Hi All,
I am currently working on creating a Banking Merger Model where I would like to simulate what the banking market looks like when two entities merge. My raw data set consists of a single column of entity names (and other identification columns for the entity) and then 30+ columns of financial information realting to that entity. There are three components to this:
- Creating a view of the market based on market data (Completed)
- Creating a view of the merged entity by selecting the two entities (buyer and seller) from two seperate slicers, with a bunch of measures working in the background calcualting the aggregated values of the two entities to calcuate single values for the merged entity (Completed - with assistance from article below)
https://www.sqlbi.com/articles/using-or-conditions-between-slicers-in-dax/
- Creating a view of the market with the merged entity, excluding the two entities that were merged (Incomplete)
No. 3 i cannot currently complete as I cannot insert the merged entity into the market view and remove the two entities that merged from the market given I have used measures in step 2 and not actually created rows of data for the merged entity.
My current logic to approach this problem is that I would have to abandon the measures approach and work towards something like filtering out the two entities that I would like to merge from the master dataset, sum them, then union them back to master data set filtering out the two individual entities who merged.
Has anyone done anything like this before/have any possible solutions? The aim is to have a dynamic dashboard and once the two entities (buyer and seller) have been selected in there slicers, all of the above calculations/visualisations can be formed.
