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jamoroso
Helper I
Helper I

Calculation not working when adding a Column Sort

I am calculating the % of Originations based on the Loan Credit Score within the Category. It is working fine (left side below) until I add a column sort in. I added sorting the LoanCreditScore by the column CreditScoreRangeSortOrder and all the % Origination columns calculated to 100% (right side below). I cannot figure out how to get the % Origination calculation to work with the sorted column.

Measures:

Originations = CALCULATE(SUM('Loans'[LoanOriginalBalance]),DATESBETWEEN('Loans'[LoanOpenDate],SELECTED
VALUE('Date'[MonthBeginDate]),SELECTEDVALUE('Date'[MonthEndDate])))
 
% Originations = DIVIDE(Loans[Originations],CALCULATE(Loans[Originations],ALLSELECTED((Loans[LoanCreditScore]))))
 
(using 06/30/2023 as the MonthEndDate)

jamoroso_0-1691776978363.png  jamoroso_1-1691776992608.png

 

Date Data below 

 

Loan data and PBIX file: https://we.tl/t-awOXdcxiby

 

Thank you! 

--Janet

 

 

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

Please find attached the PBI file.

Hope this helps.

Ashish_Mathur_0-1691898482966.png

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

6 REPLIES 6
Ashish_Mathur
Super User
Super User

Hi,

Please find attached the PBI file.

Hope this helps.

Ashish_Mathur_0-1691898482966.png

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

@Ashish_Mathur 

Thank you so much!

 

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
ThxAlot
Super User
Super User

There exists a side effect of Sort by Column functionality; this hidden pitfall impacts the calculation.

 

Refer to this article for details:

Side effects of the Sort By Column setting in DAX - SQLBI 



Expertise = List.Accumulate(


        {Days as from Today},


        {Skills and Knowledge},


        (Current, Everyday) => Current & Day.LearnAndPractise(Everyday)


)



foodd
Super User
Super User

Please provide your work-in-progress Power BI Desktop file (with sensitive information removed) not as a screenshot.

https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...

Please show the expected outcome based on the sample data you provided.

https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

This allows members of the Forum to assess the state of the model, report layer, relationships, and any DAX applied.

jamoroso
Helper I
Helper I

Dates

DateKeyFullDateLatest Month EndMonthBeginDateMonthEndDateMonthEndDateKey
202301311/31/20231/31/20231/1/20231/31/202320230131
202302282/28/20232/28/20232/1/20232/28/202320230228
202303313/31/20233/31/20233/1/20233/31/202320230331
202304304/30/20234/30/20234/1/20234/30/202320230430
202305315/31/20235/31/20235/1/20235/31/202320230531
202306306/30/20236/30/20236/1/20236/30/202320230630

jamoroso_0-1691778806808.png

 

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