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Robfen1's avatar
Robfen1
Frequent Visitor
7 years ago

% of Sales Calculation

Hello! My first post - New to Dax, apologies if this has been answered many times before. I have a table of General Ledger data and account detail level by date. It has summary/parent tags which are driving my Matrix table in Power BI. I want to calculate % of Sales column for each month of the report. 

 

EG sum of sales products totals to 100% (total sales)

 

Cogs items totals to say 50%

 

Commission would be 10%

 

There are total of two tables which drive my Matrix report.  There is grouping relationship by account which allows me to compress the account list - this works fine.

 

I have a total sales measure but this does not account for any time period

 

Amount for Income =
CALCULATE(SUM('qryP&L'[Amount]), 'qryP&L'[Account Type] IN { "Income" })

 

happy for any guidance:)

 

Thanks!

 

5 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hello,

     

    Is pretty easy to make this, but can you spare a small section of your table, that way we can deliver the exactly measure need to be used.

    Try not to send a picture, to make easy to answer.

    • Robfen1's avatar
      Robfen1
      Frequent Visitor
      Transaction table: Account Type Account Class Name Date Currency Amount Foreign Amount Geography Income SPECTRUM SALES ATS SALES:Alberta Richelieu Building Specialties 6/01/18 CAD 6750 6750 Alberta Group Table Account Type Account Grouping Cost of Goods Sold COGS-ATS Assembly Cost of Sales Cost of Goods Sold COGS-Franke Canada Cost of Sales From Pivot Table/Similar to the Matrix Report Constructed in PBI 2018 Qtr2 Row Labels Jun Income 1,760,060 100% Cost of Goods Sold (854,823) 50% Expense (248,510) 10% Expanded by components Income 1,760,060 ABC 551,220 DEF 550,310 HIJ 165,832 XYZ 66,776 ....
    • Robfen1's avatar
      Robfen1
      Frequent Visitor

      I don't see how to add clearer content...

      Any advice?


      Anonymous wrote:

      Hello,

       

      Is pretty easy to make this, but can you spare a small section of your table, that way we can deliver the exactly measure need to be used.

      Try not to send a picture, to make easy to answer.


       

      • Anonymous's avatar
        Anonymous
        Not applicable

        Normally I copy from a Excel sheet and paste where.