list reports with calculated percentage in Power BI using dax

0 votes

I have a Power BI report with multiple lines (it's a P and L report) displayed in a list visualisation.

It's populated from a view in SQL

One of the lines is 'Total Revenue'

I need every line to display its proportion of Total Revenue as a percentage:

i.e.

LINE           MTH     %
------------------------
Line1            5    10 
Total Revenue   50   100
Line2           20    40
Line3            4     8
Line4           12    24
Note that MTH does not add up to total revenue so I can't just take the total, I need to take the line called Total Revenue as the denominator
Oct 22, 2018 in Power BI by shubham
• 7,340 points
1,698 views

1 answer to this question.

0 votes

Create a Measure called Total Revenue:

Total Revenue = 
SUMX(
    CALCULATETABLE(
        'vw_PandL',
        'vw_PandL'[Line] = "Total Revenue"
    ),
    [MTH]
)

Create another Measure called %:

% = VALUES(vw_PandL[MTH]) / [Total Revenue]

And it will work with filters applied.

When creating reports that include calculated percentages using DAX, it’s important to also consider how these reports will appear on different screen sizes and devices. A common issue users encounter is that Power BI visuals do not resize properly, leading to misaligned or cropped visuals when viewed on smaller screens, external monitors, or mobile devices.

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answered Oct 22, 2018 by Hannah
• 18,520 points

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