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Fund Goal by Fund Category

Nicole Barry

Hello~ New to Power BI and having a brain freeze.

I have a query, where I pull the following information:
FUND ID
Fund Desc
Fund Overall Goal
Fund is Restricted
Fund is Inactive
Fund Category

When I use this output into Power BI, the “Fund Overall Goal” is automatically summarized for the yearly total for the org. So that's good in one case…

However, each Fund Category is made up of various funds each with their own numerical goal.

Is there a way I can tell Power BI to provide me with the Sum Fund Goal based off Fund Category?

Excuse my attempt to format below.

For example:

Fund IDS: ABC DEF GHI are in the Fund Category of Alphabetic
Each FUND ID has it's own goal with the overall Category Goal being $2000

ABC Fund goal is $1000

DEF Fund goal is $500

GHI Fund Goal is $500

Fund IDS: 123 456 789 are in the Fund Category of Numerics and has it's own goal with the overall Category Goal being $5000

123 Fund Goal is $1000

456 Fund Goal is $2000

789 Fund Goal is $2000

I need to portray:
Fund Category Total Amount Raised Goal To Goal
Alphabetic $1000 $2000 50%
Numeric $500 $5000 10%

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Comments

Alex Wong

@Nicole Barry
As long as you have the data for it, this should be pretty easy.

you just need to put fund category on a table (or matrix) and the fund overall goal, if you just have these 2 columns as values, it will sum up all the fund with the same fund category and give you the goal of all funds within the category.

As for the actual, you will need to have a gift table that has the split of fund with the split amount. you can create a relation between the fund id on the fund table to the fund id on the gift table, then add the split amount into the table visualization and it should sum up nicely

the percentage you need to create a measure, which you can easily do with a “quick measure” and select from a list.

Nicole Barry

@Alex Wong

Thank you for your reply. The issue I'm encountering is when I add Fund Goal, Power BI has this field already set up as a SUM; so when I add it, for each category the result is the overall goal of all fund goals added up.

So for my example above, it would state Alphabetic 7000 / Numeric 7000 when they are in fact different goals.

I don't know how to tell Power BI to not summarize the Fund Goal field

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Nicole Barry

@Alex Wong
nevermind this morning it worked correctly – thank you for your assistance, I may reach out about measures, I'm new to this and trying to convey what I think people want…

Alex Wong

@Nicole Barry
Great, have fun with it and various visualization Power BI has to offer. (you can add other visualization if you want to Power BI, I like this one a lot and you may find it good for this BI you trying to do as well.

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Heather McLean

@Nicole Barry - Would you like to review this problem and solution tomorrow during Power BI user group?

Nicole Barry

@Heather McLean I've not heard of these groups, can you send me more information.

It's very wonky sometimes it works, some times it gives me the overall FUND TOTAL for all funds combined… I'd love to hear more about it from other users.

Heather McLean

@Nicole Barry -

That's exactly what we do at user group:

Nicole Barry

@Heather McLean
Thank you - I have a conflict tomorrow but will join when I can! This is awesome and have forwarded it to my team! Thank you so much

Heather McLean

@Nicole Barry - Did you get this working for you? Can you share at the upcoming user group?

Nicole Barry

@Heather McLean its still finicky works sometimes other times i have to rebuild the table