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MStP
Helper I
Helper I

How to Calculate a Running Percentage Based on a Percentage Measure

Hi, I'm a new user and none of the several related posts/solutions are applicable to my issue, or I'm not doing something correctly. 

 

I have a series of measures:

1.) First measure calculates the number of POs for each vendor.

2.) Second measure calculates the total spend for those POs for each vendor.

3.) Third measure calculates the percentage of the total spend by vendor based on the total spend for all vendors.

4.) The fourth measure I want to create is a cumulative percentage of the percentages in the third measure.

 

MStP_0-1636602518331.png

The solutions I have looked at involve the calculate/filter/all/max functions that invariably return a value of 1 or 100%, no matter which field I use as a filter (such as vendor).

 

It seems like a simple thing to add the percentages row by row until the final value is 100%. Am I experiencing issues because I'm cascading measures?

Thank you for any information you can provide. 

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

Please check the below picture and the attached pbix file.

All measures are in the attached pbix file.

 

Picture1.png

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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4 REPLIES 4
MStP
Helper I
Helper I

Hi Jihwan Kim,

 

Thank you for your reply! This worked for me and I am very appreciative of your solution. It turns out that I had to apply the DAX formulas provided by you for all of the relevant measures instead of the formulas I was using to feed into the Running Percentage: measure.

I don't completely understand the syntax of the formulas. I hope to learn this as it's not enough for my learning experience to just copy/paste, but this solves my issue!

 

MStP_3-1636666322565.png

 Best,

Michael

 

 

Jihwan_Kim
Super User
Super User

Hi,

Please check the below picture and the attached pbix file.

All measures are in the attached pbix file.

 

Picture1.png

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


Hello Jihwan Kim,

 

I'm experiencing a new issue when I try to filter the values by a plant/date. The running percentage does not change - it keeps calculating based on the pre-filter total.

 

No filter - values are correct:

 
 
 

MStP_3-1637268328311.png

Filtered by plant/date - running % still calculating pre-filter:

MStP_4-1637268415302.png

Thank you for any additional help you can provide!

 

Best,

Michael

 

cmsouth
Frequent Visitor

I took an even easier approach.  Right click on the field you want to create the running total on and choose "New quick measure" .  Under totals, there's a couple running total options -- this added a couple filters that I would not have thought of (Allselected and Isonorafter) .  Cheers

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