Help with a percentage column

Summarize Amounts Charged and Received:
Group your data by Property, Tenant, and Charge Type.
Sum the Amount Charged and Amount Received for each group.

Calculate the Percentage Received:
For each group, calculate the percentage received using the formula: [ \text{Percentage Received} = \left( \frac{\text{Total Amount Received}}{\text{Total Amount Charged}} \right) \times 100 ]

Create the Matrix:
Use a pivot table to display the summarized data.
Ensure the pivot table shows the Total Amount Charged, Total Amount Received, and the calculated Percentage Received.
Example in Excel
Assuming your data is in an Excel sheet, here’s how you can set it up:

Summarize Data:
Select your data range.
Go to Insert > PivotTable.
Place the PivotTable in a new worksheet.
Set Up the Pivot Table:
Drag Property to Rows.
Drag Tenant to Rows.
Drag Charge Type to Rows.
Drag Amount Charged to Values (set to Sum).
Drag Amount Received to Values (set to Sum).
Calculate Percentage Received:
In the PivotTable, right-click on the Values area and select Value Field Settings.
Choose Show Values As > % of > Amount Charged.
Add a Calculated Field (if needed):
Go to PivotTable Analyze > Fields, Items, & Sets > Calculated Field.
Name the field Percentage Received.
Use the formula: [ = \left( \frac{\text{Amount Received}}{\text{Amount Charged}} \right) \times 100 ]
Add this calculated field to your PivotTable.
Example in Power BI
If you’re using Power BI, you can achieve this with DAX:

Summarize Data:
Create a new table with summarized data:
SummaryTable =
SUMMARIZE(
YourTable,
YourTable[Property],
YourTable[Tenant],
YourTable[ChargeType],
"TotalAmountCharged", SUM(YourTable[AmountCharged]),
"TotalAmountReceived", SUM(YourTable[AmountReceived])
)

Calculate Percentage Received:
Add a calculated column for the percentage:
PercentageReceived =
DIVIDE(
SummaryTable[TotalAmountReceived],
SummaryTable[TotalAmountCharged],
0
) * 100

Create the Matrix:
Use the Matrix visual.
Add Property, Tenant, and ChargeType to Rows.
Add TotalAmountCharged, TotalAmountReceived, and PercentageReceived to Values.

Best Regards
Saud Ansari
If this post helps, please Accept it as a Solution to help other members find it. I appreciate your Kudos!