This is related to this question, though it is looking for a way to get the Column Total using DAX instead of Grand Total.
So, is there any way to get a % of column total using a calculated measure, in a field agnostic context (i.e. regardless of which field is placed where)?
The ultimate objective is to create a pivot table that looks at the % of sales for a variety of product x country x customer combinations. What I would like to do is have the option to place these fields either in the Filter or the Row section of the pivot table, and have a measure that calculates the sales as a % of the column sum.
The show as % of column total functionality is OK when using it to show the %, but not when one wants to use that % in other calculations (e.g. margin variance analysis)...
An answer to a similar question I found online recommended something along those lines:
% Total = [TotalQuantity] / CALCULATE( [TotalQuantity] ,ALLSELECTED( 'Table'[FieldUsedOnRows] ) )
This works great with a single field in the rows section, but does not work when a second (or third) filed is added as a row... in that case the formula does not behave as %of column total, but as % of parent row.
Does it mean then that there is no way to get a % of column total without having to explicitly specify all fields?
Any advice would be much appreciated!
Thanks a lot in advance!
-N
Related
Can I define different aggregation methods for subtotals in different dimension in an Excel pivot table?
The following example shows a result I'm trying to obtain. The metric to aggregate is, let's say, lines of code of a software project. The 2 dimensions in question are Date and Organization. In source data, Organization is broken down into 2 columns, Department and Project, while Date is a single column and Excel makes up the Months/Years summaries automatically when making the ODBC data connection.
A metric such as this one should be aggregated differently along the different dimensions. For the Organization dimension, the subtotal for all projects of the department is the SUM, but in the date dimension, the subtotal for all months of the year is the MAX of any given month (or perhaps AVG, or last etc. but certainly not SUM).
I've tried to define the different aggregation methods in Excel in the field settings, but it always selects one or the other method for both dimensions. Is there a way to do it, preferably using standard Pivot Table mechanisms or at worst a UDF in Excel?
What I would do to tackle this problem is to add both aggregation functions: sum and max , then hide ( or shrink a lot ) those columns you do not want to display.
in the above example I shrink columns B,D,F and I because of they has values that are out of scope for your requirements.
The "Total Max of Loc" displays a value consistent with the function expressed throughout the entire column: that is "the maximum number of lines of code reached by each project in each department; this could lead to misunderstandings when we observe the values of the subtotals and grand total; i.e: The "Grand Total - Total Max of Loc" is not the "Total Max of Sum of Loc": in the example, it shows 18 which represents the absolute maximum value of Loc in a Project in each Department; In the same way the Total Max of Loc for Department 2 is 18 and form Department 1 is 12
When requested a different behavior as expressed in comment to this answer, I think we are entering into the strong customizations space and some solution could be found by writing custom macro and by leveraging the getpivotdata function or, if it can be acceptable for your case, simply by the addition of a new column with the max()formula and possibly hiding the column "Total Max of Loc"
I have this pivot table that currently shows how many students failed in a particular subject in a particular academic year. That is, it is now filtered by Pass_Status Fail(which can be either Pass or Fail):
For example, in Business Computing subject there were 3 people in 2002-2003, and two of them failed. That is what the table shows right now.
But I want to convert it into percentage, considering the number of all the students who took the subject in an academic year as total.
In the case of Business Computing in 2002-2003, I want to show 66% (2 failed of 3).
How can I do that?
Unless I'm missing something, don't you just right-click on any value (use the 2 for the example), go to submenu "Show Values As", and choose % of Row Total??
I solved the problem by creating a new calculated field with this formula:
percent_of_fails:=CALCULATE(COUNT(ModuleRegistration[ID]), FILTER(ModuleRegistration, ModuleRegistration[Pass_Status] = "Fail")) / COUNT(ModuleRegistration[ID])
I'm trying to get the average number of "on time shipment" based on items rolled up to "ship numbers" and then by "order number". I have one order number in this scenario that is shipped via multiple shipments. It seems to me that after rolling it up via PowerPivot and then creating a pivot table, it's calculating the average based on the total lines of the "order number" instead the pivot.
PowerPivot Data:
Pivot based on data above:
How can I get the average number based on the pivot table rather than the PowerPivot total data of the order number? I'm probably not making any sense, but hopefully the images below explain it better. As you can see, when you roll up the items by ship number then by order number, you'll see that the actual average is 0.6 but the pivot is showing 0.5.
Help!
Technically speaking, the average is correct - if you look at the source data, for some reason all rows are duplicated and if you do regular average calculation, it's actually 0.5.
What you are looking for is calculating average for distinct values, which can be done easily with AVERAGEX function.
