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jttdp's avatar
jttdp
Frequent Visitor
8 years ago
Solved

Calculate sums filtered to current row value

Dear community,

 

I have been struggling to create a new calculated column that involves sums filtered to the values of each row.

 

Below is a small example of my challenge. Each row represents a contribution (D) made by a contributor (A) to a recipient (B) in a particular year (C). For each row, I want to calculate the share of that row's contributor (A) of total contributions to that recipient (B) in that year (C).

 

So with this example, according to manual calculations, in 2000, Anne's contributions to Hawaii in 2000 comprised 41% of total contributions to Hawaii that year. I guess this requires filtered sums but I am unsure of the right functions to use.

 

I would appreciate any insights or advice you might have!

 

A. ContributorB. RecipientC. YearD. AmountContributor share of Year Total
BobNew Jersey2000$41,000100%
AnneHawaii2000$23,00041%
AnneHawaii2000$5,00041%
SueHawaii2000$40,00059%
BobNew Jersey2001$56,300100%
BobHawaii2001$42,00081%
AnneHawaii2001$10,00019%

 

 

 

 

Need Help
  • MarkS's avatar
    MarkS
    8 years ago

    Hi jttdp,

    For a calculated column this should work

    Contributor share of year Total = DIVIDE(
    CALCULATE(SUM(Table1[Amount]),ALL(Table1[Amount]))
    ,CALCULATE(SUM(Table1[Amount]),ALL(Table1[Contributor],Table1[Amount]))
    ,0)

    and format as percentage.

5 Replies

  • MarkS's avatar
    MarkS
    Icon for Resolver IV rankResolver IV
    8 years ago

    Hi jttdp,

    For a calculated column this should work

    Contributor share of year Total = DIVIDE(
    CALCULATE(SUM(Table1[Amount]),ALL(Table1[Amount]))
    ,CALCULATE(SUM(Table1[Amount]),ALL(Table1[Contributor],Table1[Amount]))
    ,0)

    and format as percentage.

    • BraneyBI's avatar
      BraneyBI
      Icon for Kudo Commander rankKudo Commander
      8 years ago

      Actually, MarkS, your calculation will work properly as a measure.  

  • BraneyBI's avatar
    BraneyBI
    Icon for Kudo Commander rankKudo Commander
    8 years ago

    jttdp- is there a reason you want this as a Calculated column and not a measure?  If a measure works, then MarkS solution will work for you.  

    • Zubair_Muhammad's avatar
      Zubair_Muhammad
      Icon for Community Champion rankCommunity Champion
      8 years ago

      jttdp

       

      This might work both as a Calculated Column and as a MEASURE

       

      =
DIVIDE (
    CALCULATE (
        SUM ( Table1[Amount] ),
        ALLEXCEPT ( Table1, Table1[Contributor], Table1[Recipient], Table1[Year] )
    ),
    CALCULATE (
        SUM ( Table1[Amount] ),
        ALLEXCEPT ( Table1, Table1[Recipient], Table1[Year] )
    )
)
      • jttdp's avatar
        jttdp
        Frequent Visitor
        8 years ago

        MarkS, BraneyBI and Zubair_Muhammad, thank you all so much for your prompt responses and advice - they work well as measures!

         

        I tried taking it a step further by referring to another table's set of values, unfortunately it will only work for me if all the references are found on the same table... but nonetheless this has been very helpful! Happy Tuesday!