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redg's avatar
redg
New Member
4 years ago
Solved

Calculating PV as a Measure

This is my first post on literally any user group, so go easy on me 🙂

 

I am building a dashboard that calculates PV for a group of accounts.  I'm attempting to leverage What-If parameters to allow the user to interact with the rate for that calculation, and because of that I am left writing the following measure:

 

gross_funding_am = PV(((wavg_discount_rt[wavg_discount_rt Value] / 100) / 12), average(myTbl[term]), average((myTbl[payment])) * -1, sum(myTbl[expected_balloon]) * -1)
 
This seems to yield the correct results on a row level, but the aggregate level gets a bit wonky.  For context on the picture below, the resulting total should be higher than that of the acct_loan_am field: 
 

 

 I know other users have posted in the past for simpler issues and the answer was something using SUMX, but for something that (in my mind) is more complicated like a PV function, how would I fix this so that it totals properly?
 
 

 

Need Help
  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi redg ,

    Please refer to the pbix file to see if it helps you.

    Modify the measure.

    gross_funding_am_sum =
VAR _b =
    SUMMARIZE ( 'Sheet1', Sheet1[account_id], "aaa", [gross_funding_am] )
RETURN
    IF ( ISINSCOPE ( Sheet1[account_id] ), [gross_funding_am], SUMX ( _b, [aaa] ) )

    Best Regards

    Community Support Team _ Polly

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

9 Replies

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    4 years ago

    Hi,

    In the total row, do ou want to add the figure appearing int the table visual above?  Share the link from where i can download your PBI file.

    • redg's avatar
      redg
      New Member
      4 years ago

      Hi Ashish_Mathur !

       

      I would expect the total of the gross_funding_am column to equal 17,883.33 but that's not happening at the moment.  I'm not entirely sure how to upload my pbix file here but as soon as I do I will follow-up.

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    Hi redg ,

    Please have a try

    Create a measure.

    Measure =
VAR _a = [gross]
VAR _b =
    SUMMARIZE ( 'Table', 'Table'[Index.1], "aaa", _a )
RETURN
    IF ( HASONEVALUE ( 'Table'[Index.1] ), _a, SUMX ( _b, [aaa] ) )

    The gross measure stands for gross_funding_am. You can use the id column replace index.1 column.

     

    Best Regards

    Community Support Team _ Polly

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • redg's avatar
      redg
      New Member
      4 years ago

      Hi Anonymous !

       

      Thanks for taking the time to respond.  I'm not sure that i'm understanding your solution and associated image properly.  I think I'm not understanding something about your solution - I would expect the sum of the gross_funding_am field to be $17,883.33, not $23,452.20.  I've also tried to implement your idea and i'm getting a sum of $32,980.99 (which further entrenches my belief that I'm not understanding what you mean).  Can you elaborate a bit?

       

      Thanks!

      • Anonymous's avatar
        Anonymous
        Not applicable
        4 years ago

        Hi redg ,

        It seems that the total value of measure is not correct, right? This document has a detailed explanation.

        Please refer to.

        Dealing with Measure Totals 

        There is also a post, please refer to it to see if it helps you.

        How to remove duplicates count 

         

        If I have misunderstood your meaning, please provide more details with your desired output and pbix file without privacy information (Or some sample data).

         

        Best Regards

        Community Support Team _ Polly

         

        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    Hi redg ,

    Please refer to the pbix file to see if it helps you.

    Modify the measure.

    gross_funding_am_sum =
VAR _b =
    SUMMARIZE ( 'Sheet1', Sheet1[account_id], "aaa", [gross_funding_am] )
RETURN
    IF ( ISINSCOPE ( Sheet1[account_id] ), [gross_funding_am], SUMX ( _b, [aaa] ) )

    Best Regards

    Community Support Team _ Polly

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • redg's avatar
      redg
      New Member
      4 years ago

      This was it Anonymous !!  Thanks so much 🙂