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rkarim
New Member

I need Buyer wise (cumulative) month wise short realization %

My data is like that, plz help me to have 

 

Ex-Factory    Buyer                 Invoice No.                   Invoice Amount             Realized Value      Short Realized 

16-Sep-19GPE MajorTAL-GPEMAJOR-2020-007$31,054.49$0.00 
16-Sep-19GPE MajorTAL-GPEMAJOR-2020-008$263.76$0.00 
27-Dec-19Mark IntlTAL-MARK-DG-2020-009$114,455.04$0.00 
27-Dec-19Mark IntlTAL-MARK-DG-2020-010$54,768.00$0.00 
14-Dec-20Mark IntlTAL-MARK-DG-2020-065$70,425.60$70,150.60$275.00
14-Dec-20AuraTAL-Aura-2020-066$93,216.56$93,171.56$45.00
17-Dec-20AuraTAL-Aura-2020-067$15,245.53$14,664.68$580.85
7-Jan-21Mark IntlTAL-MARK-DG-2021-003 $                      65,733.41 $           64,143.75$1,589.66
31-Mar-21CindrellaTAL-RRL-2021-021 $                      22,816.75 $           22,762.63$54.12
31-Mar-21CindrellaTAL-RRL-2021-022 $                        3,642.60 $             3,588.48$54.12
27-Feb-21MASTAL-MAS-2021-024 $                      22,113.68 $           21,973.68$140.00

 

 

1 REPLY 1
BA_Pete
Super User
Super User

Hi @rkarim ,

 

You first need to create a monthYear column in your data to aggregate values over.

I did this in Power Query by adding a new column with this formula:

Text.Combine({Text.Start(Date.MonthName([exFactory]), 3), Text.End(Text.From(Date.Year([exFactory])), 2)}, "-")

 

Once you apply that to the model, then you just need to create a basic percentage measure:

_shortRealised% = 
DIVIDE(
    SUM(aTable[shortRealised]),
    SUM(aTable[realisedValue]),
    0
)

 

Then you just need to put this measure into a visualisation with [buyer] and [monthYear] to get the monthly Short Realised percent for each month/buyer.

 

BA_Pete_1-1627651637842.png

 

Pete



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