KPI - Percentage Deals Made by Three Individuals

[Anonymous]

Hi,

I have 2 fields named Total Deals and Deal Owner, whereby total deals shows the deals made by an individual each month (using Closing Date as the time measure) and Deal Owner is the names of individuals. 

I need to find the percentage of total deals made by 3 individuals (Initials BC, CB and CM) as a percentage of all deals made. I.e. In May, the three individuals made 6 deals and there were 24 deals in total, so I would need '25%' to show in the KPI if i was looking at May.

If this helps:

I have used the DAX:

Deals Contribution p.c.m = DIVIDE([Total Deals], CALCULATE([Total Deals], ALL(Query1[Deal Owner])))

To get the percentage of each individual of deals made per month, but I now need the sum of the three im looking at within the KPI 

I need this as a percentage for previous calender month and YTD, please help! Thanks

[Aditya_Meshram]

Hi @Anonymous ,

for previous month calculation you can use

Previous Month Deals Contribution p.c.m  = 
CALCULATE([Deals Contribution p.c.m],
PREVIOUSMONTH('Calendar'[Date])
)

For YTD Calculation you can use 

YTD Deals Contribution p.c.m =
TOTALYTD([Deals Contribution p.c.m],
'Calendar'[Date])

Regards,

Aditya

[Anonymous]

Hi, thanks for your help. I managed to get last month by doing

Total Deals by Team of 3=

CALCULATE(

    [Total Deals],

    'Query1'[Deal Owner]

        IN { "BC", "CB", "CM" } )

Then dividing 'Total Deals by Team of 3' by 'Total Deals', and filtered Closing Date for last month.

How do I get YTD up to today? I'm using a live dataset and don't have 'Calendar'(Date), my trend axis is Closing Date. Some deals have Closing Date in the future so I need to filter this out as I cannot use the Relative Date filter as it includes this entire year. Hope this is clear, thank you