PRORATE by drivers

[Anonymous]

Hello, is it possible to prorate by drivers in Power BI?

example, right now i have in my dataset a table with the costs to operate monthly every plant:

and  I also have another table that describes how much every plant is used by every business line:

is it possible to do something similar to excel's index match match, to be able then to prorate the plant cost by business line?

something like this:

more so, i would like to apply the "business" field as a filter, then if nothing is filtered I would show the total cost for every plant, but if for example I select Business A in the "business filter" then plant 1 would show 7,334.47, plant 2 shows 37,631.09, and so and so.

any help is GREATLY appreciated!

[v-yulgu-msft · Accepted solution]

Hi @Anonymous,

Please refer to below steps, but it may not achieve your requirement completely.

In Query Editor mode, choose all "Business" columns and click "Unpivot columns" to convert table structure to below.

Apply changes, in Data view mode, create a calculated table.

Usage2 =
UNION (
    ADDCOLUMNS ( VALUES ( Cost[Plants] ), "Business", "Total", "Percentage", 1 ),
    Usage
)

Add [Business] from above 'Usage2' table into slicer. Add Usage2[Plants], Usage2[Business] and below measure into Matrix. Remember to turn off "Column Subtotals" under "Subtotals" option in Format pane.

cost by business = 
IF (
    CALCULATE ( ISFILTERED ( Usage2[Business] ), ALLSELECTED ( Cost ) ),
    CALCULATE (
        SUM ( Cost[Cost] ),
        FILTER ( ALLSELECTED ( Cost ), Cost[Plants] = SELECTEDVALUE ( Usage2[Plants] ) )
    )
        * SUM ( Usage2[Percentage] ),
    CALCULATE (
        SUM ( Cost[Cost] ),
        FILTER ( ALLSELECTED ( Cost ), Cost[Plants] = SELECTEDVALUE ( Usage2[Plants] ) )
    )
)

If nothing is filtered, Matrix would show total cost as well as each business. To show total cost only, you need to select "Total" from slicer.

Best regards,

Yuliana Gu

[Anonymous]

awesome this has helped a lot, thank you so much!

[Greg_Deckler]

Yes, but you will want to unpivot the last 3 columns of your 2nd table in Power Query so that you end up with:

Plant,Business,Usage

Plant1,Business A, 25%

Plant1,Business B, 32%

Plant1,Business C, 43%

...

[Anonymous]

Okay and after I unpivot the data how is the syntaxis to make the proration?