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Anonymous
Not applicable

measure that will calculate by end user input

hi guys.. 

 

i have a table like this, where I have different types of investment portfolios that i would like to aply by customer. 

 

 

Customer typePortfolio 1Portfolio 2Portfolio 3Portfolio 4
A0%25%40%35%
B25%50%25%0%
C33%33%33%1%

D

22%22%45%

11%

 

and then i would like to have a filter or input that the end user will use, where he will select the amount that he would like to invest. 

 

 Investment  
 $                100
 $                200
 $                300
 $                400
 $                500
 $  600
 $  700
 $  800
 $  900
 $ 1,000

 

I would like to have a calculation that i could use then in a graph or table where based on two selections the measure will be dynamicaly calculated. 

 

first i select the type of customer, which will distinguish the split of the funds into all portfolious 

second based on the investment it will split the amount according to the percentage.. 

 

so lets say i will select customer type A (in a slicer or filter) and then i select investment 1000 .. 

then i would like to see outcome like this:

 

customer Type  Portfolio 1    Portfolio 2    Portfolio 3     Portfolio 4

 A                          $0                $250            $400              $250

 

i am open try any posible suggestions 

 

Thank you very much 

 

miba

 

 

 

1 ACCEPTED SOLUTION
adetogni
Solution Sage
Solution Sage

Example of one measure

 

Portfolio1 inv = SELECTEDVALUE(tableInvestment[Investment]) * SELECTEDVALUE(tabletype[CustomerType])

 

this measure will take the current selected value of the two tables and calculate the multiplication.

Then you repeat for the other 4 types of portfoliio and put in a graph.

 

 





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3 REPLIES 3
v-danhe-msft
Microsoft
Microsoft

Hi @Anonymous,

Based on my test, you could try to create a parameter:

1.PNG

Unpivot your Portfolio columns in query editor:

1.PNG

Apply it and create a measure:

Measure = [Parameter Value]*CALCULATE(SUM(Table1[Value]))

Create a metrix and add related field, now you could see the result:

1.PNG

You could also download the pbix file to have a view.

 

Regards,

Daniel He

 

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
adetogni
Solution Sage
Solution Sage

Example of one measure

 

Portfolio1 inv = SELECTEDVALUE(tableInvestment[Investment]) * SELECTEDVALUE(tabletype[CustomerType])

 

this measure will take the current selected value of the two tables and calculate the multiplication.

Then you repeat for the other 4 types of portfoliio and put in a graph.

 

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Anonymous
Not applicable

@adetogni  good try but that doestn work 

 

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