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dkdirenzo
Helper I
Helper I

How to calculate percent of subtotal in Matrix

Hi, I'm trying to create a DAX Measure or column to calculate a percent of subtotal by category on the left. For example, the total percent should be 100% for each category, and the % by asset class should be a percent of the subtotal, not the grand total. I've tried sumx, allselected, etc. but having trouble getting to what i need.

dkdirenzo_0-1756309553981.png

 

1 ACCEPTED SOLUTION
Shahid12523
Memorable Member
Memorable Member

[% of Category Subtotal] =
DIVIDE(
[Total Holdings],
CALCULATE(
[Total Holdings],
REMOVEFILTERS('YourTable'[Asset Class])
)
)

 

This gives you percent of subtotal by category—each category totals to 100%, not the grand total. Clean and dynamic.

Shahed Shaikh

View solution in original post

1 REPLY 1
Shahid12523
Memorable Member
Memorable Member

[% of Category Subtotal] =
DIVIDE(
[Total Holdings],
CALCULATE(
[Total Holdings],
REMOVEFILTERS('YourTable'[Asset Class])
)
)

 

This gives you percent of subtotal by category—each category totals to 100%, not the grand total. Clean and dynamic.

Shahed Shaikh

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