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Hi!
I have invoice level sales data - by account and item - for the past 3 years. I have used time intelligence to create measures such as 'latest 26 week sales' and 'year-to-date sales'.
I've looked at both the percentilex and TopN functions and haven't been able to get them to accomplish my end goal precisely.
Essentially, I want to be able to group data based on % of total. For example: X accounts drove top 25% of sales, X accounts drove the next 25-50% of sales. The number of accoutns or items is always going to vary based on the timeframe I'm looking at or filters I apply limiting me from using TopN.
I'm assuming I need to use some type of rank formula? I've been rather stumped on the best way to segment my data.
Account Name | YTD Sales | % to total |
Account 1 | 1040 | 3.1% |
Account 2 | 641 | 1.9% |
Account 3 | 579 | 1.7% |
Account 4 | 510 | 1.5% |
Account 5 | 482 | 1.4% |
Account 6 | 420 | 1.2% |
Account 7 | 403 | 1.2% |
Account 8 | 389 | 1.1% |
Account 9 | 372 | 1.1% |
Account 10 | 362 | 1.1% |
Account 11 | 358 | 1.1% |
Account 12 | 351 | 1.0% |
Account 13 | 297 | 0.9% |
Account 14 | 289 | 0.9% |
Account 15 | 262 | 0.8% |
Account 16 | 248 | 0.7% |
Account 17 | 244 | 0.7% |
Account 18 | 241 | 0.7% |
Account 19 | 231 | 0.7% |
Account 20 | 227 | 0.7% |
Solved! Go to Solution.
Hi @Sarevem
How about a Cumulative % to total....ordered from Account with highest sales to lowest
This will give you an idea of how many Account accumulate upto 25% or 50% etc of the total sales
you can first add a MEASURE to RANK the accounts
RANK = RANKX ( ALL ( TableName[Account Name] ), CALCULATE ( SUM ( TableName[YTD Sales] ) ), , DESC, DENSE )
Then the following MEASURE will give you Cumulative %age to total
Cumulative % to Total = VAR CurrentRANK = [RANK] RETURN DIVIDE ( CALCULATE ( SUM ( TableName[YTD Sales] ), FILTER ( ALL ( TableName[Account Name] ), [RANK] <= CurrentRANK ) ), CALCULATE ( SUM ( TableName[YTD Sales] ), ALL ( TableName[Account Name] ) ) )
Hi @Sarevem
How about a Cumulative % to total....ordered from Account with highest sales to lowest
This will give you an idea of how many Account accumulate upto 25% or 50% etc of the total sales
you can first add a MEASURE to RANK the accounts
RANK = RANKX ( ALL ( TableName[Account Name] ), CALCULATE ( SUM ( TableName[YTD Sales] ) ), , DESC, DENSE )
Then the following MEASURE will give you Cumulative %age to total
Cumulative % to Total = VAR CurrentRANK = [RANK] RETURN DIVIDE ( CALCULATE ( SUM ( TableName[YTD Sales] ), FILTER ( ALL ( TableName[Account Name] ), [RANK] <= CurrentRANK ) ), CALCULATE ( SUM ( TableName[YTD Sales] ), ALL ( TableName[Account Name] ) ) )
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