I have copied your table and created those 2 Calculated Fields (in Excel 2010, it's Measures):
Average on Time:
=AVERAGE(Table1[On Time])
Average on Time (UNIQUE)
=AVERAGEX(VALUES(Table1[Ship Number]), [Average on Time])
Using AverageX with VALUES() function makes it easier to calculate any expression ONLY for unique values.
If you then put both measures on PivotTable, you should get this:
First column is same as yours (using "regular" AVERAGE function). The second one shows the average calculated over distinct (unique) values of Ship Numbers.
Hope this helps.
PS: This great article by Kasper de Jonge helped me quite a bit with similar scenarios.
I have created a power pivot table as shown in the picture. I want to calculate quarter over quarter sales change. For which I have to divide for example corporate family "Acer" 's sales in 2012Q4 by sum of all the corporate family. I am using calculated measure to do this, but I am not sure what formula I can use.
My need is to create two columns, one for 2012Q4 percent of total and one for 2013Q1 percent of total. Then I will create another measure to find the difference. So the formula for 2012Q4 should be like this 1624442 / (1624442+22449+1200+16123) . Any idea which function can help me do it?
It sounds like you are measuring the change in the percent of total for each corporate family from quarter to quarter. You will need to create 3 calculated measures. I'm not sure what your model looks like so I can't give you the exact formula, but here is the idea.
CurrentQtr%ofTotal:= Divide(Sum('Sales'[Units]),Calculate(Sum('Sales'[Units]), All['Product'[Corporate Family])))
PrevQtr%ofTotal:= DIVIDE(CALCULATE(Sum('Sales'[Units]), DATEADD(DimDate[DateKey], -1, QUARTER)),
CALCULATE(Sum('Sales'[Units]), DATEADD(DimDate[DateKey], -1, QUARTER), All('Product'[Corporate Family]))))
Change%ofTotal:= DIVIDE(([CurrentQtr%ofTotal]-[PrevQtr%ofTotal]),[PrevQtr%ofTotal])
I used the divide function because it handles divide by zero errors. You use the ALL function to remove the filter on the Corporate Family column from the filter context. The Change%ofTotal is just to find the differenc. I'm calculating % change but you may just want to subtract.
Here's the link to a good blog post on time intelligence. And here's one on calculating percent of total.
For percentages please follow the tutorial on the Tech on the Net.
Adding another column where you calculate a difference between two pivot columns will not work - this column is "unpivotable", as it relies on a column defintion. You would need to copy and paste pivot as values to another worksheet and do the extra calculation there.
I run a small golf eclectic with excel. One of the things we have is a points system. I would like to get the 5 highest points scored over the season and have them ranked from 1 (being the highest points scored) to 5.
My knowledge of excel "sums" goes only a wee bit further than add and subtract.
Thanks!
If you don't want to change the order that they are presently in you can use the LARGE function. It returns the kth largest value.
Below is a great formula, if you drag it down it will automatically get the second, third and nth largest value from a table of data (in this example the data is between A1 to A10).
=LARGE(A1:A10,ROW(A1)-ROW($A$1)+1)
You can then match the values with names or corresponding data from the tables using the MATCH and INDEX functions. The example below would fetch the name for each value from the second column.
=INDEX($A$1:$B$10,MATCH(cell reference with score or value,$A$1:$B$10,2))
Play around with these formulas, they are very convenient for data m
If you have a column containing the scores, you could add a filter (Data->Filter I think) and sort descending.
Though, if you just have rows that are something like [Date][Person][Score] you'll need to go to another sheet and SUM the scores for each person then sort that... Unfortunately my Excel skills aren't up to par to pull a score for each person like that.
Given a list of numbers in A1 to A10, you can work out their 'Rank' relative to each other by using 'RANK'.
e.g.
RANK(A1,A1:A6,0)
RANK(cell, list of cells to check against, order)
For order, 0 = descending.
From there you can work out which one is first pragmatically.
If you have Excel 2007,
Check that your data is continuous, with no blank rows or columns. Click on your scores and then select 'Data - Filter'
Using the dropdown that the filter creates at the top of your scores column and select 'Number filters - Top ten'
A 'Top ten Autofilter' dialog will be displayed, reduce the show 10 to 5 and then click on OK.
For earlier versions of Excel add a RANK formula in a new column. Be careful as the scores need to be sorted, usually into descending order. If there are any ties, they will be given the same ranking number and the subsequent rank number will be incremented by the number of ties. (E.g. If there are two scores of 2, ranked as 5. The next score will be ranked as 7, not 6)
If you want to use the LARGE Function as described above, make sure you put the same range in the list for each of the LARGE functions. That is, change =LARGE(A1:A10,ROW(A1)-ROW($A$1)+1) to =LARGE(A$1:A$10,ROW(A1)-ROW($A$1)+1) or you will get some strange incorrect results