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[anthony56]

I'm somewhat new to complex DAX formulas, and would like some guidance on filter contexts. Specifically, we have some data where the values are associated with User 1, but the amounts need to be split between User 1 and User 2. So, for example, in the data below, while Apple and Orange are associated to user Mike, and Pear is associated to Julie, I need some way to "allocate" half of Orange to Mike and half to Julie.

User	Group	Amount
Mike	Apple	5
Mike	Orange	8
Julie	Pear	6

Thus, by "allocating" half to each, the total amounts would be: Mike = 9 (5 Apple + 4 half Orange), and Julie = 10 (6 Pear + 4 half Orange).

User	Total
Mike	9
Julie	10

Each time I try to create a visualization, the data is grouped by Mike and Julie, and I can't figure out how to get the Orange to be partially "allocated" to Julie. I've tried using ALL and ALLEXCEPT to remove the filter context in my measure, but I can't figure out how to make this work. Thanks for any guidance you can offer.

[anthony56 · Accepted solution]

To follow up, here is how I solved this - not sure if this is correct, but it worked, so let me know if anyone suggests a better approach.

I created a new table with a "factor" to apply to the Orange value, where Mike has -0.5 and Julie has +0.5, like this:

New table: Factor = DISTINCT( VALUES( UserData[User] ) )

New column: OrangeFactor = SWITCH( [User], "Mike", 0.5, "Julie", -0.5)

This produced a new table that looked like this:

Mike, -0.5

Julie, 0.5

I then created a relationship between my original UserData table and this new Factor table, joined on the User column.

I then created a new Measure on the original UserData table that calculated the "Orange adjustment", like this:

Orange Adjustment = SUM(Factor[OrangeFactor]) * CALCULATE(SUMX(FILTER(ALL(UserData), [Group]="Orange"), [Amount]))

This essentially takes the total of all data where Group="Orange" and multiplies it by the Factor for the User, which results in -4 for Mike, and +4 for Julie.

I then created a new Measure that is the Adjusted Amount, which takes the sum of Amount, and adds the Orange adjustment, like this:

Adj Amount = SUM(UserData[Amount]) + [Orange Adjustment] 

This produces the following results:

Let me know if there is a cleaner or better way to do this?

[v-shex-msft]

HI @anthony56,

I'd like to suggest you refer to below blogs about all and allexcept functions:

ALL, ALLEXCEPT and VALUES in DAX

Managing “all” functions in DAX: ALL, ALLSELECTED, ALLNOBLANKROW, ALLEXCEPT

Regards,

Xiaoxin Sheng

[anthony56 · Accepted solution]

To follow up, here is how I solved this - not sure if this is correct, but it worked, so let me know if anyone suggests a better approach.

I created a new table with a "factor" to apply to the Orange value, where Mike has -0.5 and Julie has +0.5, like this:

New table: Factor = DISTINCT( VALUES( UserData[User] ) )

New column: OrangeFactor = SWITCH( [User], "Mike", 0.5, "Julie", -0.5)

This produced a new table that looked like this:

Mike, -0.5

Julie, 0.5

I then created a relationship between my original UserData table and this new Factor table, joined on the User column.

I then created a new Measure on the original UserData table that calculated the "Orange adjustment", like this:

Orange Adjustment = SUM(Factor[OrangeFactor]) * CALCULATE(SUMX(FILTER(ALL(UserData), [Group]="Orange"), [Amount]))

This essentially takes the total of all data where Group="Orange" and multiplies it by the Factor for the User, which results in -4 for Mike, and +4 for Julie.

I then created a new Measure that is the Adjusted Amount, which takes the sum of Amount, and adds the Orange adjustment, like this:

Adj Amount = SUM(UserData[Amount]) + [Orange Adjustment] 

This produces the following results:

Let me know if there is a cleaner or better way to do this?