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Hi everyone,
I am new to Power Bi.
I am working on an investment file in excel with these columns (Investment Name, Geography, Industry, Client, Investment Value, Total Return (%) etc)
I have applied slicers on the report view for Geography, Industry, Client etc. When we select any geography it only shows the table for that region etc.
I need to two new calculated columns in my final table
Appreciate your feedback.
Regards,
Ali Akram
@Anonymous can you share your measure you created to calculate the % and probably I can suggest the change in those measures.
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@parry2kI have tried both calculations as per below. (These are calculated columns rather than measures).The formula should be "Investment Value"/"sum of "Investment Value". The sum should be based on the values selected in slicer (Geography, client, industry etc).
Regards,
Ali Akram
@Anonymous you should add these as measures
DIVIDE( SUM(Table_Investment[value]), calculate(sum(table_investment[value]),allselected(Table_Investment)) )
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@Anonymous just to confirm you added it as measure correct?
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@parry2k No. I added it as a new column.
I have corrected it and used a measure now with following result. The problem is same as i was experiencing before. The formula does not consider any page level filters and slicers applied to the report. It takes allocation as percentage of all investments across all clients. I want the allocation column to change if we select other client name etc
I am able to show the investment value as "Percentage of Grand Total" and it retains the page level filters however I can't refer the column in calculation. Is there any way i can accomplish same !
@parry2k The formula doesn't work. It just shows 100% allocation for each investment. The first allocation column shows the correct values while the last allocation column shows 100% for each investment based on the formula you shared.
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