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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? 


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

Best Regards!


Community Support Team _ Dale
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