Forum Discussion
Helper IIDAX: sum with filters
Helper IIThanks to Sean kcantor nikil for the answers.
Sean your solution is ok, but I need this result as a column in my table in PowerBI because the game is a little bit more complex (previously I put a semplified example) and I need the calculated column in order to built others columns (so I can't use filters or matrix) .
I apologize for my inexperience but I'm a beginner in DAX and PowerBI.
I'll try to explain you better what is my aim, step by step.
This is my real DB in Excel:
In PowerBI I'd like to built a column that give me a result like the following done in excel:
But in PowerBI I obtain this result:
The aim is to have a conversion factor (based on the ptf 77) that allows me to reallocate value of portfolios different to 77 based on portfolio 77.
Thank you
Regards
Lara
Helper IIAny idea?
I'm blocked on this topic...
SeanCommunity Champion
- kcantor
Build the column as you would if the row only exists one time. Then, when pulling it into PowerBi visualizations, use the portfolio/isin/ column labels as your axis or row on the matrix. Just use the column headings instead of the cell references you would in excel. You may initially get an error about no row reference existing but, often times, this is overcome when you add it to the visualization.
Unfortunately, I am not able to see the images you are sharing today as I am on my mobile but the gist of what I am reading is that you want a specific column calculation that can be combined based on the portfolio. The visualization rows/axis will handle that part.
- larabraghetti
