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Boycie92
Resolver I
Resolver I

Hierarchal Percentages

Hi,

I am hoping someone can help.

I have a matrix table with Year, Term and Building as a hierarchy in the rows section and the following calculation in my values section:

 

% Visits Region 1 =

Divide(

    [Total Visits Region 1],

       [Region 1 Target] / 1

 

) + 0

 

Referenced Calculations:

Total Visits Region 1 = CALCULATE(COUNTROWS('Data'), 'Data' [Region] = "Region 1")

Region 1 Target = CALCULATE(COUNTROWS('Lookup'),'Lookup'[Region] = "Region 1" )

 

To explain the business logic:

 

All buildings in a Region must be visited once per Term.

Region 1 has 6 buildings and there have been 5 visits, so one building has not yet been visited.

I want my matrix table at the building level to say 100% if there has been a visit and 0% if there has not been.

However, I also want my total row to display the overall % so 5/6*100 = 83.33% instead of 100%.

 

Boycie92_0-1623075007044.png

 

 

How can I achieve this?

 

To explain the model:

The Data table is connected to the Lookup table using a one-to-many relationship (using the Building fields and set at single)

A Date table (Year, Term and Date) is connected to the Data table using a one-to-many relationship ( using the date fields and is set at both)

 

Thanks,

Boycie92

1 ACCEPTED SOLUTION
v-yangliu-msft
Community Support
Community Support

Hi  @Boycie92 ,

I created some data:

v-yangliu-msft_0-1623287765357.png

Here are the steps you can follow:

1. Create measure.

Measure =
var _1=CALCULATE(COUNTROWS('Table'),FILTER(ALL('Table'),'Table'[Region]="1"))
var _2=CALCULATE(COUNTROWS('Table'),FILTER(ALL('Table'),'Table'[Region]="1"&&'Table'[status]="Yes"))
var _value=IF(MAX('Table'[status])="Yes",1,0)
return
IF(ISINSCOPE('Table'[TErm4]),_value,
DIVIDE(_2,_1))

2. Open the matrix, put [Year], [Region], [Term4] into Rows, and put [Measure] into Values.

3. Result:

v-yangliu-msft_1-1623287765358.png

 

Best Regards,

Liu Yang

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

View solution in original post

2 REPLIES 2
v-yangliu-msft
Community Support
Community Support

Hi  @Boycie92 ,

I created some data:

v-yangliu-msft_0-1623287765357.png

Here are the steps you can follow:

1. Create measure.

Measure =
var _1=CALCULATE(COUNTROWS('Table'),FILTER(ALL('Table'),'Table'[Region]="1"))
var _2=CALCULATE(COUNTROWS('Table'),FILTER(ALL('Table'),'Table'[Region]="1"&&'Table'[status]="Yes"))
var _value=IF(MAX('Table'[status])="Yes",1,0)
return
IF(ISINSCOPE('Table'[TErm4]),_value,
DIVIDE(_2,_1))

2. Open the matrix, put [Year], [Region], [Term4] into Rows, and put [Measure] into Values.

3. Result:

v-yangliu-msft_1-1623287765358.png

 

Best Regards,

Liu Yang

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

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