DAX calculation help!

[mlmchilli]

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

[v-jiewu-msft · Accepted solution]

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.

[mlmchilli]

Spoiler

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

[lbendlin]

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