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user900
Helper II
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:

MonthComplete Total%
Jan016000%
Feb600270022.22%
Mar400300013.33%

Any suggestions?

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

1 ACCEPTED SOLUTION
amitchandak
Super User
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

View solution in original post

3 REPLIES 3
Ashish_Mathur
Super User
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
https://www.linkedin.com/in/excelenthusiasts/
v-xinruzhu-msft
Community Support
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

vxinruzhumsft_0-1712628582080.png

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

vxinruzhumsft_1-1712628722451.png

 

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.

 

amitchandak
Super User
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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