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Hello and thank you in advance for reading this post. I have a matrix that I am creating and I need to divide a row I created in the Matrix with a fixed column of numbers. This is a simple task in Excel, I will give an example:
Event | Count of type | Goal | Maximum points | Percentage of Goal |
Outreach | 50 | 40 | 10 | |
Relationship Building | 19 | 20 | 10 | |
Sponsored Events | 20 | 20 | 5 | |
Sales Finalized | 45 | 40 | 30 |
Here I have different events which I then made a count column to separate the events into their own type. The [Goal] column and [Maximum points] column are fixed values (meaning I chose those numbers to work with), and [Percentage of Goal] which is my desired output.
I want to divide [count of type]/[goal] and have the results go in the [percentage of Goal] column. Lastly, once I get the [percentage of Goal] column, I want to multiply the maximum points as these are my weights and have a new column to represent that as well. I know how to divide/multiply rows in Excel and have the desired columns output in their corresponding rows, but I don't know how to approach this in PowerBI.
Solved! Go to Solution.
Hi @Anonymous
Try this,
Calculated column code:
Percentage of Goal =
VAR _CountOfType =
CALCULATE (
COUNT ( Table1[Type] ),
FILTER ( ALL ( Table1 ), Table1[Event] = Table2[Event] )
)
VAR _Goal = Table2[Goal]
RETURN
DIVIDE ( _CountOfType, _Goal )
Column = Table2[Maximum points]*Table2[Percentage of Goal]
Best Regards,
Community Support Team _Tang
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.
Thank you for reaching out to me, perhaps I didn't explain myself properly.
I created two tables: the first table (table 1) has the information about the events. Let me give you an example of how (table 1) looks. This is a small example of the large dataset I have.
Created By | Event | Type | Date Created | ... |
John Smith | Outreach | prospecting | Jan 1 | ... |
Jane Air | Outreach | prospecting | Jan 3 | ... |
John Smith | Relationship Building | Relations | Jan 14 | ... |
John Smith | Relationship Building | Relations | ... | ... |
Huckleberry Finn | Finalized sales | Engagement | ... | ... |
Most of the data is irrelevant but I'm primarily focused on the event, name of the person, and the type.
When I create the matrix I grouped [type] together as a count so it would show in the matrix I posted above.
Now here is the second table (table 2)
Event | Goal | Maximum points |
Outreach | 40 | 10 |
Relationship Building | 20 | 10 |
Sponsored Events | 20 | 5 |
Sales Finalized | 40 | 30 |
This is a table I created, and I made a relation between them using the [Event] column in both (table 1) and (table 2). In (table 1) there are names of individuals there. I was able put the [goals] and [maximum points] on the matrix as shown in the previous post.
I used a filter to look at each Individuals performance in each event. I want to be able to do the following:
Event | Count of type | Goal | Maximum points | Percentage of Goal |
Outreach | 50 | 40 | 10 | 125% |
Relationship Building | 19 | 20 | 10 | 95% |
Sponsored Events | 20 | 20 | 5 | 100% |
Sales Finalized | 45 | 40 | 30 | 112.50% |
For example John Smith completed 50 outreached for the month of January and the goal he has to meet is 40, this meant he 125% of his goal.
I want to divide [count of type] by [Goal] and have the corresponding solution in a column how its shown in Red.
Hi @Anonymous
Try this,
Calculated column code:
Percentage of Goal =
VAR _CountOfType =
CALCULATE (
COUNT ( Table1[Type] ),
FILTER ( ALL ( Table1 ), Table1[Event] = Table2[Event] )
)
VAR _Goal = Table2[Goal]
RETURN
DIVIDE ( _CountOfType, _Goal )
Column = Table2[Maximum points]*Table2[Percentage of Goal]
Best Regards,
Community Support Team _Tang
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.
Thank You! I really appreciate your assistance!
@Anonymous , based on what I got If you have an event available as a dimension. You can create a table using enter data and join it with the event table
How to Enter Data and Edit it: https://youtu.be/5nE7YGT72kU
or create a measure
Switch(Max(table[event]) ,
"Outreach",40 ,
"Relationship Building" ,20 ,
"Sponsored Events" , 20,
"Sales Finalized", 40
)
and use that