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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Simple Cost Ratio from GL Data

Hello all, pretty frustrated with what I feel should be a simple task

 

I have a simple set of GL data, as seen below, where my amount is in one column, and my accounts are rows.

 

 

I then do a very simple model where I have a GL Account class lookup table, which assigns the class "revenue" and "cost" to each account.

 

 

I then just want to have a simple cost ratio at the account level, of cost/total revenue. the table should look as such below, but nothing returns at the account level for a margin. even the revenue accounts are wrong, as Revenue Reg should be 60% of total revenue, , and Revenue Spec should be 40%

 

My measures are 

Value = SUM(data_table[Amount])
Total Revenue = CALCULATE([Value],gl_class[Class]="Revenue")
Cost Margin = DIVIDE([Value],[Total Revenue])
 
any help would be greatly appreciated
  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi Anonymous ,

    Please have  a try.

    Create a measure.

    Total Revenue = CALCULATE(SUM('Table'[Amount]),ALLEXCEPT(gl_class,gl_class[Class ]))

    Best Regards

    Community Support Team _ Polly

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous ,

    Please have  a try.

    Create a measure.

    Total Revenue = CALCULATE(SUM('Table'[Amount]),ALLEXCEPT(gl_class,gl_class[Class ]))

    Best Regards

    Community Support Team _ Polly

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

  • wdx223_Daniel's avatar
    wdx223_Daniel
    Community Champion

    Total Revenue = CALCULATE([Value],gl_class[Class]="Revenue",all(gl_class[Account]))