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Need help creating a measure so I can show total sum of account where individual holdings exceed X. In the example below I need to calculate % over 12%. I have the underlying data for Account, Secuirty, % of Account.
Account | Security | % of Account | % over 12% |
1 | a | 5 | 58 |
1 | b | 10 | 58 |
1 | c | 10 | 58 |
1 | d | 8 | 58 |
1 | e | 23 | 58 |
1 | f | 35 | 58 |
1 | g | 10 | 58 |
2 | h | 35 | 64 |
2 | i | 15 | 64 |
2 | j | 14 | 64 |
2 | k | 12 | 64 |
2 | l | 12 | 64 |
2 | m | 12 | 64 |
3 | n | 30 | 100 |
3 | o | 20 | 100 |
3 | p | 20 | 100 |
3 | q | 20 | 100 |
3 | r | 20 | 100 |
Solved! Go to Solution.
@CJANE "% of Account" is this a column in your table or it is a measure?
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Thank you this was very helpful.
@CJANE you can add a new calculated column like this:
Column = CALCULATE ( SUM ( TableX[% of Account] ), FILTER ( ALLEXCEPT ( TableX, TableX[Account] ), TableX[% of Account] > 12 ) )
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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
% of Account is a column in the table
@CJANE "% of Account" is this a column in your table or it is a measure?
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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