Forum Discussion
DAX calculation help!
Hello!
I'm hoping somebody can point me in the right direction with a DAX query that I need to be able to solve but can't quite get me head around.
We have a fact table at a day granularity where a product has total cost and revenue metrics. I need to be able to calculate a margin share of the total cost i.e. revenue/total cost and then share the margin between two partners based on rules.
Partner A must get at least 20% margin.
Partner B then gets anyting over 20% margin up until 40%
The margin over 40% is shared equally by A & B
So, for example:
Product A on Jan 1 2024 has TotalCost 1000 and Revenue 300 = 30% margin
Partner A gets 200, Partner B gets 100
Product B on Jan 1 2024 has TotalCost 1000 and Revenue 390 = 39% margin
Partner A gets 200, Partner B gets 190
Product C on Jan 1 2024 has TotalCost 1000 and Revenue 400 = 40% margin
Partner A gets 200, Partner B gets 200
Product D on Jan 1 2024 has TotalCost 1000 and Revenue 540 = 54% margin
Partner A gets 270, Partner B gets 270
Any guidance or help on this would be very much appreciated!
Thanks
Hi mlmchilli ,
First of all, many thanks to lbendlin for your very quick and effective replies, and I will give some additions below:
1.Create the sample table.
2.Create the new measure to calculate the margin share.
Margin Share = var partn_ = SELECTEDVALUE('Table'[Partners]) VAR Margin = DIVIDE(SUM('Table'[Revenue]), SUM('Table'[Total cost])) VAR BaseMargin = 0.2 VAR UpperMargin = 0.4 VAR ExcessMargin = MAX(0, Margin - UpperMargin) VAR SharedExcess = ExcessMargin / 2 RETURN IF(partn_ = "A", IF(Margin <= 0.4, BaseMargin * SUM('Table'[Total cost]), BaseMargin * SUM('Table'[Total cost]) + SharedExcess * SUM('Table'[Total cost])), IF(Margin <= 0.4, (Margin - BaseMargin) * SUM('Table'[Total cost]), BaseMargin * SUM('Table'[Total cost]) + SharedExcess * SUM('Table'[Total cost])) )3.Drag the measure into the table visual. The result is shown below.
Best Regards,
Wisdom Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
Hi mlmchilli ,
First of all, many thanks to lbendlin for your very quick and effective replies, and I will give some additions below:
1.Create the sample table.
2.Create the new measure to calculate the margin share.
Margin Share = var partn_ = SELECTEDVALUE('Table'[Partners]) VAR Margin = DIVIDE(SUM('Table'[Revenue]), SUM('Table'[Total cost])) VAR BaseMargin = 0.2 VAR UpperMargin = 0.4 VAR ExcessMargin = MAX(0, Margin - UpperMargin) VAR SharedExcess = ExcessMargin / 2 RETURN IF(partn_ = "A", IF(Margin <= 0.4, BaseMargin * SUM('Table'[Total cost]), BaseMargin * SUM('Table'[Total cost]) + SharedExcess * SUM('Table'[Total cost])), IF(Margin <= 0.4, (Margin - BaseMargin) * SUM('Table'[Total cost]), BaseMargin * SUM('Table'[Total cost]) + SharedExcess * SUM('Table'[Total cost])) )3.Drag the measure into the table visual. The result is shown below.
Best Regards,
Wisdom Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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