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calculate percentage of total for certain field type RRS feed

  • Question

  • I have a pivot table with Policies and their premium.  I also have a field called Policy Type which can either be Direct or Brokered.

    What I am trying to do is create 2 other fields that will show me what percentage of the total premium is Direct and what percentage of the total premium is brokered.

    so if i have premium totaling $100 and 2 policies with one being Direct and one being Brokered, i want to have a field called Direct% with 50% and another field with Brokered% showing 50%.  

    Friday, October 10, 2014 4:44 PM

Answers

  • Without knowing what your model looks like, or any sample data, I can't say that the formulae below will work exactly as written, but these should at least point you in the right direction:

    Premium Sum:= SUM( Policies[Premium] )
    
    Brokered Premium Sum:=
    CALCULATE( [Premium Sum]
        , Policies[Policy Type] = "Brokered"
    )
    
    Direct Premium Sum:=
    CALCULATE( [Premium Sum]
        , Policies[Policy Type] = "Direct"
    )
    
    Brokered %:= [Brokered Premium Sum] / [Premium Sum]
    
    Direct %:= [Direct Premium Sum] / [Premium Sum]

    • Proposed as answer by Michael Amadi Monday, October 13, 2014 12:15 PM
    • Marked as answer by Michael Amadi Wednesday, October 22, 2014 10:34 AM
    Friday, October 10, 2014 4:56 PM