Calculating PV as a Measure

[redg]

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?

[Anonymous · Accepted solution]

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]

This was it @Anonymous !!  Thanks so much 🙂

[Anonymous]

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]

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]

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.

[redg]

hi @Anonymous,

I'm attempting to share the PBIX file in a link here.  Forgive me if this goes sideways... first time.  

testfile.pbix 

[Ashish_Mathur]

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]

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.

[redg]

Hi @Ashish_Mathur 

I think I figured out the uploading.  Here is the link:

testfile.pbix