cancel
Showing results for
Did you mean:
Frequent Visitor

## Calculating Percentage within a Row

Hi all,

I am working on a POP&L that displays a dollar value by customer (row) and account number (column) and I want to include a column that calculates percent of net revenue (dollar value/net revenue). The accounts are broken out by category, so a customer's net revenue represents the sum of values in that customer's revenue category. The net revenue measure needs to ignore the column it is in because it should always sum the revenue category, but it should take into account the row it is in (customer) and any explicit filters applied.

ALLSELECTED() retains only explicit filters and ALLEXCEPT() retains the row filter, but I am having trouble combining them. I tried using an inner join to combine the commands, but the result usually only applies one of the commands.

Net Revenue by Customer  = CALCULATE(SUM([Amount]), FILTER(NATURALINNERJOIN(ALLEXCEPT('GL Entries', 'GL Entries'[Customer]), ALLSELECTED('GL Entries'), 'GL Entries'[Account Category] = "Revenue"))

I am looking for a formula for Net Revenue by Customer, where [% Net] = DIVIDE([Amount], [Net Revenue by Customer]). One way to know if it is working correctly is if the percent of net revenue in the total of the revenue column is 100%.

Any ideas?

Thanks

 GL Entries Category Revenue COGS Total Account 5100 - Sales 5200 - Returns Total 6100 - Purchases 6200 - Expenses Total Customer Amount % Net Amount % Net Amount % Net Amount % Net Amount % Net Amount % Net Amount % Net Cust 1 \$2000 103% -\$50 -3% \$1950 100% -\$1000 -51% -\$500 -26% -\$1500 -77% \$450 23% Cust 2 \$3000 100% \$0 0% \$3000 100% -\$2000 -67% -\$500 -17% -\$2500 -83% \$500 17% Cust 3 \$1000 111% -\$100 -11% \$900 100% -\$400 -44% -\$550 -61% -\$950 -106% -\$50 -6% Cust 4 \$5000 125% -\$1000 -25% \$4000 100% -\$1000 -25% -\$2750 -69% -\$3750 -94% \$250 6% Cust 5 \$4000 101% -\$20 -1% \$3980 100% -\$1500 -38% -\$2000 -50% -\$3500 -88% \$480 12% Total \$15000 108% -\$1170 -8% \$13830 100% -\$5900 -43% -\$6300 -46% -\$12200 -88% \$1630 12%

Super User

@ratgdillon Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

Become an expert!: Enterprise DNA
External Tools: MSHGQM
Latest book!:
Mastering Power BI 2nd Edition

DAX is easy, CALCULATE makes DAX hard...

Announcements

#### Join Arun Ulag at MPPC23

Get a sneak peek into this year's Power Platform Conference Keynote.

#### Power BI September 2023 Update

Take a look at the September 2023 Power BI update to learn more.

#### Learn Live: Event Series

Join Microsoft Reactor and learn from developers.

#### Exclusive opportunity for Women!

Join us for a free, hands-on Microsoft workshop led by women trainers for women where you will learn how to build a Dashboard in a Day!

Top Solution Authors
Top Kudoed Authors