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MelissaJPF27
New Member

Combining Categories < 2% when category is date.

Hi, 

 

I am looking to create a graph like the below but combining any values less than 2% into an 'Others' category (in this case, combining 2015, 2019 & 2020 together). 

MelissaJPF27_0-1737626686922.png

 

This is a snippet of my data - it needs to be a unique count as the same reference number may have multiple entries but the date is always the same per ref number. There may be multiple references with the same date. I only need it to be split by year and not day or month. I have 13521 rows and 46 columns in my file currently so this is just a sample but I think covers the key details for what is needed to make this graph - I just need something to combine values for the smaller years so they can be clearly shown on the graph. 

I have tried a few different commands & methods but haven't found a solution yet. 

 

Reference_NumberDate_CreatedSourceStatus
123/10/2019OOpen
123/10/2019OOpen
123/10/2019OOpen
123/10/2019OOpen
123/10/2019OOpen
123/10/2019OOpen
208/09/2020OOpen
323/10/2020OOpen
424/11/2020OOpen
519/02/2021OOpen
519/02/2021OOpen
519/02/2021OOpen
519/02/2021OOpen
620/12/2021OOpen
620/12/2021OOpen
620/12/2021OOpen
620/12/2021OOpen
703/01/2022OOpen
703/01/2022OOpen
703/01/2022OOpen
703/01/2022OOpen
703/01/2022OOpen
821/01/2022OOpen
821/01/2022OOpen
821/01/2022OOpen
821/01/2022OOpen
910/02/2022OOpen
910/02/2022OOpen
910/02/2022OOpen
910/02/2022OOpen
1021/03/2022OOpen
1021/03/2022OOpen
1021/03/2022OOpen
1021/03/2022OOpen
1021/03/2022OOpen
1021/03/2022OOpen
1125/03/2022OOpen
1125/03/2022OOpen
1125/03/2022OOpen
1125/03/2022OOpen
1125/03/2022OOpen
1204/05/2022OOpen
1330/08/2022OOpen
1424/04/2023OOpen
1525/04/2023OOpen
1619/06/2023OOpen
1707/07/2023OOpen
1819/10/2023OOpen
1919/10/2023OOpen
2008/11/2023OOpen

 

Thank you

2 REPLIES 2
bhanu_gautam
Super User
Super User

@MelissaJPF27 , Create a new column for Year 

Year_Created = YEAR([Date_Created])


Use the following DAX formula:

YearPercentage =
VAR TotalCount = COUNTROWS('YourTable')
VAR YearCount = COUNTROWS(VALUES('YourTable'[Reference_Number]))
RETURN DIVIDE(YearCount, TotalCount, 0)

 

Create a new column to categorize years with less than 2% as 'Others:

DAX
YearCategory =
IF(
[YearPercentage] < 0.02,
"Others",
FORMAT([Date_Created], "yyyy")
)




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johnt75
Super User
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