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Helper II

## Create Summy Table

I have a large data set with Date and Status. Status includes Assigned, In Progress and Complete.  I want to create a dynamic summary of the count of Complete and Total by Month.  The total will be the count of all statuses.  Then I can calculate the percentage of how much progress is made in each specific month (Complete divided by Total).

Desired Result of Summary table:

 Month Complete Total % Jan 0 1600 0% Feb 600 2700 22.22% Mar 400 3000 13.33%

Any suggestions?

P.S. I'm not an advanced user.

1 ACCEPTED SOLUTION
Super User

@user900 , for the First three columns use Group by of Power Query, and for % create a measure in DAX

Divide(Sum(Table[Complete]), Sum(Table[Total])  )

https://learn.microsoft.com/en-us/power-query/group-by

3 REPLIES 3
Super User

Hi,

Try this approach

1. Create a Calendar Table with calculated column formulas for Year, Month name and Month number.  Sort the Month name column by the Month number column
2. Create a relationship (Many to One and Single) from the Date column of your Data Table to the Date column of the Calendar Table
3. To your Table visual, drag Year and Month name from the Calendar Table
4. Write these measures

Total = countrows(Data)

Complete = calculate([Total],Data[Status]="Complete")

Complete (%) = divide([Complete],[Total])

Hope this helps.

Regards,
Ashish Mathur
http://www.ashishmathur.com
Community Support

Hi @user900

Thanks for the solution @amitchandak  provided and I want to offer some more information for you to refer to.

Sample data

Create the following measures

``````Complete =
VAR a =
CALCULATE ( COUNTROWS ( 'Table' ), 'Table'[Status] = "Complete" )
RETURN
IF ( a > 0, a, IF ( [Total] > 0, 0 ) )
``````
``Total = COUNTA('Table'[Status])``
``% = DIVIDE([Complete],[Total])``

Then put the measures to a table visual.

Output

Best Regards!

Yolo Zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Super User

@user900 , for the First three columns use Group by of Power Query, and for % create a measure in DAX

Divide(Sum(Table[Complete]), Sum(Table[Total])  )

https://learn.microsoft.com/en-us/power-query/group-by

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