How to make a slicer modify a measure

[shelleye]

Hello, 

I am a beginner user of Power BI and I have a data table with trial balance data.  Each expense account has 2 grouping name columns.  The first grouping is the account description 1, i.e. Salaries & Wages, Repairs & Maintenance and the second grouping description is "operating expense" where they both roll up too...  I want to create a measure to calculate each account group's percent of Income.  For example Salaries&Wages/Operating Income, but I want to do this for all the account categories and be able to use a slicer to determine how the measure would return the value.

For example, if the calculation was using = Operating Expense/Operating Income, and the slicer is the description 1 value and Salaries & Wages is selected,  then the measure would only look for the salaries & wages description 1 and divide the that by operating income.  Also, is this possible to achieve this without creating a measure for each individual account type? Almost as if the slicer is acting like a VLookup to then tell the measure return a value that is displayed in the visual?

here is a simplified version of my data table:

yearMonthNum	fomDate	cat07Descr1	cat07Descr2	actualAmt
202001	Jan-20	Repairs and maintenance	Operating Expense	1000
202001	Jan-20	Salaries & Wages	Operating Expense	400
202001	Jan-20	Travel Expense	Operating Expense	600
202001	Jan-20	Widget Income	Operating Income	-15000

[v-angzheng-msft]

Hi, @shelleye @MarthaC 

Need to log in, can't access.
You'd better explain the function of your date column and show your expected results, otherwise I will not be able to help, just like shooting an arrow in the dark.

I'm a little confused, your needs don't seem to have anything to do with the date. How did you get the different results? Do you have any other factors that need to be considered?

What if the data table has revenue centers and multiple reporting periods and the request is to calculate the % of the Account description 1 by Operating Income for each individual period and revenue center?   

Best Regards,
Community Support Team _ Zeon Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[MarthaC]

@v-angzheng-msft 

I'm sorry about that - Seems like our company did not allow open links and requires providing access by invites via external emails.

I'll include some snapshots that I hope will be helpful.

I'm going to focus on CenterName A, January 2020:  Expected result -4.48%  Salary Exp/Operating Income for that month, for that property

Results:

I created a Salary Expense Measure (which is not dynamic) - used it in the visual on the top-right quadrant.

The two visuals in the bottom are using the suggested dynamic measure.

Snip of Visualizations/Fields pane on table visual (bottom left)

Snip of Visualizations/Fields pane on Matrix visual (bottom right)

Snip of Tables: (filtered for values shown)

CostCenterData

FinancialData table

Reporting date table:

_Calc Result Measure

_Calc Result =

IF(ISFILTERED('FinancialData'[cat07Descr1]),SUMX(ADDCOLUMNS('financialData',"_Calc Result",[_Calc]),[_Calc Result]),1)

_Calc Measure

_Calc =

var _subTable=

FILTER (

ALL( 'FinancialData'),'FinancialData'[CenterName]=MAX('FinancialData'[CenterName])&&'FinancialData'[fomDate]=MAX('FinancialData'[fomDate]))

VAR _Income =

MAXX(

FILTER (

_subTable,

'FinancialData'[cat07Descr2] = "Operating Income"

),

'FinancialData'[naturalSignActualAmt]

)

VAR _a =

CALCULATE (

SUM ( FinancialData[naturalSignActualAmt] ),

ALLSELECTED ( 'FinancialData'[cat07Descr1] )

)

VAR _divide =

DIVIDE ( _a, _Income )

VAR _total =

IF ( ISFILTERED ( 'FinancialData'[cat07Descr1] ), _divide, 1 )

RETURN

_total

Calc_SalExptoRev% Measure (the one I used on the top right visual)

Calc_SalExptoRev% =

Calculate(DIVIDE(

    CALCULATE(SUM('FinancialData'[naturalSignActualAmt]), 'FinancialData'[cat07Descr1]="Salary expense"),

    (CALCULATE(SUM('FinancialData'[naturalSignActualAmt]), 'FinancialData'[cat07Descr2]="Operating Income")),0))

Relationships of Tables

Thank you again for your help!

