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ConnieMaldonado's avatar
ConnieMaldonado
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5 years ago
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Calculate Percentage using SUM based on EE ID and Week Ending Date

Hello - I think this is a fairly easy thing, but I can't figure it out.  I'm trying to calculate work order mix percentages for Install work orders, Service work orders, and Upgrade work orders BY TECH (EE Number) and BY WEEK ENDING date.  I have the number of install, service, and upgrade work orders on the record, and I created a column to calculate the total.  The issue is if I calcualte the percentage using a divide, the percentage gets summed.  I need to create a measure to group by tech and week ending date, but I'm not sure how to do it.  I want to display the resulys by Tech and Week Ending Date.

 

SERVICE MIX INSTALL % = DIVIDE(RevenueByTech[INSTALL], RevenueByTech[SERVICE MIX Total])
 
Any help would be appreciated!!

 

RDO NameSite ManagerLocationLOBTech NameEE NumberHire DateTerm DateStatusWeek EndingAverage Weekly RevenueINSTALLSERVICEUPGRADESERVICE MIX Total
RDO 1SM 1LOC 1LOB 1John Smith1234568/31/15 Active10/23/20$5,0001419740
RDO 1SM 1LOC 1LOB 1John Smith1234568/31/15 Active10/23/20$4,0001314835
RDO 1SM 1LOC 1LOB 1John Smith1234568/31/15 Active10/30/20$2,0001619439
RDO 1SM 1LOC 1LOB 1John Smith1234568/31/15 Active10/30/20$3,5001720643
RDO 1SM 1LOC 1LOB 1John Smith1234568/31/15 Active11/6/20$3,0002012537
RDO 1SM 1LOC 1LOB 1John Smith1234568/31/15 Active11/6/20$4,0001520338
  • I believe I have this working.  I used the following:

     

    SVCMIX Install % =
    DIVIDE (
                CALCULATE(SUM(RevenueByTech[INSTALL])) ,
                CALCULATE(SUM(RevenueByTech[SVCMIX Total]))
    )

1 Reply

  • ConnieMaldonado's avatar
    ConnieMaldonado
    Icon for Responsive Resident rankResponsive Resident

    I believe I have this working.  I used the following:

     

    SVCMIX Install % =
    DIVIDE (
                CALCULATE(SUM(RevenueByTech[INSTALL])) ,
                CALCULATE(SUM(RevenueByTech[SVCMIX Total]))
    )