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.
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?
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 ) )