Forum Discussion
Converting Lengthy, Complex Excel Formulas into DAX for Power BI Reporting Best Practices?
Anonymous,
I would start by creating a set of base measures such as Revenue, Costs, etc. Then use these base measures as building blocks for more complex measures. It appears that rows correlate to measures and columns slice by region. Cell B19 is referenced three times in the formula, so you could create a measure that is specific to Region 1 (use CALCULATE with a base measure, filtered for Region 1) and then use that measure in the final measure (cell B20).
The 20% factor can be specified via a parameter (Numeric range, formerly What-if).
If you want the ability to create custom rows that are calculations of other rows, as well as apply custom formatting, try the matrix visuals below:
https://appsource.microsoft.com/en-us/product/power-bi-visuals/xviz.inforiver-premium
https://appsource.microsoft.com/en-us/product/power-bi-visuals/WA200000642
Anonymous,
I would start by creating a set of base measures such as Revenue, Costs, etc. Then use these base measures as building blocks for more complex measures. It appears that rows correlate to measures and columns slice by region. Cell B19 is referenced three times in the formula, so you could create a measure that is specific to Region 1 (use CALCULATE with a base measure, filtered for Region 1) and then use that measure in the final measure (cell B20).
The 20% factor can be specified via a parameter (Numeric range, formerly What-if).
If you want the ability to create custom rows that are calculations of other rows, as well as apply custom formatting, try the matrix visuals below:
https://appsource.microsoft.com/en-us/product/power-bi-visuals/xviz.inforiver-premium
https://appsource.microsoft.com/en-us/product/power-bi-visuals/WA200000642
I've already done all of these things, and more with varying degrees of success. I think there's some improvements I can build into my DAX to ensure the ROW/FILTER Context for many of these measure calculations are correct.
It should be 73.7% under APAC and 73.7% under GLOBAL and instead, all three regions are zeroed out:
For example, the following code I wrote calculates the correct percentage, but it doesn't attribute it to the correct region designation, only in the total of the regions combined.
Any ideas?
Profit Distributed - Up to 20% Margin Tier =
--- ### REGIONAL SCORECARD CALCULATION ### ---
VAR AMER_ScoreShare =
CALCULATE (
[Sharing Between Regions Based on Scorecard],
KPIs[Region] = "AMER"
)
VAR APAC_ScoreShare =
CALCULATE (
[Sharing Between Regions Based on Scorecard],
KPIs[Region] = "APAC"
)
VAR EMEA_ScoreShare =
CALCULATE (
[Sharing Between Regions Based on Scorecard],
KPIs[Region] = "EMEA"
) --- ### MARGIN ### ---
VAR AMER_Margin =
CALCULATE (
[Margin],
KPIs[Region] = "AMER"
)
VAR APAC_Margin =
CALCULATE (
[Margin],
KPIs[Region] = "APAC"
)
VAR EMEA_Margin =
CALCULATE (
[Margin],
KPIs[Region] = "EMEA"
) --- ### TARGET PROFIT VARIANCE ### ---
VAR AMER_TargetProfitVariance =
CALCULATE (
[Target Profit Variance],
KPIs[Region] = "AMER"
)
VAR APAC_TargetProfitVariance =
CALCULATE (
[Target Profit Variance],
KPIs[Region] = "APAC"
)
VAR EMEA_TargetProfitVariance =
CALCULATE (
[Target Profit Variance],
KPIs[Region] = "EMEA"
) --- ### TARGET PROFIT ### ---
VAR AMER_TargetProfit =
CALCULATE (
[Target Profit],
KPIs[Region] = "AMER"
)
VAR APAC_TargetProfit =
CALCULATE (
