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ar-data
Helper II
Helper II

Category percentage and quarter wise percentage for each year

I have data with columns 

1. Year

2. Quarter

3. Category

4. Sub-Category

5. Values

 

Now I want to calculate percentage at each level to the total value at that particular level. For example

1. At quarter it will be Quarter1 Value / Value for all Quarters for that Year

2. At Category it will be Category1 Value / Value for all Categories for that Quarter & Year

3. At Sub-Category it will be Sub-Category1 Value / Value for all Sub-Categories for that Category for that Quarter & Year

I will be using a Clustered Column Chart with Axis as FY->Quarter->Category->Sub-Category drill downs.

I tried All, AllExcept, HasOneValue, IsFiltered and nothing seem to work. Can someone help me with this. Also, should I use different measure at different hierarchy/drilldown level?

1 ACCEPTED SOLUTION
ar-data
Helper II
Helper II

I thought I tried all solutions but I am not sure how I missed the AllSelected filter.

 

The formula that solved the issue was:

% = Sum(Values) / Calculate ( Sum( Values ), AllSelected(DataTable) )

 

View solution in original post

3 REPLIES 3
ar-data
Helper II
Helper II

I thought I tried all solutions but I am not sure how I missed the AllSelected filter.

 

The formula that solved the issue was:

% = Sum(Values) / Calculate ( Sum( Values ), AllSelected(DataTable) )

 

Jihwan_Kim
Super User
Super User

Hi, @ar-data 

Please correct me if I wrongly understand your question.

Please try creating the below measures for your totals. And then, you can apply each to your percentage calculation.

 

1. for your yearly total calculation -> calculate (your measure, ALL(TABLE), VALUES(year column))

2. for your quarterly and yearly total calculation -> calculate (your measure, ALL(Table), VALUES(year column), VALUES(quarter column))
3. for your category, quarterly, yearly total calculation -> calculate (your measure, ALL(Table), VALUES(year column), VALUES(quarter column), VALUES(category column))

 

If it does not work, please let me know and please share some sample pbix file, then I can come up with more accurate measures.

 

Thank you very much.

 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster.

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Hi @Jihwan_Kim , Thanks for the quick response. The problem is I need one measure to calculate the % at all levels as I will be using a clustered chart with drill downs and the % to be dynamically calculated at each level when user drills down.

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