Forum Discussion
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 typically do this is create a new table, summarize the current one with Customer, sum of sales, and sum of cost. Create a new column for customer margin, create a relationship with the original data, and create a new column in the original data using the related function.
This works, but it would be nice not having to create a new table for any time I need to do this. I'm assuming CALCULATE and ALL will be used.
Thanks for any help.
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:
4 Replies
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:
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:
Customer Item Sales Cost Customer GM A 1 80 50 50.00% A 2 100 40 50.00% B 1 75 50 45.95% B 2 110 50 45.95% 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: