Forum Discussion
Need Help with Creating/Adding a calculated field/column and displaying
Hello PowerBI community!
Starting to get my feet wet with PowerBI and want to continue to learn.
I'm struggling to find the easiest/most useful way to created a calculated field/column in Power BI.
I have $ projections from the demand planners and account teams every period that I want to manipulate in PowerBI.
Below is a small sample of the data (full set is 10000 rows)
I want to be able to add a field that shows the difference between the demand and account team $ projects by $ and by %. I also want to be able to aggregate the accounts that fall in the West and show their $ and % variance. ( I can group on my own)
Is there an easy way to do this in the Data and Report tabs?
I really appreciate any help!
Hi Anonymous ，
I created one sample PBIX file based on your needs, you can find the details in this file. Regarding to the second point you mentioned, I am not very clear. Could you please provide an example?
"Also beyond that, would it be possible to add in calculated rows in the "source column" that would be named "Demand-Acct in $" and "Demand-Acct %" that show the variances in the "value" column?"
Best Regards
Rena
7 Replies
Try like
demand diff = calculate(sum(table[value]),table[source]="Account") - calculate(sum(table[value]),table[source]="Demand") Ratio = divide(calculate(sum(table[value]),table[source]="Account") ,calculate(sum(table[value]),table[source]="Demand"))For Others please provide sample data and expected output
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So when I enter in your top formula it doesn't subtract the 2 fields...
I very well may be entering it wrong, but the formula is returning a negative Account number (just changing it to a negative value of the same number), and the Demand number is just the same number in the value column.
Would you know of where I possible could have caused an error?
Hello Anonymous,
Thanks in advance for the help!
I would love to have a view like the one you have below, but I would also want to look at the variance ($ and %) for the full year by account ( so all my Periods aggregated) and also the variance ($ and %) by Period and by Account.
Also beyond that, would it be possible to add in calculated rows in the "source column" that would be named "Demand-Acct in $" and "Demand-Acct %" that show the variances in the "value" column?
I really appreciate the help!
Hi Anonymous ，
I created one sample PBIX file based on your needs, you can find the details in this file. Regarding to the second point you mentioned, I am not very clear. Could you please provide an example?
"Also beyond that, would it be possible to add in calculated rows in the "source column" that would be named "Demand-Acct in $" and "Demand-Acct %" that show the variances in the "value" column?"
Best Regards
Rena