[Target Profit],
KPIs[Region] = "APAC"
)
VAR EMEA_TargetProfit =
CALCULATE (
[Target Profit],
KPIs[Region] = "EMEA"
) --- ### PROFIT LOSS ### ---
VAR AMER_ProfitLoss =
CALCULATE (
[Profit/(Loss)],
KPIs[Region] = "AMER"
)
VAR APAC_ProfitLoss =
CALCULATE (
[Profit/(Loss)],
KPIs[Region] = "APAC"
)
VAR EMEA_ProfitLoss =
CALCULATE (
[Profit/(Loss)],
KPIs[Region] = "EMEA"
) --- ### DISTRIBUTABLE MARGIN ### ---
VAR AMER_DistMarg =
CALCULATE (
[Distributable Margin - Up to 20% Margin Tier],
KPIs[Region] = "AMER"
)
VAR APAC_DistMarg =
CALCULATE (
[Distributable Margin - Up to 20% Margin Tier],
KPIs[Region] = "APAC"
)
VAR EMEA_DistMarg =
CALCULATE (
[Distributable Margin - Up to 20% Margin Tier],
KPIs[Region] = "EMEA"
)
VAR GLOBAL_DistProfit =
CALCULATE (
[Distributable Profit - Up to 20% Margin Tier],
KPIs[Region]
IN {
"AMER",
"APAC",
"EMEA"
}
) --- ### MARGIN CALCULATION BY REGION ### ---
VAR AMER_ProfitDistributed =
IF (
OR (
AMER_ScoreShare < APAC_ScoreShare,
AMER_ScoreShare < EMEA_ScoreShare
),
IF (
APAC_ScoreShare = 0,
0,
0.5
* IFERROR (
IF (
AMER_Margin >= [Margin Measure],
0,
ABS ( AMER_TargetProfitVariance )
/ CALCULATE (
[Distributable Profit - Up to 20% Margin Tier],
KPIs[Region]
IN {
"AMER",
"APAC",
"EMEA"
}
)
),
0
)
),
IFERROR (
IF (
AMER_Margin < 0,
( AMER_TargetProfit - AMER_ProfitLoss )
/ CALCULATE (
[Distributable Profit - Up to 20% Margin Tier],
KPIs[Region]
IN {
"AMER",
"APAC",
"EMEA"
}
),
IFERROR (
IF (
AMER_Margin >= [Margin Measure],
0,
IF (
AND (
AMER_DistMarg > EMEA_DistMarg,
AMER_DistMarg > APAC_DistMarg
),
0,
ABS ( AMER_TargetProfitVariance )
/ CALCULATE (
[Distributable Profit - Up to 20% Margin Tier],
KPIs[Region]
IN {
"AMER",
"APAC",
"EMEA"
}
)
)
),
0
)
),
0
)
)
VAR APAC_ProfitDistributed =
IF (
OR (
APAC_ScoreShare < AMER_ScoreShare,
APAC_ScoreShare < EMEA_ScoreShare
),
IF (
APAC_ScoreShare = 0,
0,
0.5
* IFERROR (
IF (
APAC_Margin >= [Margin Measure],
0,
ABS ( APAC_TargetProfitVariance )
/ CALCULATE (
[Distributable Profit - Up to 20% Margin Tier],
KPIs[Region]
IN {
"AMER",
"APAC",
"EMEA"
}
)
),
0
)
),
IFERROR (
IF (
APAC_Margin < 0,
( APAC_TargetProfit - APAC_ProfitLoss )
/ CALCULATE (
[Distributable Profit - Up to 20% Margin Tier],
KPIs[Region]
IN {
"AMER",
"APAC",
"EMEA"
}
),
IFERROR (
IF (
APAC_Margin >= [Margin Measure],
0,
IF (
AND (
APAC_DistMarg > AMER_DistMarg,
APAC_DistMarg > EMEA_DistMarg
),
0,
ABS ( APAC_TargetProfitVariance )
/ CALCULATE (
[Distributable Profit - Up to 20% Margin Tier],
KPIs[Region]
IN {
"AMER",
"APAC",
"EMEA"
}
)
)
),
0
)
),
0
)
)
VAR EMEA_ProfitDistributed =
IF (
OR (
EMEA_ScoreShare < APAC_ScoreShare,
EMEA_ScoreShare < AMER_ScoreShare
),
IF (
EMEA_ScoreShare = 0,
0,
0.5
* IFERROR (
IF (
EMEA_Margin >= [Margin Measure],
0,
ABS ( EMEA_TargetProfitVariance )
/ CALCULATE (
[Distributable Profit - Up to 20% Margin Tier],
KPIs[Region]
IN {
"AMER",
"APAC",
"EMEA"
}
)
),
0
)
),
IFERROR (
IF (
EMEA_Margin < 0,
( EMEA_TargetProfit - EMEA_ProfitLoss )
/ CALCULATE (
[Distributable Profit - Up to 20% Margin Tier],
KPIs[Region]
IN {
"AMER",
"APAC",
"EMEA"
}
),
IFERROR (
IF (
EMEA_Margin >= [Margin Measure],
0,
IF (
AND (
EMEA_DistMarg > AMER_DistMarg,
EMEA_DistMarg > APAC_DistMarg
),
0,
ABS ( EMEA_TargetProfitVariance )
/ CALCULATE (
[Distributable Profit - Up to 20% Margin Tier],
KPIs[Region]
IN {
"AMER",
"APAC",
"EMEA"
}
)
)
),
0
)
),
0
)
)
RETURN
AMER_ProfitDistributed + APAC_ProfitDistributed + EMEA_ProfitDistributed