What is the suggested solution to calculate the sales percentages in the respective quarter?

[GeorgeGokmen]

For the first data of the table, it should be calculated as 5,893,082 / 26,520,122.00 = 22.22% but the measure doesn't bring the QTD (Quarter-To-Date) amount to the denominator.
What is the suggested solution to calculate the sales percentages in the respective quarter? Is there a time-intelligence formula to calculate this? Is this related to the weighted average per category percentage?

[amitchandak]

@GeorgeGokmen , You may have try like

[Orig. Contract Amt QTD]/Calculate([Orig. Contract Amt QTD],ALLEXCEPT(Date[QTR]))

Refer

https://community.powerbi.com/t5/Desktop/Percentage-of-subtotal/td-p/95390

[Ashish_Mathur]

Hi,

Assuming:

1. There is a Calendar Table which has a relationship with the Date column of your Base data; and
2. To your visual, you have dragged Year and Quarter from the Calendar Table; and
3. Orig. Contract Amt is a measure

try this measure

=[Orig. Contract Amt]/Calculate([Orig. Contract Amt],ALL(Data[Column]))

Column is the name of the column which appear under Quarter in the the matrix hierarchy of your visual.

Hope this helps.

[GeorgeGokmen]

@Ashish_Mathur ,  thank you for your solution. Your solution worked for this calculation but now, when there is a different "column"/"category", the percentage is not being calculated by the overall sum amount in the denominator.

For example, the highlighted row has a contract value of 4,20M, and in that respective quarter (2010-Q3), the total amount is 4,51M, thus the D005 percentage should be 4.51M/4.20M = 92.96% to overall percentage. Is there a solution for these new categories? Thank you again. 

 

[Ashish_Mathur]

Hi,

Share the link from where i can download your PBI file.

[GeorgeGokmen]

The PBI file is in this link: this link,  and it's been cleaned up from the other measures and calculations. I couldn't replicate the sample visual from the basic excel spreadsheet in the Power BI. 

[Ashish_Mathur]

Hi,

Everything appears alright to me in the bottom most table of Page 1.

[V-lianl-msft · Accepted solution]

Hi @GeorgeGokmen ,

Try this:

Portfolio2 % =
SUM ( Sheet1[Original Contract Amount] )
    / CALCULATE (
        SUM ( Sheet1[Original Contract Amount] ),
        ALLEXCEPT ( Sheet1, Sheet1[Award Date].[Year], Sheet1[Award Date].[Quarter] )
    )

Best Regards,
Liang
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