Subtract values in same column between different portfolio codes

[gmasta1129]

Hello,

I have a report that contains the following columns 

1. Run Date

2. Portfolio Code

3. <121 day value

The Power BI report I am creating contains 3 slicers

1. "Run Date" filter

2. "Portfolio Code" filter in Table 1

3. "Portfolio Code" filter in Table 2

I am creating two of the same tables and it will look as follows:

Run Date (This is the Slicer) 

3/6/2024

*This slicer should apply to both tables

Table 1: 

Portfolio Code (This is the Slicer)

654321

Portfolio Code     <121 Day Value

654321                   $5,000,000

Table 2:

Portfolio Code (This is the slicer)

123456

Portfolio Code     <121 Day Value

123456                    $3,000,000

The 3rd table should show the difference in "<121 Day value" column between portfolio code "654321" in table 1 and "123456" in table 2 (these are the portolio codes selected in each slicer).  Please note there are over 100 portfolio codes. 

Therefore I should see a difference of $2,000,000 (5,000,000 - 3,000,00) in table 3.

I am not sure how to write a formula where it compares values in the same exact columns for two different portfolio codes.  

[v-yaningy-msft]

Hi, @gmasta1129 

Based on your text description, it's hard to understand the form of your data and the desired results, you can share pbix files, datasheets, etc. that are free of sensitive data to help us quickly understand and solve your requirements.

Best Regards,
Yang
Community Support Team

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