Creating Measure on pivot table to get the % for profit / Loss

SioSho

New Member
Joined
Feb 8, 2022
Messages
7
Office Version
  1. 365
  2. 2021
Platform
  1. Windows
Hi all!

So I'm in a bit of a pickle and its been driving me a little nuts today, Basically I have 3 columns on my pivot table (created the table from Power Pivot / data model / power pivot - not using a table on the actual sheet)
1644397482334.png

what I want to know is the % "Profit" even if it is negative (e.g - xxx% if its a loss) I can do this is normal cells using normal formula, but cant for the life of me translate it to DAX to use as a custom measure (Fx) I also have a Measure for the £ amount of "profit",
1644397592384.png

(to get the profit in £ all i needed to do was SUM('Harvest EXPENSE'[NEG Expense Amount])+SUM('Harvest TIME'[NEG Total Time Cost])+SUM('PR BK INCOME'[Credit]) )

Is there anyway to get this %? (-% for loss +% for profit, so for example if the expenses were a total 100, the income 200, the profit would be 100 which is 50% of 200, therefore the result id want, Id want it to say 50%, If the expenses totalled 100 and the income was 50, there'd be a loss of 50, so -50% would be the result id like to see.

Help Appreciated! (sorry again if this is something super simple I am new :) )
 

Excel Facts

What is =ROMAN(40) in Excel?
The Roman numeral for 40 is XL. Bill "MrExcel" Jelen's 40th book was called MrExcel XL.
For normal fields, you are able to change them tho show the values as something else. That doesn't seem to be available for measures. However, we can create a measure to calculate exactly that.

Calculate the P/L, and then divide that by the max of the expense or income, whichever is greater.
Code:
=(sum(Table6[income])-sum(Table6[software])-sum(Table6[time])) /
MAX(SUM(Table6[income]),SUM(Table6[software])+SUM(Table6[time]))
 
Upvote 0
Solution
For normal fields, you are able to change them tho show the values as something else. That doesn't seem to be available for measures. However, we can create a measure to calculate exactly that.

Calculate the P/L, and then divide that by the max of the expense or income, whichever is greater.
Code:
=(sum(Table6[income])-sum(Table6[software])-sum(Table6[time])) /
MAX(SUM(Table6[income]),SUM(Table6[software])+SUM(Table6[time]))
Thank you So so SOOO Much Severynm!
Its all working I never thought about Using MAX! Ill make sure to read into these functions more,

1644987369215.png


Sio
 
Upvote 0

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