Calculate function on Revenue/expense fields

danhendo888

Board Regular
Joined
Jul 15, 2019
Messages
167
Office Version
  1. 365
Platform
  1. Windows
Append Power Query P05'24 - PQ Test.xlsx
HIJKLMNOPQ
4SumFilteredGrandtotal&ofFilteredGrandCorrect %
5PeriodCountry RERERERE
6P01AUSTRALIA(281,367.56)226,539.96(287,648.55)(287,648.55)97.82%-78.76%27.27%30.44%
7HONG KONG(446,573.35)290,908.66(287,648.55)(287,648.55)155.25%-101.13%43.28%39.10%
8INDIA(259,333.60)200,936.02(287,648.55)(287,648.55)90.16%-69.85%25.14%27.00%
9INDONESIA(44,477.33)25,718.65(287,648.55)(287,648.55)15.46%-8.94%4.31%3.46%
10P01 Total(1,031,751.84)744,103.29(287,648.55)(287,648.55)358.68%-258.68%100.00%100.00%
11
12
13Sum of R and E:(287,648.55)
Start
Cell Formulas
RangeFormula
P6:Q10P6=J6/J$10
J13J13=SUM(J10:K10)


FilteredGrandtotal:=CALCULATE([Sum],ALLSELECTED())
&ofFilteredGrand:=DIVIDE([Sum],[FilteredGrandtotal])

Suppose I have revenue and expense data as below (above is the pivot table from the data model which I've filtered for select countries, for a select month)
And I want to put revenue as a percentage of the filtered revenue total $-1,031,751.84. And expense as a percentage of the filtered expense total $744,103.29

Currently, it is putting revenue as a percentage of the filtered revenue + expense total ($-1,031,751.84 + $744,103.29 = $-287,648.54) and
also putting expense as a percentage of the filtered revenue + expense total ($-1,031,751.84 + $744,103.29 = $-287,648.54)

How would I go about this?

My data looks like this:
R/EAmount
E100
R-10
R-50
E20
E50
 

Excel Facts

Copy formula down without changing references
If you have =SUM(F2:F49) in F50; type Alt+' in F51 to copy =SUM(F2:F49) to F51, leaving the formula in edit mode. Change SUM to COUNT.
Your filtered grand total amount combines both revenue and expense into a single total (and incorrectly uses ALLSELECTED), yet you indicate you want calculations as a percentage of R and E separately. Also, to haven’t indicated if you have a star schema set up; you definitely should do this.


You need to create 2 grand totals, one each for R and E by adding another filter
CALCULATE(sum,ALL(Table[country]),Table[R/E]=“R”)
 
Upvote 1
Solution

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