topic Re: Ratio Calculation in DAX Commands and Tips

Ratio Calculation

Anonymous — Fri, 12 Apr 2024 16:52:33 GMT

I need to calculate a ratio. I have a table with one column for the amount.
There is a column that holds the ClientID and another column that holds the Sub Account for those ClientID.
A ClientID may have more than one SubAccount.
I need to calculate the ratio held in each Sub Account for ClientIDs.
I have my dimension table set up with unique Sub Accounts and corresponding ClientIDs.
How should I arrange my table so I an achieve calculating the ratio? What should my DAX look like?
This is what I have so far for my DAX...
TotalAmountPerClient = CALCULATE(SUM('MainTable'[Amount]), ALLEXCEPT(AccoutNumber, AccountNumber[ClientID]))
TotalAmountPerSubaccount = SUM('MainTable'[Amount])

Ratio = DIVIDE([TotalAmountPerClient] , [TotalAmountPerSubaccount])

Any help appreciated

Adrian

Re: Ratio Calculation

quantumudit — Fri, 12 Apr 2024 17:24:06 GMT

Hello Anonymous

It would be great if you could provide more clarity on this problem. What do you mean by "I have a table with one column for the amount"? Does this table have both "ClientID" and "SubAccount" columns as well? The reason behind asking this question is, that we need to the amount is present at the "ClientID" level or, at the "SubAccount" level.

Even better would be, if you provide a sample dataset (anonymized) along with a screenshot/data of the expected answer. That will help us understand the granularity of the data and thereby form the appropriate solution.

Best Regards,
Udit

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Re: Ratio Calculation

Anonymous — Fri, 12 Apr 2024 17:54:15 GMT

Thanks for taking a look and the question.
Yes the MainTable does hold all three columns. ClientID, SubAccount and Amount. Here's a sample of the data.

ClientID	SubAccount	Amount
231RQ1	231RQ2B1	17785
231YHP	231YHET2	185966.1
231YHP	231YHET3	132062

Re: Ratio Calculation

quantumudit — Fri, 12 Apr 2024 18:41:32 GMT

You don't need a data model for this but, if you have a model, still this formula will work. Here is the DAX measure that you can use:

Ratio = VAR _clientTotal = CALCULATE ( SUM ( MainTable[Amount] ), FILTER ( ALL ( MainTable ), MainTable[ClientID] = SELECTEDVALUE ( MainTable[ClientID] ) ) ) VAR _ratio = DIVIDE ( SUM ( MainTable[Amount] ), _clientTotal ) RETURN _ratio

Well instead of SUM ( MainTable[Amount] ) you can create a simple measure like this and use it too:

Total Amount = SUM ( MainTable[Amount] )

Here is the screenshot of the solution:

Hope this will resolve your issue.

Best Regards,
Udit

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Re: Ratio Calculation

Anonymous — Fri, 12 Apr 2024 19:36:37 GMT

quantumudit
Bravo!
That was perfect, it worked.
Thanks for taking the time to look and provide the solution.

Re: Ratio Calculation

quantumudit — Fri, 12 Apr 2024 19:44:29 GMT

Happy to help 😊

Best Regards,
Udit

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