Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
ViralPatel212
Resolver I
Resolver I

Summary Table visual

Hello Team,

 

This may be hard to explain but here goes! 

I am trying to create a table visual where it summarises the ranking of our dealers barclays based off our data points "Clients"

The ranking is based of Sum of Volume

 

We have several clients where they provide data and within each data they have dealers.

When i filter the data by client i.e. " T Rowe Price" barclays is ranked 6th and when i change the filter to "KBC" barclays is ranked 9th

ViralPatel212_0-1710249050130.png

ViralPatel212_1-1710249077631.png

ViralPatel212_2-1710249097439.png

 

I want to create a summarized table with that information for Barclays:

ClientRank
T Rowe Price6
Invesco6
KBC9
1 ACCEPTED SOLUTION
ViralPatel212
Resolver I
Resolver I

I have resolved this issue. 

 

created a measure for barclays

Measure: 
var _rank = RANKX(ALL('Dealer Ranking'[Counter Party]),[Ranking Size (Vol)],,DESC)
VAR _tab =
    FILTER (
        ADDCOLUMNS (
            ALL( 'Dealer Ranking'[Counter Party] ),
            "@rank", [Dealer Ranking Number 2 test]
        ),
        [Counter Party] = "Barclays"
    )
VAR _rankbarclays =
   CALCULATE( MAXX ( _tab, [@rank] ), REMOVEFILTERS('Dealer Ranking'[Glimpse_buy_side]))


RETURN

_rankbarclays

 

View solution in original post

4 REPLIES 4
ViralPatel212
Resolver I
Resolver I

I have resolved this issue. 

 

created a measure for barclays

Measure: 
var _rank = RANKX(ALL('Dealer Ranking'[Counter Party]),[Ranking Size (Vol)],,DESC)
VAR _tab =
    FILTER (
        ADDCOLUMNS (
            ALL( 'Dealer Ranking'[Counter Party] ),
            "@rank", [Dealer Ranking Number 2 test]
        ),
        [Counter Party] = "Barclays"
    )
VAR _rankbarclays =
   CALCULATE( MAXX ( _tab, [@rank] ), REMOVEFILTERS('Dealer Ranking'[Glimpse_buy_side]))


RETURN

_rankbarclays

 

ViralPatel212
Resolver I
Resolver I

@Greg_Deckler 

Hi Greg, where you able to access the files?

thanks

 

Greg_Deckler
Super User
Super User

@ViralPatel212 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.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...

@Greg_Deckler  Apologies for the confusion. 

Here is the sample data as requestion with the Pbix File. In the report i have created a expected table that i want to create. In this example, i have used J.P. Morgan rather than Barclays. 

Outcome, i want to see the ranking position of J.P.Morgan against each client.

 

I didn't know how to upload the files so i added it to google drive: 

https://drive.google.com/drive/folders/1Oj1ZdJifZHwdSc6CimPOtZEEtW5lTsOd?usp=sharing

 

Hopefully this make sense.

Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.