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Hi,
I am new to Power BI, so apologies if I am doing something completely wrong.
I have a table in which each row is a project.
Each project has a column called "Phase" which has the following stages: "1. Lead","2. Opportunity", 3. Proposal Dev", 4. "Proposal Sent",..."7. Sold", "8. Cash Collected".
Each project also has "Client Budget".
I have made a simple measure called "Total Nominal Budget":
Total Nominal Budget = SUM('Unique Project Table'[Current Client Budget])
Now, I want to create a measure in which I can calculate the total "Earned", which is the "Client Budget" in which the "Phase" column has either "7. Sold" or "8. Cash Collected". I tried with the below measure, but it returns a wrong value:
Earned = CALCULATE('Unique Projects Data Model'[Total Nominal Budget],FILTER('Unique Projects Data Model', 'Unique Projects Data Model'[Phase] = "7. Sold" || "8. Cash Collected"))
What am I doing wrong here? I guess this should be quite straightforward..
Solved! Go to Solution.
My first guess to the issue would be that you're using a hidden table with no relation between the other tables.
Using Unique Projects Data Model instead gives me the result you mentioned
Total Nominal Budget = SUM('Unique Projects Data Model'[Current Client Budget])
Hi,
Try adding 'Unique Projects Data Model'[Phase] = "8. Cash Collected" instead of "8. Cash Collected"
Earned = CALCULATE('Unique Projects Data Model'[Total Nominal Budget],FILTER('Unique Projects Data Model', 'Unique Projects Data Model'[Phase] = "7. Sold" || 'Unique Projects Data Model'[Phase] = "8. Cash Collected"))
@Gordonliljit still returns a wrong value.
It seems that it simply returns the [Total Nominal Budget] although I am trying to filter by the specific "Phase".
Is it possible for you to share some sample data?
I am not sure how to share the file, shall I take screenshots of some of the tables/measures/others?
To share the file you would could use an online file sharing tool like onedrive or dropbox.
Though sharing the file would be better, screenshots should work fine as well
Forgot to ask but what is the expected value?
My first guess to the issue would be that you're using a hidden table with no relation between the other tables.
Using Unique Projects Data Model instead gives me the result you mentioned
Total Nominal Budget = SUM('Unique Projects Data Model'[Current Client Budget])
And just like that it works 🙂
I must have confused myself with too many different tables.
This is my first time using Power BI to create a report so even the easy things can seem confusing to me
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