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sv12
Helper III
Helper III

Measure to a calculated column

Hi,

 

I am trying to recreate the below measure as a calculated column, so that I could have it used as a slider.

 

US Equity = (SUM('Portfolio Allocations'[USMV]) / SUM('Portfolio Allocations'[Value]) ) -(SUM('Portfolio Allocations'[USWEIGHT]) / 100)

 I have values (USMV, Value, USWEIGHT) for each "account number" and each "day"(Date)

 

How do I re-write this for a calculated column? 

Any help would be appreciated.

 

Thanks

2 ACCEPTED SOLUTIONS
PattemManohar
Community Champion
Community Champion

@sv12  Did you tried this ? Calculated Columns will perform the calculations at each row level and the aggregate functions can't be used.

 

US Equity = ('Portfolio Allocations'[USMV] / 'Portfolio Allocations'[Value])  - ('Portfolio Allocations'[USWEIGHT] / 100)




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

Proud to be a PBI Community Champion




View solution in original post

Anonymous
Not applicable

Hi @sv12 ,

 

If I'm not mistaken, you should be able to remove the aggregation from each column, like so:

 

US Equity = ('Portfolio Allocations'[USMV] / 'Portfolio Allocations'[Value] ) -('Portfolio Allocations'[USWEIGHT] / 100)

This will give you the Equity for each row in the data table.

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @sv12 ,

 

If I'm not mistaken, you should be able to remove the aggregation from each column, like so:

 

US Equity = ('Portfolio Allocations'[USMV] / 'Portfolio Allocations'[Value] ) -('Portfolio Allocations'[USWEIGHT] / 100)

This will give you the Equity for each row in the data table.

PattemManohar
Community Champion
Community Champion

@sv12  Did you tried this ? Calculated Columns will perform the calculations at each row level and the aggregate functions can't be used.

 

US Equity = ('Portfolio Allocations'[USMV] / 'Portfolio Allocations'[Value])  - ('Portfolio Allocations'[USWEIGHT] / 100)




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

Proud to be a PBI Community Champion




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