[v-angzheng-msft]

Hi, @shelleye 

How to provide sample data in the Power BI Forum

[MarthaC]

Thank you for the measure.

What if the data table has revenue centers and multiple reporting periods and the request is to calculate the % of the Account description 1 by Operating Income for each individual period and revenue center?   

Example of what the table would look like:

Date	Reporting Period	CenterName	Account Description 1	Account Description 2	Amount		Calc Result
13121	1	A	Repairs and Maintenance	Operating Expense	1000		-62.50%
13121	1	A	Salaries & Wages	Operating Expense	400		-25.00%
13121	1	A	Travel Expense	Operating Expense	600		-37.50%
13121	1	A	Widget Income	Operating Income	-1600		100.00%
22821	2	A	Repairs and Maintenance	Operating Expense	1100		-55.00%
22821	2	A	Salaries & Wages	Operating Expense	440		-22.00%
22821	2	A	Travel Expense	Operating Expense	650		-32.50%
22821	2	A	Widget Income	Operating Income	-2000		100.00%
13121	1	B	Repairs and Maintenance	Operating Expense	900		-41.86%
13121	1	B	Salaries & Wages	Operating Expense	425		-19.77%
13121	1	B	Travel Expense	Operating Expense	525		-24.42%
13121	1	B	Widget Income	Operating Income	-2150		100.00%
22821	2	B	Repairs and Maintenance	Operating Expense	850		-37.78%
22821	2	B	Salaries & Wages	Operating Expense	450		-20.00%
22821	2	B	Travel Expense	Operating Expense	650		-28.89%
22821	2	B	Widget Income	Operating Income	-2250		100.00%

thank you

[v-angzheng-msft]

Hi, @shelleye 

Try to create a measure like this:

Measure = 
var _Income=MAXX(FILTER(ALL('Table'),'Table'[Account Description 2]="Operating Income"),ABS('Table'[Amount]))
var _a=CALCULATE(ABS(SUM('Table'[Amount])),ALLSELECTED('Table'[Account Description 1]))
var _divide=DIVIDE(_a,_Income)
var _total=IF(ISFILTERED('Table'[Account Description 1]),_divide,1)
return _total

 Format the measure as Percentage

Result:

Please refer to the attachment below for details. Hope this helps.

Best Regards,
Community Support Team _ Zeon Zheng

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[MarthaC]

Thank you for the measure.

What if the data table has revenue centers and multiple reporting periods and the request is to calculate the % of the Account description 1 by Operating Income for each individual period and revenue center?   

Example of what the table would look like:

Date	Reporting Period	CenterName	Account Description 1	Account Description 2	Amount		Calc Result
13121	1	A	Repairs and Maintenance	Operating Expense	1000		-62.50%
13121	1	A	Salaries & Wages	Operating Expense	400		-25.00%
13121	1	A	Travel Expense	Operating Expense	600		-37.50%
13121	1	A	Widget Income	Operating Income	-1600		100.00%
22821	2	A	Repairs and Maintenance	Operating Expense	1100		-55.00%
22821	2	A	Salaries & Wages	Operating Expense	440		-22.00%
22821	2	A	Travel Expense	Operating Expense	650		-32.50%
22821	2	A	Widget Income	Operating Income	-2000		100.00%
13121	1	B	Repairs and Maintenance	Operating Expense	900		-41.86%
13121	1	B	Salaries & Wages	Operating Expense	425		-19.77%
13121	1	B	Travel Expense	Operating Expense	525		-24.42%
13121	1	B	Widget Income	Operating Income	-2150		100.00%
22821	2	B	Repairs and Maintenance	Operating Expense	850		-37.78%
22821	2	B	Salaries & Wages	Operating Expense	450		-20.00%
22821	2	B	Travel Expense	Operating Expense	650		-28.89%
22821	2	B	Widget Income	Operating Income	-2250		100.00%

thank you

[v-angzheng-msft]

