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ViralPatel212
Resolver I
Resolver I

Summary Table visual

Hello Team,

 

This may be hard to explain but here goes! 

I am trying to create a table visual where it summarises the ranking of our dealers barclays based off our data points "Clients"

The ranking is based of Sum of Volume

 

We have several clients where they provide data and within each data they have dealers.

When i filter the data by client i.e. " T Rowe Price" barclays is ranked 6th and when i change the filter to "KBC" barclays is ranked 9th

ViralPatel212_0-1710249050130.png

ViralPatel212_1-1710249077631.png

ViralPatel212_2-1710249097439.png

 

I want to create a summarized table with that information for Barclays:

ClientRank
T Rowe Price6
Invesco6
KBC9
1 ACCEPTED SOLUTION
ViralPatel212
Resolver I
Resolver I

I have resolved this issue. 

 

created a measure for barclays

Measure: 
var _rank = RANKX(ALL('Dealer Ranking'[Counter Party]),[Ranking Size (Vol)],,DESC)
VAR _tab =
    FILTER (
        ADDCOLUMNS (
            ALL( 'Dealer Ranking'[Counter Party] ),
            "@rank", [Dealer Ranking Number 2 test]
        ),
        [Counter Party] = "Barclays"
    )
VAR _rankbarclays =
   CALCULATE( MAXX ( _tab, [@rank] ), REMOVEFILTERS('Dealer Ranking'[Glimpse_buy_side]))


RETURN

_rankbarclays

 

View solution in original post

4 REPLIES 4
ViralPatel212
Resolver I
Resolver I

I have resolved this issue. 

 

created a measure for barclays

Measure: 
var _rank = RANKX(ALL('Dealer Ranking'[Counter Party]),[Ranking Size (Vol)],,DESC)
VAR _tab =
    FILTER (
        ADDCOLUMNS (
            ALL( 'Dealer Ranking'[Counter Party] ),
            "@rank", [Dealer Ranking Number 2 test]
        ),
        [Counter Party] = "Barclays"
    )
VAR _rankbarclays =
   CALCULATE( MAXX ( _tab, [@rank] ), REMOVEFILTERS('Dealer Ranking'[Glimpse_buy_side]))


RETURN

_rankbarclays

 

ViralPatel212
Resolver I
Resolver I

@Greg_Deckler 

Hi Greg, where you able to access the files?

thanks

 

Greg_Deckler
Super User
Super User

@ViralPatel212 Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


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@Greg_Deckler  Apologies for the confusion. 

Here is the sample data as requestion with the Pbix File. In the report i have created a expected table that i want to create. In this example, i have used J.P. Morgan rather than Barclays. 

Outcome, i want to see the ranking position of J.P.Morgan against each client.

 

I didn't know how to upload the files so i added it to google drive: 

https://drive.google.com/drive/folders/1Oj1ZdJifZHwdSc6CimPOtZEEtW5lTsOd?usp=sharing

 

Hopefully this make sense.

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