click the Thumbs Up Button)
Did I answer your question? Mark my post as a solution!
I also tried to do it this way:
I edited the interactions so that the top left slicer (Fund) would filter the bottom left slicer(investor), but when I click "select all" on the bottom left slicer, it gives me all of the investors name in that matrix, not just Fund 1's investors.
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