Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
9 years ago
Solved

Gross Margin Column For Customer without Creating New Table

Hello,   I am looking to create a column that has the total gross margin for the customer on each row. This is transactional data, so the customers are not unique in the columns. How I would typica...
  • Sean's avatar
    Sean
    9 years ago

    Anonymous

     

    Here's the COLUMN formula that should do it

    GM % COLUMN =
DIVIDE (
    CALCULATE ( SUM ( 'Table'[Sales] ), ALLEXCEPT ( 'Table', 'Table'[Customer] ) )
        - CALCULATE ( SUM ( 'Table'[Cost] ), ALLEXCEPT ( 'Table', 'Table'[Customer] ) ),
    CALCULATE ( SUM ( 'Table'[Sales] ), ALLEXCEPT ( 'Table', 'Table'[Customer] ) ),
    0
)

    Hope this helps! :smileyhappy:

     

Sean's avatar
Sean
Community Champion
9 years ago

Well the process should be pretty similar except the way you created the columns in the new Table using SUMMARIZE

 

Now create Measures instead

 

Measure to Sum the Sales

Measure to Sum the Costs

Measure for Profit = Measure to Sum the Sales - Measure to Sum the Costs

 

Create a Table Visual - place Customer in the Rows and the Measures in the Values

 

If you encounter problems come back here and ask?

 

I think you'll only need CALCULATE and ALL, ALLSELECTED, ALLEXCEPT if you are doing %

 

Again your question was pretty general so without any further specifics that's my 2 cents worth :smileyhappy:

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Sean

     

    Thanks for the response. I am wanting to actually have these as columns in the values, not just a visual. ie getting the last column to calculate in the values tab:

     

    CustomerItemSalesCostCustomer GM
    A1805050.00%
    A21004050.00%
    B1755045.95%
    B21105045.95%

     

    • Sean's avatar
      Sean
      Community Champion
      9 years ago

      Anonymous

       

      Here's the COLUMN formula that should do it

      GM % COLUMN =
DIVIDE (
    CALCULATE ( SUM ( 'Table'[Sales] ), ALLEXCEPT ( 'Table', 'Table'[Customer] ) )
        - CALCULATE ( SUM ( 'Table'[Cost] ), ALLEXCEPT ( 'Table', 'Table'[Customer] ) ),
    CALCULATE ( SUM ( 'Table'[Sales] ), ALLEXCEPT ( 'Table', 'Table'[Customer] ) ),
    0
)

      Hope this helps! :smileyhappy:

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        9 years ago

        Sean

        Just what I wanted. Thanks!