topic Re: DAX calculation help! in DAX Commands and Tips

DAX calculation help!

mlmchilli — Tue, 16 Apr 2024 10:12:09 GMT

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

Re: DAX calculation help!

lbendlin — Tue, 16 Apr 2024 21:45:30 GMT

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Re: DAX calculation help!

Anonymous — Wed, 17 Apr 2024 09:11:05 GMT

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.

Re: DAX calculation help!

mlmchilli — Fri, 19 Apr 2024 10:06:24 GMT

Many thanks Wisdom! This pointed me in the right direction so much appreciated!