Forum Discussion
Measure multiplying values in one column with two filters
Hello,
I have another roadblock in creating my comprehensive dashboard 😅 I will do my best to explain the issue below and include an example of the data.
It is a bit of a nesting doll situation. I would like to calculate the allocation of the numbered portfolios using the allocation of the lettered portfolios since the numbered portfolios are comprised of the lettered. That way, I can create a visual to display the currency and regional compositions of the numbered portfolios. Basically, I need to create a measure that filters the portfolio and allocation columns, then multiplies the related allocations.
Any tips would be appreciated!
| Date | Portfolio | Asset Class | Currency | Allocation | Region |
| 12/01/2022 | 1 | a | EUR | 20% | Europe |
| 12/01/2022 | 1 | b | EUR | 20% | Europe |
| 12/01/2022 | 1 | c | EUR | 10% | Europe |
| 12/01/2022 | 1 | d | EUR | 10% | Europe |
| 12/01/2022 | 1 | e | EUR | 15% | Europe |
| 12/01/2022 | 1 | f | EUR | 15% | Europe |
| 12/01/2022 | 1 | cash | EUR | 10% | Europe |
| 12/01/2022 | 2 | a | EUR | 15% | Europe |
| 12/01/2022 | 2 | b | EUR | 15% | Europe |
| 12/01/2022 | 2 | c | EUR | 20% | Europe |
| 12/01/2022 | 2 | d | EUR | 10% | Europe |
| 12/01/2022 | 2 | e | EUR | 20% | Europe |
| 12/01/2022 | 2 | f | EUR | 10% | Europe |
| 12/01/2022 | 2 | cash | EUR | 10% | Europe |
| 12/01/2022 | a | a1 | USD | 15% | North America |
| 12/01/2022 | a | a2 | EUR | 15% | Europe |
| 12/01/2022 | a | a3 | GBP | 20% | Europe |
| 12/01/2022 | a | a4 | SGD | 10% | Asia |
| 12/01/2022 | a | a5 | JPY | 20% | Asia |
| 12/01/2022 | a | a6 | CAD | 10% | North America |
| 12/01/2022 | a | a7 | EUR | 10% | Europe |
2 Replies
I would like to breakdown the allocation of currency and region for Portfolio 1 & 2 (the Portfolio column appears to close to the Date column in my example - sorry!). Portfolios 1 & 2 only show EURs but contain a percentage of Portfolio "a" which is made up of multiple currencies. I want to show these currencies broken down in Portfolio 1 & 2.