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Batman_powerbi's avatar
Batman_powerbi
Frequent Visitor
2 years ago
Solved

Categorise Plus or Minus %

Hi Team below is sample data of what i am calculating against So far i am able to roll up the calculations whether by function or project and obtain a % difference between estimates/Act...
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Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi, Batman_powerbi 

Thanks for bhanu_gautam positive reply. You can try following dax to achieve your need.

DAX:

 

Plus/Minus $ Range by Project Column =
VAR __BASELINE_VALUE =
    CALCULATE (
        SUM ( 'Table'[Estimate $] ),
        FILTER ( 'Table', 'Table'[Project] = EARLIER ( 'Table'[Project] ) )
    )
VAR __VALUE_TO_COMPARE =
    CALCULATE (
        SUM ( 'Table'[Actual $] ),
        FILTER ( 'Table', 'Table'[Project] = EARLIER ( 'Table'[Project] ) )
    )
VAR _difference =
    IF (
        NOT ISBLANK ( __VALUE_TO_COMPARE ),
        DIVIDE ( __VALUE_TO_COMPARE - __BASELINE_VALUE, __BASELINE_VALUE )
    )
VAR _plusMinus =
    SWITCH (
        HASONEVALUE ( 'Table'[Estimate $] ),
        _difference <= -0.3
            && _difference > -0.4, "+/- 30%",
        _difference <= -0.2
            && _difference > -0.3, "+/- 20%",
        _difference <= -0.1
            && _difference > -0.2, "+/- 10%",
        _difference <= 0.05
            && _difference > -0.1, "+/- 5%",
        _difference >= 0.05
            && _difference < 0.1, "+/- 5%",
        _difference >= 0.1
            && _difference < 0.2, "+/- 10%",
        _difference >= 0.2
            && _difference < 0.3, "+/- 20%",
        _difference >= 0.3
            && _difference < 0.4, "+/- 30%",
        "+/- 40% or more"
    )
RETURN
    _plusMinus

 

Count = 
COUNTROWS('Table')

% Overall = 
VAR _allCounts = CALCULATE(COUNTROWS('Table'),ALL('Table'))
VAR _result = DIVIDE([Count],_allCounts)
RETURN
_result

Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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  • Batman_powerbi's avatar
    Batman_powerbi
    Frequent Visitor
    2 years ago

    Anonymous 

    unfortunately the sample table and output is incorrect as it is evaluating every row in the table

     

     

    possibly i wasnt clear in my inital post
    i wish to calculate and evaluate the Plus/Minus category against Project and Function separately

    so in your sample, if i were to calculate this, there should be only a count of 3 total allocated to the %
    if i were to do it by Role, i would have a count of 4 total due to the 4 separate roles.