Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
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 type | Portfolio 1 | Portfolio 2 | Portfolio 3 | Portfolio 4 |
A | 0% | 25% | 40% | 35% |
B | 25% | 50% | 25% | 0% |
C | 33% | 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
Solved! Go to Solution.
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.
Hi @Anonymous,
Based on my test, you could try to create a parameter:
Unpivot your Portfolio columns in query editor:
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:
You could also download the pbix file to have a view.
Regards,
Daniel He
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.
@Anonymous good try but that doestn work
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
111 | |
100 | |
80 | |
64 | |
58 |
User | Count |
---|---|
146 | |
110 | |
93 | |
84 | |
67 |