matrix percentage from another total

[Anonymous]

I want to create a matrix that  shows the percentage of paid invoices from total amount of invoices.

i have invoice-date, paymnt-date, invoice-amount, payment-amount

I have to show how much has been paid in Jan., Feb., Mar...etc from total Jan. invoice amount and so on for each month.

[Anonymous]

Thank you @Anonymous  it worked bu there is a small problem. total column gives wrong total 

[Anonymous]

Hi  @Anonymous ,

This is an error in the Total of the measure, you can use the HASONEVALUE() function to solve it:

Create measure：

30_Sum_Total =
VAR _table =
    SUMMARIZE ( 'Table', 'Table'[Month], "_value",[30] )
RETURN
    IF ( HASONEVALUE ( 'Table'[Month] ),[30], SUMX ( _table, [_value] )
)

60_Sum_Total =
VAR _table =
    SUMMARIZE ( 'Table', 'Table'[Month], "_value", [60] )
RETURN
    IF ( HASONEVALUE ( 'Table'[Month] ),[60], SUMX ( _table, [_value] )
)

90_Sum_Total =
VAR _table =
    SUMMARIZE ( 'Table', 'Table'[Month], "_value", [90] )
RETURN
    IF ( HASONEVALUE ( 'Table'[Month] ),[90], SUMX ( _table, [_value] )
)

Notice:

Don't forget to format each measure as a percentage

Result：

Best Regards,

Liu Yang

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

[Anonymous]

Hi  @Anonymous ,

Whether your measure format is Whole number, you can select [60] measure, click % in Measure tools - to convert it to percentage format

Best Regards,

Liu Yang

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

[Anonymous]

Hello @Anonymous 

Got wrong results in 60 & 90 categories. What is wrong?

[Anonymous · Accepted solution]

Hi  @Anonymous ,

I created some data:

Here are the steps you can follow：

1. Create measure.

30 =
var _30=CALCULATE(SUM('Table'[Payment-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])&&'Table'[Group]=30))
var _all=CALCULATE(SUM('Table'[invoice-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])))
return
DIVIDE(_30,_all)

60 =
var _60=CALCULATE(SUM('Table'[Payment-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])&&'Table'[Group]=60))
var _all=CALCULATE(SUM('Table'[invoice-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])))
return
DIVIDE(_60,_all)

90 =
var _90=CALCULATE(SUM('Table'[Payment-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])&&'Table'[Group]=90))
var _all=CALCULATE(SUM('Table'[invoice-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])))
return
DIVIDE(_90,_all)

30_group =
var _30=CALCULATE(SUM('Table'[Payment-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])&&'Table'[Group]=30))
var _all=CALCULATE(SUM('Table'[Payment-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])))
return
DIVIDE(_30,_all)

60_group =
var _60=CALCULATE(SUM('Table'[Payment-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])&&'Table'[Group]=60))
var _all=CALCULATE(SUM('Table'[Payment-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])))
return
DIVIDE(_60,_all)

90_group =
var _90=CALCULATE(SUM('Table'[Payment-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])&&'Table'[Group]=90))
var _all=CALCULATE(SUM('Table'[Payment-amount]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])))
return
DIVIDE(_90,_all)

Result:

2. Use Enter data to create a slice table.

3. Create the measure again and change the values in the matrix by selecting the slicer.

30_select =
var _select=SELECTEDVALUE(Slice_Table[select])
return
IF(
    _select="Value",[30],[30_group])

60_select =
var _select=SELECTEDVALUE(Slice_Table[select])
return
IF(
    _select="Value",[60],[60_group])

90_select =
var _select=SELECTEDVALUE(Slice_Table[select])
return
IF(
    _select="Value",[90],[90_group])

4. Result:

Use [select] of Slice_Table as a slicer, and form a matrix with [Month], [30_select], [60_select], [90_select] of Table.

When the slicer is selected as Value, the matrix displays:

When the slicer is selected as Total value, the matrix displays:

Best Regards,

Liu Yang

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

[Anonymous]

TThank you @Anonymous It was so beneficial, however, the matrix doesn't show the results. 

What can I do in this case? 

[TheoC]

Hi @Anonymous 

Use the Matrix visual.  Drag "Invoice Number" on to the values. Convert it to Distinct Count using the little down arrow.  Add Months to the Columns of the Matrix Table. Go back to the "Invoice Number" count and then click on the down arrow again, go to "Show Value As" and then select Percent of Grand Total.

Hopefully that helps 🙂

Theo

[Anonymous]

Thank you @TheoC but I'm looking for a matrix that contains invoice date as columns, payment date as rows, and the paid amount as a value but I need to present it as a percentage of invoice amount. if i chose show value as a percentage from grand total it will give paid amount per month from total paid amount. I need to check how many has been paid from the total invoice every single month. for example, I have to present that 60% of invoices has been issued in oct and paid in oct, while 9% of invoices has been issued in oct and paid in nov.. etc. Again I want the percentage to be paid amount/ invoice amount. 

[Anonymous]

I need to show 66% (268554/405769) instead of 268554. If I chose show value as percentage from grand total it gives the result of (268554/329753)