Forum Discussion

SabineOussi's avatar
SabineOussi
Skilled Sharer
10 years ago
Solved

Monthly Percentage

Hello,

 

Following this thread
http://community.powerbi.com/t5/Desktop/Monthly-Comparison/m-p/22548
Now I want to add the percentage each value constitutes of the whole month.

 

I created a simlpe column Percentage = MonthlyValue/SUM(MonthlyValue) but when putting it in my visual (matrix), it calculates the portion of the value over all values providede in all months and not only the month in question.

 

How can I replicate the attached screenshot in Power BI?

 

Thank you.

  • The difference is, that my [MonthlyValue] is e measure, and yours is the column name without aggregation. Put a SUM() around your "Table13[Monthly Value]" --> SUM( Table13[Monthly Value] ).

     

    The complete formula look like this:

     

    =SUM( Table13[Monthly Value] ) / 

    CALCULATE(

       SUM( Table13[Monthly Value] ),

       ALL(Tabelle13[Column1])

    )

     

    Does it work now? Is column1 the column with the customer?! Never use Columns without an aggregator (eg. SUM())!

     

    Regards,

    Lars

9 Replies

  • LarsSchreiber's avatar
    LarsSchreiber
    Responsive Resident

    Hi SabineOussi,

     

    try the following formula for the percentages:

     

    Pct = [MonthlyValue] /

              CALCULATE(

                 [MonthlyValue];

                 ALL(Tabelle1[Customer])

              )

     

    Regards,

    Lars

      • LarsSchreiber's avatar
        LarsSchreiber
        Responsive Resident

        Hi SabineOussi,

         

        did you use your Table-Names and Column Names???... In my case the table name is "Tabelle1"... The formula worked fine in my model.

         

        The main point is the ALL()-function within the CALCULATE().

         

        Regards,

        Lars

  • Thank you for the follow up LarsSchreiber!
    It still did not work as a column even when adding SUM() but it worked as a measure. These two types still get me very confused.

    Merci Anonymous

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi SabineOussi,

       

         the difference between calculated columns and measures is :

       

      • A Calculated Column runs the calculation on each individual row.  The calculation happens BEFORE aggregating.
      • A Calculated Measure runs the calculation on a collection of rows.  Calculations happen AFTER aggregating.

       

      If you need more information this is the source.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hello,

       

      I'm sorry my previous post was incomplete, I've updated it now :)

      You're Welcome SabineOussi and sorry for the delay

      Sebastien