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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.

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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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