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I have created a custom income statement and everything is working fine except for the three calculations that are percentages instead of dollars. The measure is formatted as percentage, but it's showing as dollars still. When I try adding a Format ([Bal_GrossMargin],"0.0%"), statement, the visual stops displaying any data and says "Couldn't load the data for this visual."
Please see image of the measure and below that the overall measure for all of the lines.
(I currently am multiplying by 100 to at least get the percentage to show something)
Ok, I tried that: see results.
It looks like once I change a single format to %, it fails.
using FORMAT converts the value to text. You would need to apply FORMAT to all your SWITCH choices.
When I do this format shown below, it works fine. But the red highlighted boxes should be formatted "0.0%" and when I do that, it causes the visual to stop displaying.
looks like your locale needs this to be "0,0%" ?
I changed the three margin formats from "0.0%" to "0,0%" and the visual is still not loading.
See below
I would consider using the dynamic measure formatting (you may have to enable this as it may still be a preview feature) or to collect the value first and the depending on the selected measure format it as currency or percentage.
I have some more information. I have five columns on my visual. Line item description, current month of the Financial Value, prior month of the Financial Value, the variance between the two and the percentage change. When I exclude the percentage change column, the formatting of the margins works ok. But there seems to be a conflict when I add the last column of % changes.
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I decided to create a column that takes the values as a % of revenue to calculate the margins instead of trying to add them to the same column. It's working just fine this way, so I'm just going with this. I appreciate your help thus far.
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