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vviera
New Member

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!

 

Here is a matrix table to show more details:

vviera_0-1684777926440.png

 

1 ACCEPTED SOLUTION
v-zhangti
Community Support
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 )

 

vzhangti_0-1684896282694.png

vzhangti_1-1684896303216.png

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.

 

View solution in original post

1 REPLY 1
v-zhangti
Community Support
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 )

 

vzhangti_0-1684896282694.png

vzhangti_1-1684896303216.png

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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