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22LACMT
Helper III
Helper III

Percent of total data while showing restricted data for the visual

Hi,  I am trying to use the below data to show all 3 crossbuckets for each data for the Permenant Portfolio.   however, I want to show the data as a percent of the Total Combined Portfolios :

 $        3,689,375,352.42

 

and not the restricted total of just the permant portfolio data that I want to show.   

 

* how do I use the total of all the data (Total Combined Portfolios) for the percentages and not the filtered data that I want to show? 

 

Sample data: 

DateCrossbucket30mCrossbucket50mCrossbucket70mPortfolioType
12/31/2019 $        32,000,000.00    Construction
12/31/2019 $        35,000,000.00    Permenant 
12/31/2019 $        45,000,000.00    Permenant 
12/31/2019 $        30,000,000.00    Permenant 
12/31/2019 $        50,000,000.00 $              50,000,000.00  Permenant 
12/31/2019 $        59,717,161.99 $              59,717,161.99  Permenant 
12/31/2020 $      110,000,000.00 $            110,000,000.00 $           110,000,000.00Construction
12/31/2020 $        59,770,000.00 $              59,770,000.00  Construction
12/31/2020 $        38,436,000.00    Construction
12/31/2020 $        30,159,999.64    Construction
12/31/2020 $        47,868,960.00    Construction
12/31/2020 $        83,610,715.00 $              83,610,715.00 $              83,610,715.00Construction
12/31/2020 $      170,000,000.00 $            170,000,000.00 $           170,000,000.00Construction
12/31/2020 $        67,642,465.75 $              67,642,465.75  Construction
12/31/2021 $        68,000,000.00 $              68,000,000.00  Construction
12/31/2021 $        60,000,000.00 $              60,000,000.00  Construction
12/31/2021 $        50,000,000.00 $              50,000,000.00  Construction
12/31/2021 $        40,000,000.00    Construction
12/31/2021 $        40,000,000.00    Secured
12/31/2021 $      100,000,000.00 $            100,000,000.00 $           100,000,000.00Secured
12/31/2021 $      100,000,000.00 $            100,000,000.00 $           100,000,000.00Secured
12/31/2022 $        46,420,433.55    Secured
12/31/2022 $        34,375,904.00    Secured
12/31/2022 $        72,913,309.00 $              72,913,309.00 $              72,913,309.00Permenant 
12/31/2022 $      100,000,000.00 $            100,000,000.00 $           100,000,000.00Permenant 
12/31/2023 $        37,666,666.66    Permenant 
12/31/2023 $        72,636,363.64 $              72,636,363.64 $              72,636,363.64Permenant 
12/31/2023 $        43,333,333.34    Construction
12/31/2023 $        47,500,000.00    Construction
Total  $  1,772,051,312.57 $              72,636,363.64 $        1,844,687,676.21 
Total combined portfolio $        3,689,375,352.42  
2 REPLIES 2
Anonymous
Not applicable

Hi @22LACMT ,

 

If you want to calculate the total which will not be filtered , I suggest you to try ALL() function.

Total combined portfolio =
CALCULATE (
    SUM ( 'Table'[Crossbucket30m] ) + SUM ( 'Table'[Crossbucket50m] )
        + SUM ( 'Table'[Crossbucket70m] ),
    ALL ( 'Table' )
)

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank you that seems like a good approach.  could you tell me how you would write the dax if you only wanted to show the top 2 Portfolio types? 

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