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
Percentage Allocation: This is the investment value / total investment value and it need to change if we select different filters. I have calculated the value however it keeps calculating the allocation based on total investment value rather than total investment value of page level filters applied. I can't just show the investment value in percentage since I need to use the figure in the second calculated column as per below.
Weighted Return: This is the multiple of percentage allocation and total return. Easy to do of percentage allocation is correct.
@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).
Table_Investment[value]/sum(Table_investment[value]). This does not work since it takes sum of all values rather than filtered ones only
Table_Investment[value]/calculate(sum(table_investment[value]),allselected(Table_Investment)). This does not work also for some reason.
@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.
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