SWITCH + SELECTEDVALUE function doesn't work

[jkoclejda]

Hi! I have a table with date, income statement categories and values. The table looks like below:

date	category	value
2023-01-01	margin	1000
2023-01-01	income	3000
2023-01-01	percentage margin
2023-01-02	margin	1200
2023-01-02	income	5000
2023-01-02	percentage margin

I made a measure to create income statement:

statement = 
SWITCH(
  SELECTEDVALUE(table_name[category]),

  "percentage margin", [margin] / [income],

  SUM(table_name[value])
)

[margin] = CALCULATE(SUM(table_name[value]), table_name[category] = "margin")
[income] = CALCULATE(SUM(table_name[value]), table_name[category] = "income")

Unfortunately, as a result, I have an empty value under the "percentage margin" category. 

The function only worked when I created a separate table with categories with no relation to the table with values. Then the measure looked like this:

statement = 
SWITCH(
  SELECTEDVALUE(table_name_2[category]),

  "margin", [margin],

  "percentage margin", [margin] / [income],

  "income", [income]

)

But it isn't an option because the real table has much more categories and referring to each one slows down the entire visualization greatly.

I have no idea what could be wrong, that's why I'm asking for help or some advice.

[Anonymous]

Hi @jkoclejda ,

Has your problem been solved? If the problem has been solved you can mark the reply for the standard answer to help the other members find it more quickly. If not, please point it out. Thanks in advance.

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. 

[DallasBaba]

Hi @jkoclejda 

Using a DIVIDE function will return a blank value if the denominator is zero or empty, which is a better approach than using the / operator sign.

Please try the following:

statement =
SWITCH(
SELECTEDVALUE(table_name[category]),

"percentage margin", DIVIDE([margin], [income]),

SUM(table_name[value])
)

[margin] = CALCULATE(SUM(table_name[value]), table_name[category] = "margin")
[income] = CALCULATE(SUM(table_name[value]), table_name[category] = "income")

================= OR ===================

statement =
SWITCH(
SELECTEDVALUE(table_name[category]),

"percentage margin", IF(ISBLANK([margin]) || ISBLANK([income]), BLANK(), DIVIDE([margin], [income])),

SUM(table_name[value])
)

[margin] = CALCULATE(SUM(table_name[value]), table_name[category] = "margin")
[income] = CALCULATE(SUM(table_name[value]), table_name[category] = "income")

See relevant solution on stackoverflow

https://stackoverflow.com/questions/64438710/can-we-calculate-a-measure-with-percentage-in-power-bi-...

Please let me know if this help.

Thanks

Babatunde Dallas