topic Re: Help needed for DAX formula to calculate percentage by certain group in DAX Commands and Tips

Help needed for DAX formula to calculate percentage by certain group

vviera — Mon, 22 May 2023 17:57:07 GMT

Hello,

Total newbie here. I'm looking to add a card visual that displays the percentage of certain aging bucket groups and status subcategories. While i have it listed out in the matrix table below, i was hoping to visualize it in a simple card at the top of the report.

I'm specifically looking to just calculate 121-150, 151-180, and >180 aging buckets and only the "Carrier Action Needed, WR Action Needed, and Not Worked" subcategories within those buckets to get a percentage from the grand total of balance due ($35,497,566.55) to show how much impact it overall.

I am so grateful for any assistance!

Here is a matrix table to show more details:

Re: Help needed for DAX formula to calculate percentage by certain group

v-zhangti — Wed, 24 May 2023 02:46:57 GMT

Hi, vviera

You can try the following methods.

Measure = VAR _N1 = CALCULATE ( SUM ( 'Table'[BALANCE DUE] ), ALL ( 'Table' ) ) VAR _N2 = CALCULATE ( SUM ( 'Table'[BALANCE DUE] ), FILTER ( ALLEXCEPT ( 'Table', 'Table'[AGING BUCKET] ), [Type] IN { "Carrier Action Needed", "WR Action Needed", "Not Worked" } ) ) RETURN DIVIDE ( _N2, _N1 )

Is this the result you expect?

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.