Get Total Value for whole Portfolio in Matrix

[Solle]

Hi, 

I am trying to show a portfolios total such that I am able to calculate a positions amount of the total portfolio. 

I currently have a matrix that shows top 10 as per below:

Then in the column not written over, I want to show the percentage. But at first I tried to generate a column showing me this portfolios total value in each row, since then it would be easy to divide them. 

OBS! I have a slicer for date and portfolio. 

My current DAX is :

Total MV Ultimo Portfolio = SUMX(FILTER('Samlet Data', 'Samlet Data'[AltPortfolioName]<>"") ,
                                             'Samlet Data'[MV Ultimo inkl. repo og vedh. rente] )


However I have tried using CALCULATE and ALL as per below which is working when I dont have a top 10 filter on.

MV Ultimo Portfolio = CALCULATE( [MV Ultimo] ,
                                    ALLSELECTED( 'Samlet Data'[ISINName] ) )

Which gives me this:

Can someone help me out on this?

Best Regards,
Solle

[Anonymous · Accepted solution]

Hi @Solle ,

According to your description, you want to get total value for whole portfolio in matrix. Here are my steps you can follow as a solution.

(1)This is my test data.

(2)We can create  a measure.

Measure = CALCULATE( SUM('Table'[Column1]) , ALL('Table'[ISINName]))

(3) Then the result is as follows.

In addition, you can refer the following links to try to solve your problem.

Why Your Total Is Incorrect In Power BI - The Key DAX Concept To Understand

Dax for Power BI: Fixing Incorrect Measure Totals

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

Best Regards,

Neeko Tang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. 

[lbendlin]

Please provide sanitized sample data that fully covers your issue.
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523