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Hello,
I have a dataset which has portfolios, months on book(MOB), and mob_buckets (groupings of portfolios into mob <=3, between 4 and 6, between 7 and 9, etc.). I have created a measure ltr_001_perc which calculates the proportion of accounts in each portfolio which had a letter sent to them during one of the mob or mob buckets (see below).
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@lngshrmn_phil See if this helps: Better Running Total - Microsoft Power BI Community
If not, Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882
Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.
This is a few columns of one portfolio.
POOL_ID|POOL_ID_SHORT|PURCH_ENT|FUND_MO |VINTAGE|MOB|MOB_BUCKET|
-------+-------------+---------+-----------------------+-------+---+----------+
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 0|3 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 1|3 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 2|3 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 3|3 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 4|6 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 5|6 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 6|6 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 7|9 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 8|9 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 9|9 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 10|12 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 11|12 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 12|12 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 13|>12 |
BARNI3 |BAR |Core |2021-12-01 00:00:00.000| 2021| 14|>12 |
My expected output for the bottom visual is something like you see in the top visual (see below). As you can see, even when disregarding the stalling summation, the numbers are incorrect as each mob bucket should match the corresponding mob from the top visual.
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