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Rupe
New Member
Partially syndicated - Outbound

Percentage Calculation

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

 

BI Percentage snip.PNG

 

1 ACCEPTED SOLUTION

Syndicated - Outbound

Hi @Rupe ,

 

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)

vtangjiemsft_0-1700733898399.png

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. 

View solution in original post

4 REPLIES 4
Rupe
New Member

Syndicated - Outbound

Thanks will give that one a shot.

Rupe
New Member

Syndicated - Outbound

Hi @v-tangjie-msft  - 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!
BI Percentage snip 2.PNG
 
 
 

Syndicated - Outbound

Hi @Rupe ,

 

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)

vtangjiemsft_0-1700733898399.png

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. 

v-tangjie-msft
Community Support
Community Support

Syndicated - Outbound

Hi @Rupe ,

 

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

(1) This is my test data. 

vtangjiemsft_0-1700729600844.png

(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.

vtangjiemsft_1-1700729703293.png

 

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. 

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