It looks like I accidentally deleted this post the first time I put it up, so here it is again.
I am working on a POP&L that displays a dollar value by customer (row) and account number (column) and I want to include a column that calculates percent of net revenue (dollar value/net revenue). The accounts are broken out by categories like revenue, selling expense, and cost of goods sold, so a customer's net revenue represents the sum of values in that customer's revenue category. The net revenue measure needs to ignore the column it is in because it should always sum the revenue category, even when calculating percent of net revenue for an account in a category like cost of goods sold. It should also take into account the row it is in (customer) and any explicit filters applied.
ALLSELECTED() retains only explicit filters and ALLEXCEPT() retains any specified row filters, but I am having trouble combining them so I can calculate Net Revenue by customer, year filter, month filter, etc, but not by account category (because account category for net revenue should always refer to the revenue account). I tried using an inner join to combine the commands, but the result usually only applies one of the functions.
This is the function I tried using:
Net Revenue by Customer = CALCULATE(SUM([Amount]), FILTER(NATURALINNERJOIN(ALLEXCEPT('GL Entries', 'GL Entries'[Customer]), ALLSELECTED('GL Entries'), 'GL Entries'[Account Category] = "Revenue"))
I am wondering whether this DAX function is incompatible with my purpose for some reason.
I am looking for a formula for Net Revenue by Customer, where [% Net] = DIVIDE([Amount], [Net Revenue by Customer]). One way to know if it is working correctly is if the percent of net revenue in the total of the revenue column is 100%.
Any ideas? If you have any clarifying questions please ask, I will be paying attention to the comments.
Thanks
Raw Data:
| Entry No. | Account | Account Category | Customer | Product | Amount |
| 121424 | 51 - Sales | 5 - Revenue | First | Food | $ 10,000.00 |
| 246747 | 51 - Sales | 5 - Revenue | First | Drink | $ 5,000.00 |
| 958273 | 51 - Sales | 5 - Revenue | Second | Food | $ 7,500.00 |
| 992093 | 53 - Sales Discounts | 5 - Revenue | Second | Food | $ (100.00) |
| 235367 | 52 - Sales Returns | 5 - Revenue | First | Food | $ (50.00) |
| 232578 | 60 - Wharehouse Purchases | 6 - COGS | First | Food | $ (4,000.00) |
| 347864 | 60 - Wharehouse Purchases | 6 - COGS | First | Drink | $ (2,500.00) |
| 469064 | 61 - Certification Fees | 6 - COGS | Second | Food | $ (200.00) |
| 267475 | 60 - Wharehouse Purchases | 6 - COGS | Second | Food | $ (3,000.00) |
| 467323 | 62 - Labels & Packages | 6 - COGS | First | Drink | $ (500.00) |
| 918365 | 71 - Advertising | 7 - Selling Expense | First | Food | $ (750.00) |
| 135764 | 71 - Advertising | 7 - Selling Expense | Second | Food | $ (200.00) |
| 243568 | 72 - Misc. Expense | 7 - Selling Expense | First | Drink | $ 175.00 |
| 354678 | 72 - Misc. Expense | 7 - Selling Expense | Second | Food | $ (200.00) |
| 865432 | 75 - Travel | 7 - Selling Expense | First | Drink | $ (350.00) |
What the final product should look like:
| Account Category | 5 - Revenue | 6 - COGS | 7 - Selling Expense | Total |
| Account | 51 - Sales | 52 - Sales Returns | 53 - Sales Discounts | Total | 60 - Wharehouse Purchases | 61 - Certification Fees | 62 - Labels & Packages | Total | 71 - Advertising | 72 - Misc. Expense | 75 - Travel | Total | | |
| Customer | Amount | % of NR | Amount | % of NR | Amount | % of NR | Amount | % of NR | Amount | % of NR | Amount | % of NR | Amount | % of NR | Amount | % of NR | Amount | % of NR | Amount | % of NR | Amount | % of NR | Amount | % of NR | Amount | % of NR |
| First | $ 15,000.00 | 100.33% | $ (50.00) | -0.33% | $ - | 0.00% | $ 14,950.00 | 100.00% | $ (6,500.00) | -43.48% | $ - | 0.00% | $ (500.00) | -3.34% | $ (7,000.00) | -46.82% | $ (750.00) | -5.02% | $ (175.00) | -1.17% | $ (350.00) | -2.34% | $ (1,275.00) | -8.53% | $ 6,675.00 | 44.65% |
| Second | $ 7,500.00 | 101.35% | $ - | 0.00% | $ (100.00) | -1.35% | $ 7,400.00 | 100.00% | $ (3,000.00) | -40.54% | $ (200.00) | -2.70% | $ - | 0.00% | $ (3,200.00) | -43.24% | $ (200.00) | -2.70% | $ (200.00) | -2.70% | | 0.00% | $ (400.00) | -5.41% | $ 3,800.00 | 51.35% |
| Total | $ 22,500.00 | 100.67% | $ (50.00) | -0.22% | $ (100.00) | -0.45% | $ 22,350.00 | 100.00% | $ (9,500.00) | -42.51% | $ (200.00) | -0.89% | $ (500.00) | -2.24% | $ (10,200.00) | -45.64% | $ (950.00) | -4.25% | $ (375.00) | -1.68% | $ (350.00) | -1.57% | $ (1,675.00) | -7.49% | $ 10,475.00 | 46.87% |
