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Zaynah16's avatar
Zaynah16
Helper I
4 years ago
Solved

How to calculate a return

Hi everyone, 

Please could i get help to calculate a Return for each of the 5 years from revenue, cost savings, and cost incurred. 

 

I've included sample data as well as the output required. 

 

Calculation 

Revenue 2021  + Cost Savings 2021 - Costs incurred 2021= Return 2021

 

 

Data 

Year 2021  Year 2022    Year 2023      Year 2024      Year 2025                    KPI 

10 000       20 0000         15 000          56 000           12 000  ( Revenue )   Decrease potable water comsuption 

8 000         90000            10 000          12 000           17 000 ( Cost Savings) Decrease potable water comsuption

5 000         6 000             7 000            8 0000            9 000 ( Costs Incurred) Decrease potable water comsuption

10 000       20 0000         15 000          56 000           12 000  ( Revenue )   Decrease discharge sea to sewer 

8 000         90000            10 000          12 000           17 000 ( Cost Savings) Decrease discharge sea to sewer

5 000         6 000             7 000            8 0000            9 000 ( Costs Incurred) Decrease discharge sea to sewer

  

  

Required output 

 

  • You need to change your data model.

    1. Select the column then unpivot other column.

    2. Then create a measure like below:

     

    Return = 
    var revenue = CALCULATE(SUM('Table'[Value]),FILTER(ALLEXCEPT('Table','Table'[Attribute]),'Table'[Status]=" Revenue"))
    var Cost_Savings = CALCULATE(SUM('Table'[Value]),FILTER(ALLEXCEPT('Table','Table'[Attribute]),'Table'[Status]=" Cost Savings"))
    var  Costs_Incurred = CALCULATE(SUM('Table'[Value]),FILTER(ALLEXCEPT('Table','Table'[Attribute]),'Table'[Status]=" Costs Incurred"))
    return revenue+Cost_Savings-Costs_Incurred

     

     

1 Reply

  • V-lianl-msft's avatar
    V-lianl-msft
    Community Support

    You need to change your data model.

    1. Select the column then unpivot other column.

    2. Then create a measure like below:

     

    Return = 
    var revenue = CALCULATE(SUM('Table'[Value]),FILTER(ALLEXCEPT('Table','Table'[Attribute]),'Table'[Status]=" Revenue"))
    var Cost_Savings = CALCULATE(SUM('Table'[Value]),FILTER(ALLEXCEPT('Table','Table'[Attribute]),'Table'[Status]=" Cost Savings"))
    var  Costs_Incurred = CALCULATE(SUM('Table'[Value]),FILTER(ALLEXCEPT('Table','Table'[Attribute]),'Table'[Status]=" Costs Incurred"))
    return revenue+Cost_Savings-Costs_Incurred