Calculate sums filtered to current row value

[jttdp]

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. Contributor	B. Recipient	C. Year	D. Amount	Contributor share of Year Total
Bob	New Jersey	2000	$41,000	100%
Anne	Hawaii	2000	$23,000	41%
Anne	Hawaii	2000	$5,000	41%
Sue	Hawaii	2000	$40,000	59%
Bob	New Jersey	2001	$56,300	100%
Bob	Hawaii	2001	$42,000	81%
Anne	Hawaii	2001	$10,000	19%

[BraneyBI]

@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]

@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]

@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!

[MarkS · Accepted solution]

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]

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