Monthly percentage of annual value
Hello,
I have created a line chart showing the monthly distribution of reported sales. I tried to add a tip tool that shows the percentage of the month's value relative to the annual value.
To do this, I divide the data point with periods - current member by periods - parent. It then calculates a percentage value for me, but I end up with a total of 400% because our data model also includes quarters, so it divides the monthly value by the total value for the quarter. Can anyone help me set the formula correctly?
Thank you
4 replies
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, I do not know if my solution will work with your data source, but for me it looks like a classical contextual calculation.
So, I created a simmilar grid as yours...
...and then via right-click choose "Create measure" ... "Percent of Total"
...et voilà:
Hope this helps!
Micha -
, I forgot one thing: Once you have created this key figure as shown above, a new Business Logic element will be available below your measures - you may need to activate the corresponding view by clicking on the Fx button.
This element will automatically be placed in your Values drop zone which would give you a second column with %Total Sales (cf. the last screenshot from my first answer
). When you move or copy it to the Tooltip drop zone the percentage will be shown when hovering over the Sales value which was your actual requirement! -
Hello
Thank you for your reply. However, when I right-click, only the options “math functions” and “hierarchical functions” appear. Will the option “cumulative functions” only appear after updating to the latest version, or do I need to change something on my end?
Thank you!