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Anonymous
Not applicable

Calculating Percentage of Y/N on a Month-over-Month Basis

I have two columns, as shown below:

Screen Shot 2020-02-19 at 2.14.16 PM.png

 

I've currently calculated the "% Y" rate in the "RECOMMENDED" column using the following formula:

 

 

% Yes = 
DIVIDE (
    CALCULATE ( COUNT ( SA_Rec_Rate_Fact[RECOMMENDED] ), SA_Rec_Rate_Fact[RECOMMENDED] = "Y" ),
    CALCULATE ( COUNT ( SA_Rec_Rate_Fact[RECOMMENDED] ), ALLSELECTED ( SA_Rec_Rate_Fact[RECOMMENDED] ) )
) 

 

 

My question is this:  How do I calculate the "% Y" rate for each indivdual month? I would like to visualize this as a line chart with the months on the X-axis (September 2019, October 2019, etc.) and the "% Y" rate on the Y-axis.

3 REPLIES 3
v-yiruan-msft
Community Support
Community Support

Hi @Anonymous,

First, you can add one calculated column with formula:

format('SA_Rec_Rate_Fact'[DATE_QUALIFIED],"MMMM YYYY")

in table, then applied this new added column in visual Axis and the measure 

in visual Values just like in below screenshot:

aa.JPG

Best Regards

Rena

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
amitchandak
Super User
Super User

Create a date table, Join you date with that and have month year there.

Create a month subtotal

Refer

https://community.powerbi.com/t5/Desktop/Percentage-of-subtotal/td-p/95390

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.
In case it does not help, please provide additional information and mark me with @

Thanks. My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP, HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
Proud to be a Datanaut Connect on Linkedin

Greg_Deckler
Super User
Super User

Create a month column using MONTH([DATE_QUALIFIED]). Use that in your Axis and your measure in your Values.


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