cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted

Showing the overlap of values of series between groups

I am trying to compare the portfolio composition for 2 mutual funds. The holdings information for both funds is in the same table.

 

On the top I have the % holding for each instrument within each fund showing all instruments. 

 

On the bottom I want the left and right charts to show only the instruments that the other fund does not own. And in the middle I want to show the % holding of the instruments that both funds hold. 

 

 

Comparing overlap of funds.JPG

Right now, I've created a filter for each of the 3 charts making each interact with only 1 chart and selecting the instruments in each group manually. in order to demonstrate the end result I want. 

 

Is there a way I can do this with measures? 

 

1 REPLY 1
Community Support Team
Community Support Team

Re: Showing the overlap of values of series between groups

Hi @Johnsnowlife,

 

Yes, there should be a way to do it with measures. But we can't create a measure without data and its structure. Could you please post a sample here in text mode? (pbix file would be great). The measure could be like this:

Measure =
CALCULATE (
    SUM ( 'table'[value] ),
    FILTER ( 'table', COUNT ( 'table'[InstrCode] ) >= 2 )
)

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.