Adding % Allocation details to PS

nirajks

I had a email discussion with Vidas on how to add % allocation to PS. Adding his email response below for the reference of wider community.

How to add the weightage (% Allocation) of individual stocks wrt to your portfolio, you can a new formula as below.
Click on powerpivot menu option
Click on 'calculated fields'
Click on 'new calculated fields'
Select table as 'Report'
Add formulas from the text below
=DIVIDE(Report[Total Value],CALCULATE(Report[Total Value],All(Symbol))) OR
=DIVIDE(Report[Total Value],CALCULATE(Report[Total Value],All(Symbol), All(Account)))
Click on 'check formula' /* Just to verify that the copy paste activity is correct :-) */

Explanation for the formula
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=DIVIDE(Report[Total Value],CALCULATE(Report[Total Value],All(Symbol)))

WIth this formula just Symbols would be compared to "Total Symbols" value. If you would add filter for Account, you would have % inside of that account and total sum would be 100%.
If you want that to always ignore other filters, then you have to list these tables with All clause, like this:

=DIVIDE(Report[Total Value],CALCULATE(Report[Total Value],All(Symbol), All(Account)))

Regards,
Niraj.