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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:
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 |
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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