Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
2 years ago
Solved

Ratio Calculation

I need to calculate a ratio. I have a table with one column for the amount. There is a column that holds the ClientID and another column that holds the Sub Account for those ClientID. A ClientID ma...
ratio
  • quantumudit's avatar
    quantumudit
    2 years ago

    You don't need a data model for this but, if you have a model, still this formula will work. Here is the DAX measure that you can use:

    Ratio = 
VAR _clientTotal =
    CALCULATE (
        SUM ( MainTable[Amount] ),
        FILTER (
            ALL ( MainTable ),
            MainTable[ClientID] = SELECTEDVALUE ( MainTable[ClientID] )
        )
    )
VAR _ratio =
    DIVIDE ( SUM ( MainTable[Amount] ), _clientTotal )
RETURN
    _ratio

     

    Well instead of  SUM ( MainTable[Amount] ) you can create a simple measure like this and use it too:

     

    Total Amount = SUM ( MainTable[Amount] )

     

    Here is the screenshot of the solution:

    Hope this will resolve your issue.

     

    Best Regards,
    Udit

    If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.
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quantumudit's avatar
quantumudit
Super User
2 years ago

Hello Anonymous 

It would be great if you could provide more clarity on this problem. What do you mean by "I have a table with one column for the amount"? Does this table have both "ClientID" and "SubAccount" columns as well? The reason behind asking this question is, that we need to the amount is present at the "ClientID" level or, at the "SubAccount" level.

 

Even better would be, if you provide a sample dataset (anonymized) along with a screenshot/data of the expected answer. That will help us understand the granularity of the data and thereby form the appropriate solution.

 

Best Regards,
Udit


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  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Thanks for taking a look and the question.
    Yes the MainTable does hold all three columns. ClientID, SubAccount and Amount. Here's a sample of the data.

    ClientIDSubAccountAmount
    231RQ1231RQ2B117785
    231YHP231YHET2185966.1
    231YHP231YHET3132062
    • quantumudit's avatar
      quantumudit
      Super User
      2 years ago

      You don't need a data model for this but, if you have a model, still this formula will work. Here is the DAX measure that you can use:

      Ratio = 
VAR _clientTotal =
    CALCULATE (
        SUM ( MainTable[Amount] ),
        FILTER (
            ALL ( MainTable ),
            MainTable[ClientID] = SELECTEDVALUE ( MainTable[ClientID] )
        )
    )
VAR _ratio =
    DIVIDE ( SUM ( MainTable[Amount] ), _clientTotal )
RETURN
    _ratio

       

      Well instead of  SUM ( MainTable[Amount] ) you can create a simple measure like this and use it too:

       

      Total Amount = SUM ( MainTable[Amount] )

       

      Here is the screenshot of the solution:

      Hope this will resolve your issue.

       

      Best Regards,
      Udit

      If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.
      Appreciate your Kudo 👍

      🚀 Let's Connect: LinkedIn || YouTube || Medium || GitHub
      ✨ Visit My Linktree: LinkTree