Income Utilization DAX

Hi, Ankurdatascienc 

For Total Income (assuming the columns in the Income sheet are named Income and are already averaged), you can create a simple metric:

Total Income = SUM(Income[Income])

However, since you've given that this is the average and only for one month, you may need to multiply by the number of months (6) to get the total expected income (if that's a reasonable assumption):

Total Expected Income = SUM(Income[Income]) * 6

For total expenses (assuming the column name in the Spend sheet is Spend), you need to use the SUMX function in conjunction with the VALUES function to summarize expenses by customer ID because of duplicate customer IDs:

Total Spend = SUMX(VALUES(Spend[Customer ID]), SUM(Spend[Spend]))

Calculate the revenue utilization percentage:

Income Utilization % = DIVIDE(  
    [Total Spend],  
    [Total Expected Income],  
    0 
)

Please adjust the above steps and formulas to your specific data structure and needs. If the Income column in the Income sheet is already the total income for 6 months instead of the average, then you don't need to multiply by 6.

Best Regards,

hackcrr

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