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I am working with grouping previous year customer sales into small, medium, and large buckets. A Customer size table has been created for the grouping:
With a page filter for small, medium, and large sales can be displayed for the selected size.
The dax formula to calculate sales is:
Solved! Go to Solution.
Hi @m_wex
You can perform a flexible % analysis using Dax, and there are many ways to produce your required output and one of them is as follows. (I've created a dummy sales data in order to demonstrate in this example).
Assuming that your Sold-To-Party information is not repetitive (i.e., unique), you can create a calculated column to pre-calculate classification into sales size groupings for each sold-to-party.
Then create a relationship between your size dimension table and your fact table with the sales figures and sales size grouping for each sold-to-party.
Then, create an intermediary measure like below which ignores filter of the size dimention by using all(Size) table, and divide the sales measure with this one to get the % of each size grouping over the total sales amounts.
You can do the similar calculation in many different ways, but the above one is breaking down the steps for simplicity purposes.
I attach an example pbix file, too.
Best regards,
Hi @m_wex
You can perform a flexible % analysis using Dax, and there are many ways to produce your required output and one of them is as follows. (I've created a dummy sales data in order to demonstrate in this example).
Assuming that your Sold-To-Party information is not repetitive (i.e., unique), you can create a calculated column to pre-calculate classification into sales size groupings for each sold-to-party.
Then create a relationship between your size dimension table and your fact table with the sales figures and sales size grouping for each sold-to-party.
Then, create an intermediary measure like below which ignores filter of the size dimention by using all(Size) table, and divide the sales measure with this one to get the % of each size grouping over the total sales amounts.
You can do the similar calculation in many different ways, but the above one is breaking down the steps for simplicity purposes.
I attach an example pbix file, too.
Best regards,
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