Forum Discussion
Using Ratios between two tables for output depending on Filter
Hi,
I would truly appreciate some assistance with a challenge I have been struggling with in Power BI. I would like to get the Customer_Number ratios in Table_1 to split the Year_1, Year_2 and Year_3 numbers. Here is the example:
Table_1 |
|
|
Shop | Customer_Type | Customer_Numbers |
shop_1 | Customer_Type_1 | 10 |
shop_1 | Customer_Type_2 | 20 |
shop_1 | Customer_Type_3 | 50 |
shop_2 | Customer_Type_1 | 8 |
shop_2 | Customer_Type_2 | 6 |
shop_2 | Customer_Type_3 | 50 |
shop_3 | Customer_Type_1 | 30 |
shop_3 | Customer_Type_2 | 150 |
shop_3 | Customer_Type_3 | 200 |
In Table_1 I have three different Shop's with three different Customer_Types split in numbers.
Table_2 |
|
|
|
Customer_Type | Year_1 | Year_2 | Year_3 |
Customer_Type_1 | 100 | 200 | 400 |
Customer_Type_2 | 150 | 250 | 500 |
Customer_Type_3 | 170 | 300 | 370 |
In Table_2 are the Year_1, Year_2 and Year_3 desired numbers to achieve.
Power BI Output |
|
|
|
|
Shop | Customer_Type | Target_1 | Target_2 | Target_3 |
shop_1 | Customer_Type_1 | 20.83 | 41.67 | 83.33 |
shop_1 | Customer_Type_2 | 17.05 | 28.41 | 56.82 |
shop_1 | Customer_Type_3 | 28.33 | 50.00 | 61.67 |
shop_2 | Customer_Type_1 | 16.67 | 33.33 | 66.67 |
shop_2 | Customer_Type_2 | 5.11 | 8.52 | 17.05 |
shop_2 | Customer_Type_3 | 28.33 | 50.00 | 61.67 |
shop_3 | Customer_Type_1 | 62.50 | 125.00 | 250.00 |
shop_3 | Customer_Type_2 | 127.84 | 213.07 | 426.14 |
shop_3 | Customer_Type_3 | 113.33 | 200.00 | 246.67 |
The Targets in the Power BI Output table should be derived from Table_1 and Table_2 in Power BI. However it should also automatically change this as the filters change e.g. if I only filter on Customer_Type_1 & 2 or Shop_1 & 3 the split should be calculated to achieve the Target_1, Target_2 and Target_3.
Any assistance will be truly appreciated.
8 Replies
Here are the Steps
1) Create the relationship between two table using Customer_Type
2) Add the Following Calculated Column in Table 1 to get the %ages on which Targets will be determined
%_age = DIVIDE ( Table1[Customer_Numbers], CALCULATE ( SUM ( Table1[Customer_Numbers] ), ALLEXCEPT ( Table1, Table1[Customer_Type] ) ) )3) Add the Calculated Columns for Targets
Target 1 = RELATED ( Table2[Year_1] ) * Table1[%_age]
and so on for Targets 2 and 3
Thank you very much for the feedback and information. The calculation works if you use all e.g. Segments and Shops, however if you would like to see the impact if you take away one Shop or Segment the number remain and do not update for the once selected only. SO what I would like to achieve is to take the Year_1 Numbers and they need to total to the selection made, also if only one or two Shops or segments are selected.
