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gmasta1129's avatar
gmasta1129
Resolver I
4 years ago
Solved

IF/OR Statement with Measure & Column

I created a measure which sums the column "profit/loss" by column "master portolio id"...

 

Net FX P&L2 = CALCULATE (
SUM ( 'daily_report'[profit/loss]),
FILTER (
ALLSELECTED ( 'daily_report' ),
'daily_report'[master portfolio id]
= SELECTEDVALUE ( 'daily_report'[master portfolio id] )
))

 

 

For example,

 

My data sheet contains the following columns

 

Facility Code    Master Portfolio ID     Profit/Loss                     Net FX P&L2   <-- Measure created using formula above

84151                         84151                  0                                         100

84152                         84151                50                                         100

84153                        84151                 50                                         100

 

The measure above rolls up the profit/loss (3rd column) value by the master porfolio id (2nd column). 

 

However, I also need the facility codes (1st column) 84152 and 84153 be 0 as they should not contain 100. The 100 profit and loss value should only be in the Facility code 84151 as that is the main facility. 

 

I tried to use an IF/OR statement but cannot when Facility Code is a column and Net FX P&L2 is a measure.  Also, I have about 5 other facility codes with this issue.    Can someone please help? 

 

Facility Code    Master Portfolio ID     Profit/Loss                     Net FX P&L2   <-- What the Net FX P&L2 column should look like

84151                         84151                  0                                         100

84152                         84151                50                                         0

84153                        84151                 50                                         0

 

                                       

 

 

 

 

Thank you!  

Need Help
  • Jihwan_Kim's avatar
    Jihwan_Kim
    4 years ago

    Hi,

    Thank you for your message.

    Could you please try something like below?

     

    Net FX P&L2 Sample Data 2 measure: =
VAR _masterid =
    MAX ( SampleData2[Master Portfolio ID] )
VAR _currentdate =
    MAX ( SampleData2[Run Date] )
RETURN
    SUMX (
        ADDCOLUMNS (
            FILTER (
                SampleData2,
                SampleData2[Facility Code] = SampleData2[Master Portfolio ID]
            ),
            "@expectedmeasure",
                CALCULATE (
                    SUMX (
                        FILTER (
                            ALL ( SampleData2 ),
                            SampleData2[Master Portfolio ID] = _masterid
                                && SampleData2[Run Date] = _currentdate
                        ),
                        SampleData2[Profit/Loss]
                    )
                )
        ),
        [@expectedmeasure]
    ) + 0

5 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    4 years ago

    gmasta1129 , Try like

     


    Net FX P&L2 = CALCULATE (
    SUM ( 'daily_report'[profit/loss]),
    FILTER (
    ALLSELECTED ( 'daily_report' ),
    'daily_report'[master portfolio id]
    = max ( 'daily_report'[master portfolio id] ) && 'daily_report'[Facility ID] = minx(filter('daily_report'[master portfolio id]
    = max ( 'daily_report'[master portfolio id] ) ) 'daily_report'[Facility ID])
    ))

     

    or

     

    Net FX P&L2 = CALCULATE (
    SUM ( 'daily_report'[profit/loss]),
    FILTER (
    ( 'daily_report' ),
    'daily_report'[Facility ID] = minx(filter('daily_report'[master portfolio id]
    = max ( 'daily_report'[master portfolio id] ) ) 'daily_report'[Facility ID])
    ))

     

     

    refer

    https://amitchandak.medium.com/power-bi-get-the-last-latest-value-of-a-category-d0cf2fcf92d0

     

    You need first means Min

  • Jihwan_Kim's avatar
    Jihwan_Kim
    Super User
    4 years ago

    Hi,

    Please check the below picture and the attached pbix file.

    I tried to create a sample pibx file like below.

    It is for creating a measure.

     

     

    Net FX P&L2 measure: = 
VAR _masterid =
    MAX ( Data[Master Portfolio ID] )
RETURN
    SUMX (
        ADDCOLUMNS (
            FILTER ( Data, Data[Facility Code] = Data[Master Portfolio ID] ),
            "@expectedmeasure",
                CALCULATE (
                    SUMX (
                        FILTER ( ALL ( Data ), Data[Master Portfolio ID] = _masterid ),
                        Data[Profit/Loss]
                    )
                )
        ),
        [@expectedmeasure]
    ) + 0
  • gmasta1129's avatar
    gmasta1129
    Resolver I
    4 years ago

    Hello Jihwan_Kim,

     

    Thank you for the response.  After copy and pasting the code above, I received a larger number.  I should have mentioned that the report is being filtered (slicer) by a column titled "Run Date" which contains date data (report runs on a daily basis).  I am not sure if this is why I am seeing a large number because it is summing all the dates together? Just added this column to the chart below for reference.  

     

     

    Run Date          Facility Code    Master Portfolio ID     Profit/Loss            Net FX P&L2   

     7/11/2022            84151                       84151                  0                            100

     7/11/2022            84152                       84151                  50                          100

     7/11/2022            84153                        84151                 50                          100

     7/8/2022             84151                       84151                  0                            160

     7/8/2022            84152                       84151                  80                           160

     7/8/2022            84153                        84151                 80                          160

    • Jihwan_Kim's avatar
      Jihwan_Kim
      Super User
      4 years ago

      Hi,

      Thank you for your message.

      Could you please try something like below?

       

      Net FX P&L2 Sample Data 2 measure: =
VAR _masterid =
    MAX ( SampleData2[Master Portfolio ID] )
VAR _currentdate =
    MAX ( SampleData2[Run Date] )
RETURN
    SUMX (
        ADDCOLUMNS (
            FILTER (
                SampleData2,
                SampleData2[Facility Code] = SampleData2[Master Portfolio ID]
            ),
            "@expectedmeasure",
                CALCULATE (
                    SUMX (
                        FILTER (
                            ALL ( SampleData2 ),
                            SampleData2[Master Portfolio ID] = _masterid
                                && SampleData2[Run Date] = _currentdate
                        ),
                        SampleData2[Profit/Loss]
                    )
                )
        ),
        [@expectedmeasure]
    ) + 0