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Arranafc19
Helper IV
Helper IV

Percentage Line Chart using Grouping

I am working on creating a line chart for a report , and I am unsure how to model my current dataset to allow me to plot this as required.

 

Currently my dataset is structured like this

 

 Screen Shot 2019-06-10 at 22.20.06.png

 

Dealer

Sale ID(Unique)

Sale Start (Date item went on sale)

Date Sold(Date item actually sold)

Month sold( Difference in months from sale start and date sold)

 

I need to alter my dataset to show the percentage of items that are sold per month number , while using a slicer to filter the start date and the dealer.

 

Can anyone help me with shaping this dataset ?

2 REPLIES 2
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @Arranafc19 ,

 

Create a calculated table first.

New table = 
FILTER (
    CROSSJOIN (
        ADDCOLUMNS (
            FILTER (
                CALENDAR ( DATE ( 2018, 1, 1 ), DATE ( 2019, 12, 31 ) ),
                DAY ( [Date] ) = 1
            ),
            "Year-Month", FORMAT ( [Date], "MMM YYYY" )
        ),
        Table4
    ),
    (
        YEAR ( [Date] ) > YEAR ( [Sale start] )
            && OR (
                YEAR ( [Date] ) < YEAR ( [Date Sold] ),
                (
                    AND (
                        YEAR ( [Date] ) = YEAR ( [Date Sold] ),
                        MONTH ( [Date] ) <= MONTH ( [Date Sold] )
                    )
                )
            )
            || (
                YEAR ( [Date] ) = YEAR ( [Sale start] )
                    && MONTH ( [Date] ) >= MONTH ( [Sale start] )
                    && OR (
                        YEAR ( [Date] ) < YEAR ( [Date Sold] ),
                        (
                            AND (
                                YEAR ( [Date] ) = YEAR ( [Date Sold] ),
                                MONTH ( [Date] ) <= MONTH ( [Date Sold] )
                            )
                        )
                    )
            )
    )
)

1.PNG

 

Add below measure and corresponding fields from 'New table' into line chart.

percentage =
DIVIDE (
    COUNT ( 'New table'[Sale Id] ),
    CALCULATE (
        DISTINCTCOUNT ( 'New table'[Sale Id] ),
        ALLSELECTED ( 'New table' )
    )
)

2.PNG

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

hi @v-yulgu-msft 

 

thank you for the below explanation , however it is not quite what I was looking for.

 

I need to be able to group the month sold column and get a percentage of total sales per month. Not all records have a date sold so the idea is to get a percetnage per month of how many actually sold.

 

The idea for this graph is that I can use the slicer to filter the sale start date, and then my chart would give me a percentage per month sold , from month 1 upwards

 

Hope this makes sense

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