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Helper II
Helper II

Summarizing Data By Year and Detail



I am racking my over how to do this, so I am turning to the illustrious BI community.


I have to compute value by customer and by year yet still have the detail. Here's my example:


Customer A has three contracts signed over two years. Contracts 1 and 2 are valued at $1.2 million and were signed in 2016. Contract 3 is valued at $500,000 and was also signed in 2017. Contract 4 was signed in 2018 for $2 million. The company has taken out an insurance policy that covers each of these contracts. The policy has a $1 million cap for each policy year. The amount of covered is similar to tax withholding; namely, it is tiered.


Contract          Amount            Year              Pct               Coverage Limit

1                     $400,000          2016             33%             $333,000

2                     $800,000          2016             67%             $666,667

2016 Total    $1,200,000                             100%          $1,000,000


3                    $500,000          2017           100%             $500,000

4                  $1,000,000         2018           100%           $1,000,000


Total            $2,700,000                                                $2,500,000


I have the following derived column at the contract level:


Coverage Limit = var Amount = [Contract Amount]

   var CarryOver = SUMX(FILTER('Insurance', [CompoundKey] -- policy type & year -- = 'Contract'[CompoundKey] && Amount >= 'Insurance'[PolicyMin] && Amount < 'Insurance'[PolicyMax]), [CarryOverAmount]


  var MinimumAmt = SUMX('FILTER('Insurance'[CompoundKey] = 'Contract'[CompoundKey] && Amount >= [PolicyMin] && Amount < [PolicyMax]), [AmountMinimum])


  var AppliedPercent = SUMX(FILTER('Insurance', 'Insurance'[CompoundKey] = 'Contract'[CompoundKey] && [Amount] >= [PolicyMin] && [Amount] < [PolicyMax]), [Applied Percent])


   return CarryOver + ((Amount-MinimumAmt) * AppliedPercent)


The insurance table is a stand-alone table, no joins to any other table.


At the customer level, I have used the following formula for a derived column: Gross Limit = SUMX(CALCULATETABLE('Contract', FILTER('Contract', 'Contract'[CustomerID] = 'Customer'[CustomerID])), [ContractAmount])


At the contract level, I have used this formula for a derived column to arrive at a the pro-rata share: CALCULATE([ContractAmount]/RELATED('Customer'[Gross Limit]. This gives me my percentages, but here is the problem: it comes up with percentages based on the sum of all the amount across all years. I need to narrow the scope to each policy year.


As always, any guideance truly appreciated!




Re: Summarizing Data By Year and Detail


Could you please share dummy data of the three tables so that I can apply your DAX to test?


Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Helper II
Helper II

Re: Summarizing Data By Year and Detail

Here's a link to a dummy PBIX file.


I didn't include the percentages since that's part of my problem.



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