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jburklund
Helper III
Helper III

Find overlap in table given a slicer value

I have a table of Investors which includes their InvestorID and which funds they have invested in ('FundName') and the year of the Fund ('FundYear'). I am trying to solve for, given a subject Fund (chosen by a slicer), how many investors overlap between each Fund in the Table and the Subject Fund. 

I tried to make a calculated table filtered by a parameter, but I have to use imported data and so I couldn't get the calculated table to filter dynamically with the parameter. I know I need to create essentially a filtered table by the Subject Fund and check if each investor record ('InvestorID') exists in the filtered table and the Input Data table so I can get my "Investors from Subject Fund" count. My report is much more complicated than this  but I've included a sample set of data below.

 

Screenshot 2023-05-02 175025.png

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@jburklund , You need to create an independent table with fund Name. Use that slicer and then you have measure below and use that with other column in visual

 

All measure in table should follow the give approach or use measure as measure level filter

 

Measure =

var _tab = summarize(filter(Table, Table[FundName] in values(FundName[FundName] )), Table[InvestorID])
return
calculate(countrows(Table), filter(Table, Table[InvestorID] in _tab))

 

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2 REPLIES 2
amitchandak
Super User
Super User

@jburklund , You need to create an independent table with fund Name. Use that slicer and then you have measure below and use that with other column in visual

 

All measure in table should follow the give approach or use measure as measure level filter

 

Measure =

var _tab = summarize(filter(Table, Table[FundName] in values(FundName[FundName] )), Table[InvestorID])
return
calculate(countrows(Table), filter(Table, Table[InvestorID] in _tab))

 

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Thank you so much! This worked great and I know I will use this again.

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