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I have a disconnected table which has target percentages for gross margin (table 2). I have another table which has the raw data in which I calculate the margin percentages (table 1).
PROBLEM = My Target Gross Margin IF statement (the output of either YES/NO listed on Table 1) is not calculating correctly in relation to the target percentages (the percentages listed in Table 2).
- EXAMPLE: See line 1 of Table 1. Item Cost $8.93 -> The Target Gross Margin % = 71%. If the Margin %_purch does not exceed this percentage, the output should = NO. Currently, the output = YES
TARGET SOLUTION = The goal is to have the IF statement produce the correct output of either YES or NO true to the percentage targets listed in table 2.
- EXAMPLE: See line 1 of Table 1. Item Cost $8.93 -> The Margin %_purch is < Target Gross Margin 71%. The output should = NO.
Any ideas on where I am going wrong? My intuition is leading me to believe that my DAX syntax is wrong.
Below are my DAX Syntax:
(Table 1 - Raw Data w/ Margin %_purch)
(Table 2 - Disconnected Table w/ Target Gross Margin Percentages)
Solved! Go to Solution.
@Anonymous
Can you show me the actual structure of your Table1? What you show in your first screen capture looks like a matrix visual. If so, what fields are you using in that visual?
If I understand correctly what you are showing, try this:
MeetTargetGrossMargin? = IF ( [Margin %_purch] > CALCULATE ( VALUES ( Table2[Gross Margin] ), FILTER ( Table2, Table2[Cost From] <= SELECTEDVALUE ( Table1[PRICE] ) && Table2[Cost To] >= SELECTEDVALUE ( Table1[PRICE] ) ) ), "Yes", "No" )
@Anonymous
I see there are quite a few issues. You marked it as solved but it's not working at all
1. First of all, the code I provided earlier was meant to be a measure, since you were showing a visual and were already using another measure to calculate the margin
2. I do not understand how the margin is calculated for each item. The code for your measure is:
Margin %_purch = DIVIDE(SUM(PurchaseOrderTrans[PRICE]) - SUM(PurchaseOrderTrans[Item Cost]); SUM(PurchaseOrderTrans[PRICE]))
I'm at a loss there, given the set-up you have in your visual. What are you trying to do? How would be the margin calculated conceptually? Why the SUM( )s?? Why does it have to be a measure?
3. I would just keep the calculation of the margin as a calculated column in your table, i.e. calculated per row in your table (don't know if that's the requirement):
MarginAsCOLUMN = DIVIDE ( PurchaseOrderTrans[PRICE] - PurchaseOrderTrans[Item Cost]; PurchaseOrderTrans[PRICE] )
4. And then another column in your table for the check:
MeetTargetGrossMargin? = IF ( PurchaseOrderTrans[MarginAsCOLUMN] > CALCULATE ( VALUES ( 'Cost Gross Margin%'[Gross Margin] ), FILTER ( ALL ( 'Cost Gross Margin%' ), 'Cost Gross Margin%'[Cost From] <= Table1[PRICE] && 'Cost Gross Margin%'[Cost To] >= Table1[PRICE] ) ), "Yes", "No" )
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