cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
JohnM Frequent Visitor
Frequent Visitor

How to add a fixed percentage assessment fee to a sub-total

I have an organization budget consisting of many departmental budgets rolled into one.  I need to assess a 10% fee from the income from each department.  My columns are Department, Account, then each month of the year and a total.  I need to see the 10% subtracted from each amount under the pertinent month.  Here is a sample of my data:

incomesampledata.jpg

 

Thanks!


For example, January's Total should have 10% subtracted from it. 145,364-10% or 145,364-14,536
1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: How to add a fixed percentage assessment fee to a sub-total

@JohnM well it should be pretty close what you are looking for, happen to take advantage of Nov PowerBI Update. YaY

 

budget.PNG






Did I answer your question? Mark my post as a solution.

Proud to be a Datanaut! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





View solution in original post

9 REPLIES 9
Super User
Super User

Re: How to add a fixed percentage assessment fee to a sub-total

@JohnM it will be best practice to unpivot your data then there will be simple DAX calculation and you will able to create this matrix the way you want.

 

Let me know if you need further help, if possible share sample data in excel and can do the solution for you.






Did I answer your question? Mark my post as a solution.

Proud to be a Datanaut! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





v-jiascu-msft Super Contributor
Super Contributor

Re: How to add a fixed percentage assessment fee to a sub-total

Hi @JohnM,

 

Based on your data here, please try the measure below. If you need more details, please share a sample file.

Measure =
IF (
    ISFILTERED ( Table1[Account] ),
    SUM ( Table1[Total] ),
    SUM ( Table1[Total] ) * 0.9
)

How-to-add-a-fixed-percentage-assessment-fee-to-a-sub-total

 

 

Best Regards,
Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Highlighted
JohnM Frequent Visitor
Frequent Visitor

Re: How to add a fixed percentage assessment fee to a sub-total

I'm still struggling with this a bit. Here is a link to sample data if anyone wants to tackle it... SampleData Excel File  Again, I need to assess 10% from everyone each month and know what that amount is so I can later add it to the General Fund's income.

 

Thanks!

I copied you since you first had a look.  I appreciate any help you can give.

 

@v-jiascu-msft

@parry2k

Super User
Super User

Re: How to add a fixed percentage assessment fee to a sub-total

@JohnM is this what you are looking for?

 

budget.PNG






Did I answer your question? Mark my post as a solution.

Proud to be a Datanaut! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





JohnM Frequent Visitor
Frequent Visitor

Re: How to add a fixed percentage assessment fee to a sub-total

@parry2k Wow! You work fast!  Thanks again for helping out!

 

You almost have what I need.  I don't need the 10% from each account -- just from the monthly total at the bottom.

 

Sorry if you received this twice -- I am having problems with the Reply form.

Super User
Super User

Re: How to add a fixed percentage assessment fee to a sub-total

@JohnM taking of 10% from total is not an issue but  table total will not make sense, see image below. We have full amount of each month and then total is budget - 10% 

 

If you are expecting two lines for total, one with actual budget and other with 90% , we cannot do that and in that case we need to add two visual. how you expect to see final output?

 

budget.PNG






Did I answer your question? Mark my post as a solution.

Proud to be a Datanaut! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





JohnM Frequent Visitor
Frequent Visitor

Re: How to add a fixed percentage assessment fee to a sub-total

"If you are expecting two lines for total, one with actual budget and other with 90% , we cannot do that and in that case we need to add two visual. how you expect to see final output?"

 

@parry2k I think I might need to go with the above (two visuals).  If you don't mind, how did you do the example with the 10% from each account and total?  I might be able to make that work - but not sure.

Super User
Super User

Re: How to add a fixed percentage assessment fee to a sub-total

@JohnM i created a calculated table and try to put together both in one table. I will soon send pbix and you can pick and choose.

 

budget.PNG

 

 






Did I answer your question? Mark my post as a solution.

Proud to be a Datanaut! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





Super User
Super User

Re: How to add a fixed percentage assessment fee to a sub-total

@JohnM well it should be pretty close what you are looking for, happen to take advantage of Nov PowerBI Update. YaY

 

budget.PNG






Did I answer your question? Mark my post as a solution.

Proud to be a Datanaut! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





View solution in original post

Helpful resources

Announcements
Ask Amanda Anything Q&A

Ask Amanda Anything Q&A

Learn the answers to some of the questions asked during the Amanda Triple A event.

October 2019 Community Highlights

October 2019 Community Highlights

October was a busy month in the community. Read the recap article to learn about some of the events and content.

New Solution Badges

New Solution Badges

Two waves of brand new solution badges are coming! Read the article for more information on our new community badges.

Analytics in Azure virtual event

Analytics in Azure virtual event

Experience a limitless analytics service built to ingest, prep, manage, and serve data for immediate use in Power BI.

Users Online
Currently online: 164 members 1,686 guests
Please welcome our newest community members: