Forum Discussion

powerbiwork's avatar
powerbiwork
Helper I
5 years ago
Solved

Calculated Column/Measure based on Filter

Hi,    I needed to create a measure/column that can take a field in opportunity object from SalesForce and multiply based on a filter slicer. For example, I need to multiply opportunity services am...
Need Help
  • v-easonf-msft's avatar
    v-easonf-msft
    5 years ago

    Hi, powerbiwork 

    The filters works on the table visual, so there is no need to create an additional virtual table "myFilteredTable" in your measure "Division Factor".

     

    It is recommended to calculate in two steps.
    Step1: calculate the factor as below first.

    Factor =
SWITCH (
    SELECTEDVALUE ( Opportunity[Commit_Upside__c] ),
    "Booked", SUM ( '2021 Assumptions'[Booked%] ),
    "Commit", SUM ( '2021 Assumptions'[Commit%] ),
    "Upside", SUM ( '2021 Assumptions'[Upside%] ),
    "Potential", SUM ( '2021 Assumptions'[Potebtial%] ),
    "Pipeline", SUM ( '2021 Assumptions'[Pipeline%] )
)

    Step 2: Column "Opportunity'[Positive_Services_Amount__c USD])"  multiplied by factor “Factor”

     

    Value = SUM(Opportunity[ToUSD-Positive_Services_Amount])* [Division Factor]

     

     

     

    Please check my sample file for more details.

     

    Best Regards,
    Community Support Team _ Eason
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

powerbiwork's avatar
powerbiwork
Helper I
5 years ago

Hi selimovd 

 

Thank you so much for your solution it really helps. However, I did run into other issues and I should have been more clear in the beginning. So the goal of the filtered table was so that I could use this formula:

 

if ('Opportunity'[Commit_Upside__c] = "Booked", 'Opportunity'[ToUSD-Positive_Services_Amount] * sum('2021-Assumptions'[Booked%]),
if ('Opportunity'[Commit_Upside__c] = "Commit", 'Opportunity'[ToUSD-Positive_Services_Amount] * sum('2021-Assumptions'[Commit%]),
if ('Opportunity'[Commit_Upside__c] = "Upside", 'Opportunity'[ToUSD-Positive_Services_Amount] * sum('2021-Assumptions'[Upside%]),
if ('Opportunity'[Commit_Upside__c] = "Potential", 'Opportunity'[ToUSD-Positive_Services_Amount] * sum('2021-Assumptions'[Potential%]),
if ('Opportunity'[Commit_Upside__c] = "Pipeline", 'Opportunity'[ToUSD-Positive_Services_Amount] * sum('2021-Assumptions'[Pipeline%]), 0)
))))
 
so if I plug in to your formula it doesn't seem to work because it requires it to be a measure to begin with?
selimovd's avatar
selimovd
Most Valuable Professional
5 years ago

Hey powerbiwork ,

 

I try to understand where the data is coming from.

What is the table Opportunity and where is the column Commit_Upside__c? Is this another table? Is this in the same table? How would it look if you filter by division?

 

Best regards

Denis

  • powerbiwork's avatar
    powerbiwork
    Helper I
    5 years ago

    Hi selimovd 

     

    So I have two tables below one from salesforce - opportunity and one from excel 

     

     

     

    I wanted to create a dynamic measure base on a slicer which will be from the excel table and multiply the value to the opportunity table 

     

    so for example, if the slicer is set to commodities at 2/5/2021 then I want the equation for 2021 assumption to multiply the filtered values :

     

    if ('Opportunity'[Commit_Upside__c] = "Booked", 'Opportunity'[ToUSD-Positive-License_Cost__C] * sum('2021-Assumptions'[Booked%]),
    if ('Opportunity'[Commit_Upside__c] = "Commit", 'Opportunity'[ToUSD-Positive-License_Cost__C] * sum('2021-Assumptions'[Commit%]),
    if ('Opportunity'[Commit_Upside__c] = "Upside", 'Opportunity'[ToUSD-Positive-License_Cost__C] * sum('2021-Assumptions'[Upside%]),
    if ('Opportunity'[Commit_Upside__c] = "Potential", 'Opportunity'[ToUSD-Positive-License_Cost__C] * sum('2021-Assumptions'[Potential%]),
    if ('Opportunity'[Commit_Upside__c] = "Pipeline", 'Opportunity'[ToUSD-Positive-License_Cost__C] * sum('2021-Assumptions'[Pipeline%]), 0)
    ))))

     

    So I modified your solution to 

    Division Factor =
    VAR SelectedDivision = SELECTEDVALUE( '2021 Assumptions'[Division] )
    VAR SelectedDate = SELECTEDVALUE( '2021 Assumptions'[Date] )
    VAR myFilteredTable =
    CALCULATETABLE(
    '2021 Assumptions',
    '2021 Assumptions'[Date] = SelectedDate,
    '2021 Assumptions'[Division] = SelectedDivision
    )
    RETURN
    SUMX( myFilteredTable, if (CALCULATETABLE(Opportunity,Opportunity[Commit_Upside__c]) = "Booked"), SUM('Opportunity'[Positive_Services_Amount__c USD]) * sum('2021 Assumptions'[Booked%]),
    if (CALCULATETABLE(Opportunity,Opportunity[Commit_Upside__c] = "Commit"), SUM('Opportunity'[Positive_Services_Amount__c USD]) * sum('2021 Assumptions'[Commit%]),
    if (CALCULATETABLE(Opportunity,Opportunity[Commit_Upside__c] = "Upside"), SUM('Opportunity'[Positive_Services_Amount__c USD]) * sum('2021 Assumptions'[Upside%]),
    if (CALCULATETABLE(Opportunity,Opportunity[Commit_Upside__c] = "Potential"), SUM('Opportunity'[Positive_Services_Amount__c USD]) * sum('2021 Assumptions'[Potential%]),
    if (CALCULATETABLE(Opportunity,Opportunity[Commit_Upside__c] = "Pipeline"), SUM('Opportunity'[Positive_Services_Amount__c USD]) * sum('2021 Assumptions'[Pipeline%]), 0)
    ))))
     
    But it doesn't seem like to work

    Is it possible?