Create a Measure Using Two Other Measures but One Ignores a Filter

[ngoodweiler]

Hello everyone,

I have a table with numerous, but simple measures and different categorization columns. The two measures I need to use are for number of certificates and number of denials. Both are using similar count functions, CALCULATE(COUNT('Table'[ID]),FILTER('Table','Table'[Qualifier]="Cert")) and CALCULATE(COUNT('Table'[ID]),FILTER('Table','Table'[Qualifier]="Denial")). My problem is that I need to find the Cert Rate, Certs/(Certs + Denials), in a matrix that has the Year/Quarter and U.S. State as rows and Cert Category in the column, however the Cert Rate must be calculated using the total Certs + Denials across each row (so the total for each state, year, and quarter). 

The problem I have is two-fold. The first is that I need it to calculate the Cert Rate across the entire column, as in the total of (Certs + Denials) must ignore the Cert Category, and second is that the Denials records do not have a Cert Category associated with them (the value for Cert Category is blank whereas for Certs records, there is always a value). They are all in one large table.

I have tried looking at different topics, but couldn't find one that has the same issue.

The data table is similar to this:

TL:DR

I have these two matrixes and need to get the third one calculated from Certs/(Certs+Denials) across the rows

[Anonymous · Accepted solution]

Hi, @ngoodweiler 

Based on your description, and the data you provided, I tried to create two matrices like yours using the following sample data:

I created a measure using the following DAX expression:

MEASURE =
VAR _table =
    SUMMARIZE (
        ALLSELECTED ( 'Table' ),
        'Table'[State],
        'Table'[Date],
        "Year", YEAR ( 'Table'[Date] ),
        "Denis Total",
            CALCULATE (
                SUM ( 'Table'[value] ),
                FILTER ( 'Table', 'Table'[Qualifier] = "Denial" )
            )
    )
VAR _table1 =
    SUMMARIZE (
        _table,
        'Table'[State],
        [Year],
        "Denis",
            VAR _current_year = [Year]
            VAR _state = 'Table'[State]
            RETURN
                SUMX (
                    FILTER ( _table, 'Table'[State] = _state && [Year] = _current_year ),
                    [Denis Total]
                )
    )
VAR _table2 =
    FILTER (
        SUMMARIZE (
            ALLSELECTED ( 'Table' ),
            'Table'[State],
            'Table'[Category],
            'Table'[Date],
            "Year", YEAR ( 'Table'[Date] ),
            "value", CALCULATE ( SUM ( 'Table'[value] ) )
        ),
        'Table'[Category] <> BLANK ()
    )
VAR _table3 =
    SUMMARIZE (
        _table2,
        'Table'[State],
        'Table'[Category],
        [Year],
        "value1",
            VAR _current_year = [Year]
            VAR _state = 'Table'[State]
            VAR _category = 'Table'[Category]
            RETURN
                SUMX (
                    FILTER (
                        _table2,
                        'Table'[Category] = _category
                            && 'Table'[State] = _state
                            && [Year] = _current_year
                    ),
                    [value]
                )
    )
VAR _current_state =
    SELECTEDVALUE ( 'Table'[State] )
VAR _current_year =
    SELECTEDVALUE ( 'Table'[Date].[Year] )
VAR _current_category =
    SELECTEDVALUE ( 'Table'[Category] )
VAR _table4 =
    FILTER ( _table1, 'Table'[State] = _current_state && [Year] = _current_year )
VAR _table5 =
    FILTER (
        _table3,
        'Table'[State] = _current_state
            && 'Table'[Category] = _current_category
            && [Year] = _current_year
    )
VAR _dens =
    CALCULATE ( MAXX ( _table4, [Denis] ) )
RETURN
    DIVIDE (
        MAXX ( _table5, [value1] ),
        _dens
            + SUMX (
                FILTER ( _table3, 'Table'[State] = _current_state && [Year] = _current_year ),
                [value1]
            )
    )

Put this measure in the matrix and the result is as follows:

I've provided the PBIX file used this time below.

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If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

Best Regards

Jianpeng Li

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[ngoodweiler]

This was great, thank you for the help!