Percentage Calculation

[Anonymous]

Hi - I tried to search but could not find the exact answer for this simple one - this is a matrix report filtered just to show 2023 deals by lead source.

I'd like to add a coulmn that shows the % that each lead source makes up of the total leads.

Is this snip enough for folks to go on?! Thanks

[Anonymous]

Thanks will give that one a shot.

[Anonymous]

Hi @Anonymous  - thanks for the reply.  So the formula runs, but not sure its giving the correct result?

I pointed the DAX to the Opportunity table where the records sit:

Lead Source % of Total =

var _a=SELECTEDVALUE('Opportunity'[LeadSource (groups)])

var tmp=FILTER(ALL('Opportunity'),[LeadSource (groups)]=_a)

var _ctn=COUNTROWS(tmp)

var _b=COUNTROWS(ALL('Opportunity'))

return

IF(HASONEVALUE('Opportunity'[2023 Type]),BLANK(),

IF(HASONEVALUE('Opportunity'[LeadSource (groups)]),DIVIDE(_ctn,_b),1))

But the %'s don't quite look right? Also I'd like to remove the 2 total columns marked with an X and just leave the one marked with a tick.

I've also included a view of the matrix with the Columns removed to show the % (if useful?) plus have filtered our one row that had (Blank) as a row heading (and no values)

Thanks!

[Anonymous · Accepted solution]

Hi @Anonymous ,

Create a new measure.

count of id = 
var _a=SELECTEDVALUE('Table'[LeadSource(groups)])
var tmp=FILTER(ALL('Table'),[LeadSource(groups)]=_a)
var _ctn=COUNTROWS(tmp)
var _b=COUNTROWS(ALL('Table'))
return IF(HASONEVALUE('Table'[LeadSource(groups)]),_ctn,_b)

Best Regards,

Neeko Tang

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

[Anonymous]

Hi @Anonymous ,

According to your description, here are my steps you can follow as a solution.

(1) This is my test data. 

(2) We can create a measure. 

% of Total = 
var _a=SELECTEDVALUE('Table'[LeadSource(groups)])
var tmp=FILTER(ALL('Table'),[LeadSource(groups)]=_a)
var _ctn=COUNTROWS(tmp)
var _b=COUNTROWS(ALL('Table'))
return
IF(HASONEVALUE('Table'[2023Type]),BLANK(),
IF(HASONEVALUE('Table'[LeadSource(groups)]),DIVIDE(_ctn,_b),1))

(3) Then the result is as follows.

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

Best Regards,

Neeko Tang

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