Percent of total data while showing restricted data for the visual

Question

Hi,&nbsp; I am trying to use the below data to show all 3 crossbuckets for each data for the Permenant Portfolio.&nbsp; &nbsp;however, I want to show the data as a percent of the Total Combined Portfolios :&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 3,689,375,352.42&nbsp;and not the restricted total of just the permant portfolio data that I want to show.&nbsp; &nbsp;&nbsp;* how do I use the total of all the data (Total Combined Portfolios) for the percentages and not the filtered data that I want to show?&nbsp;&nbsp;Sample data:&nbsp;DateCrossbucket30mCrossbucket50mCrossbucket70mPortfolioType12/31/2019&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 32,000,000.00&nbsp;&nbsp;&nbsp;&nbsp;Construction12/31/2019&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 35,000,000.00&nbsp;&nbsp;&nbsp;&nbsp;Permenant&nbsp;12/31/2019&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 45,000,000.00&nbsp;&nbsp;&nbsp;&nbsp;Permenant&nbsp;12/31/2019&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 30,000,000.00&nbsp;&nbsp;&nbsp;&nbsp;Permenant&nbsp;12/31/2019&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 50,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 50,000,000.00&nbsp;&nbsp;Permenant&nbsp;12/31/2019&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 59,717,161.99&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 59,717,161.99&nbsp;&nbsp;Permenant&nbsp;12/31/2020&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 110,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 110,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 110,000,000.00Construction12/31/2020&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 59,770,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 59,770,000.00&nbsp;&nbsp;Construction12/31/2020&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 38,436,000.00&nbsp;&nbsp;&nbsp;&nbsp;Construction12/31/2020&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 30,159,999.64&nbsp;&nbsp;&nbsp;&nbsp;Construction12/31/2020&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 47,868,960.00&nbsp;&nbsp;&nbsp;&nbsp;Construction12/31/2020&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 83,610,715.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 83,610,715.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 83,610,715.00Construction12/31/2020&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 170,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 170,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 170,000,000.00Construction12/31/2020&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 67,642,465.75&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 67,642,465.75&nbsp;&nbsp;Construction12/31/2021&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 68,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 68,000,000.00&nbsp;&nbsp;Construction12/31/2021&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 60,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 60,000,000.00&nbsp;&nbsp;Construction12/31/2021&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 50,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 50,000,000.00&nbsp;&nbsp;Construction12/31/2021&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 40,000,000.00&nbsp;&nbsp;&nbsp;&nbsp;Construction12/31/2021&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 40,000,000.00&nbsp;&nbsp;&nbsp;&nbsp;Secured12/31/2021&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 100,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 100,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 100,000,000.00Secured12/31/2021&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 100,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 100,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 100,000,000.00Secured12/31/2022&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 46,420,433.55&nbsp;&nbsp;&nbsp;&nbsp;Secured12/31/2022&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 34,375,904.00&nbsp;&nbsp;&nbsp;&nbsp;Secured12/31/2022&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 72,913,309.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 72,913,309.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 72,913,309.00Permenant&nbsp;12/31/2022&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 100,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 100,000,000.00&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 100,000,000.00Permenant&nbsp;12/31/2023&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 37,666,666.66&nbsp;&nbsp;&nbsp;&nbsp;Permenant&nbsp;12/31/2023&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 72,636,363.64&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 72,636,363.64&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 72,636,363.64Permenant&nbsp;12/31/2023&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 43,333,333.34&nbsp;&nbsp;&nbsp;&nbsp;Construction12/31/2023&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 47,500,000.00&nbsp;&nbsp;&nbsp;&nbsp;ConstructionTotal&nbsp;&nbsp;$&nbsp; 1,772,051,312.57&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 72,636,363.64&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1,844,687,676.21&nbsp;Total combined portfolio&nbsp;$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 3,689,375,352.42&nbsp;&nbsp;

anonymous · Answer

Hi&nbsp;22LACMT&nbsp;，
&nbsp;
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' )
)
&nbsp;
Best Regards,Rico Zhou
&nbsp;
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

22lacmt · Answer

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

Forum Discussion

Percent of total data while showing restricted data for the visual

2 Replies

Date	Crossbucket30m	Crossbucket50m	Crossbucket70m	PortfolioType
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	$ 110,000,000.00	Construction
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	$ 83,610,715.00	Construction
12/31/2020	$ 170,000,000.00	$ 170,000,000.00	$ 170,000,000.00	Construction
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	$ 100,000,000.00	Secured
12/31/2021	$ 100,000,000.00	$ 100,000,000.00	$ 100,000,000.00	Secured
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	$ 72,913,309.00	Permenant
12/31/2022	$ 100,000,000.00	$ 100,000,000.00	$ 100,000,000.00	Permenant
12/31/2023	$ 37,666,666.66			Permenant
12/31/2023	$ 72,636,363.64	$ 72,636,363.64	$ 72,636,363.64	Permenant
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