Forum Discussion
Creating a Sum Measure Conditionally (Revenue vs Another Accounts)
Well,
In summarize, I have financial statements for 15 segments. For those, I have 15 tables connected with date, segment and accounting Name.
I want to find the percentage of the Xaccount / Total Revenue. In this case, if I want to find it value for period 2018, it takes the sum of the total of XAccount and the TOTAL REVENUE of each month and get the %.
Now I have rows that contains the TOTAL REVENUE and I want a constant variable that show me the value of TOTAL REVENUE (SUM), and if I use a filter, it doesn't affect that variable.
Its clear that explanation?
Thanks in advance for your help!
sreyes10 so is it always going to be filtered at a year level?
i understand what the constant is, but where is it aggregated up to, year, year and account? should every % always be calculated against the total for the year regardless of what fields you use to filter?
It could be a year, a month or several months.
The % should every always calculated againts the period selected. And for example, if you select 2 o 3 fields against the total revenue, it should ((XAccount + YAccount) / Total Revenue). In that case you have to consider the period selected!
sreyes10 and where you do you select the year month in a slicer?
Yes, in a slicer I select the period that I want to show!
sreyes10 i dont know if this is what you mean but see my file attached.
if you change the slicers, it always rolls up to what you have selected in the slicers.
It seems that work, but there is a way to select just TOTAL REVENUE and sum them?
Because the "TOTAL" is just the TOTAL REVENUE.