Hi, @MarthaC 

a measure like this:

_Calc = 
var _subTable=
    FILTER (
            ALL( 'T2'),'T2'[CenterName]=MAX('T2'[CenterName])&&'T2'[Reporting Period]=MAX('T2'[Reporting Period]))
VAR _Income =
    MAXX(
        FILTER (
            _subTable,
            'T2'[Account Description 2] = "Operating Income"
        ),
        'T2'[Amount]
    )
VAR _a =
    CALCULATE (
        SUM ( 'T2'[Amount] ),
        ALLSELECTED ( 'T2'[Account Description 1] )
    )
VAR _divide =
    DIVIDE ( _a, _Income )
VAR _total =
    IF ( ISFILTERED ( 'T2'[Account Description 1] ), _divide, 1 )
RETURN
    _total

Create another measure to get the correct total.

_Calc Result =
IF (
    ISFILTERED ( T2[Account Description 1] ),
    SUMX ( ADDCOLUMNS ( 'T2', "_Calc Result", [_Calc] ), [_Calc Result] ),
    1
)

result:

Please refer to the attachment below for details. Hope this helps.

Best Regards,
Community Support Team _ Zeon Zheng

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[shelleye]

First, thank you so much for all the help you are providing us!  We are so appreciative of it. 

We applied these measures in our model, but our reporting periods are dates so it's returning funky results.  They are not assigned 1,2 as in your pbix file.  Could you help modify the measure so it works with and first of month date?  i.e. 012021, 022021, 032021 date format?

[v-angzheng-msft]

Hi, @shelleye 

I'm a little confused, your needs don't seem to have anything to do with the date. How did you get the different results? Do you have any other factors that need to be considered?

What if the data table has revenue centers and multiple reporting periods and the request is to calculate the % of the Account description 1 by Operating Income for each individual period and revenue center?   

Please consdier sharing more details about it or a simple sample file without any sesentive information for further discussion.

Best Regards,
Community Support Team _ Zeon Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[MarthaC]

Thank you @v-angzheng-msft 

I have a sample .pbix file that I hope will be helpful.  On this file I created a visual using a measure that only looks at Salary Expense and another visual using the dynamic measure you provided to compare results.  

I've included the link to the onedrive.  

Sample test file 

Thank you again for your help,

best regards,

[shelleye]

I don't know how to upload our sample pbix file with my options available in this reply.  

[Ashish_Mathur]

Hi,

Share some data and show the expected result.

[shelleye]

Here is what a sample data table would look like:

Date	Reporting Period	Account Description 1	Account Description 2	Amount
013121	1	Repairs and Maintenance	Operating Expense	1000
013121	1	Salaries & Wages	Operating Expense	400
013121	1	Travel Expense	Operating Expense	600
013121	1	Widget Income	Operating Income	-1600

My slicer would be Account Description 1 

If Repairs & Maintenence is selected in slicer, the measure would return:

'Repairs & Maintenane' % of Income = 6.67%

If Travel Expense was selected in the slicer, the measure would return:

'Travel Expense' % of Income = 4%

[Ashish_Mathur]

How did you arrive at the 4% and 6.67%?

[shelleye]

MY APOLOGIES I was calculating on my real data:

It should be 1000/1600 = 62.5%  and 600/1600 = 37.5%,  respectively.

[shelleye]

Sorry, I don't know why the table keeps looking funny/weird:

Date	Reporting Period	Account Description 1	Account Description 2	Amount
013121	1	Repairs and Maintenance	Operating Expense	1000
013121	1	Salaries & Wages	Operating Expense	400
013121	1	Travel Expense	Operating Expense	600
013121	1	Widget Income	Operating Income	-1600

[Ashish_Mathur]

Hi,

Try these measures:

Total = sum(Data[actualAmt])

Widget total = calculate([total],data[Account Description]="Widget income")

Ratio = divide([total],[widget total])

Format the ratio measure as a %.