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Finance_BI
Frequent Visitor

Measure multiplying values in one column with two filters

Hello,

 

I have another roadblock in creating my comprehensive dashboard 😅 I will do my best to explain the issue below and include an example of the data.

 

It is a bit of a nesting doll situation. I would like to calculate the allocation of the numbered portfolios using the allocation of the lettered portfolios since the numbered portfolios are comprised of the lettered. That way, I can create a visual to display the currency and regional compositions of the numbered portfolios. Basically, I need to create a measure that filters the portfolio and allocation columns, then multiplies the related allocations. 

 

Any tips would be appreciated!

 

DatePortfolioAsset ClassCurrencyAllocationRegion
12/01/20221aEUR20%Europe
12/01/20221bEUR20%Europe
12/01/20221cEUR10%Europe
12/01/20221dEUR10%Europe
12/01/20221eEUR15%Europe
12/01/20221fEUR15%Europe
12/01/20221cashEUR10%Europe
12/01/20222aEUR15%Europe
12/01/20222bEUR15%Europe
12/01/20222cEUR20%Europe
12/01/20222dEUR10%Europe
12/01/20222eEUR20%Europe
12/01/20222fEUR10%Europe
12/01/20222cashEUR10%Europe
12/01/2022aa1USD15%North America
12/01/2022aa2EUR15%Europe
12/01/2022aa3GBP20%Europe
12/01/2022aa4SGD10%Asia
12/01/2022aa5JPY20%Asia
12/01/2022aa6CAD10%North America
12/01/2022aa7EUR10%Europe
2 REPLIES 2
v-jayw-msft
Community Support
Community Support

Hi @Finance_BI ,

 

What is the expected result?

 

Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution
to help the other members find it.

I would like to breakdown the allocation of currency and region for Portfolio 1 & 2 (the Portfolio column appears to close to the Date column in my example - sorry!). Portfolios 1 & 2 only show EURs but contain a percentage of Portfolio "a" which is made up of multiple currencies. I want to show these currencies broken down in Portfolio 1 & 2.

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