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Help needed for DAX formula to calculate percentage by certain group

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!

1 ACCEPTED SOLUTION
Community Support

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.

Community Support

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.

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