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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 allo...
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  • 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.

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.

      • redg's avatar
        redg
        New Member
        4 years ago

        hi Anonymous,

         

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

         

        testfile.pbix