From the course: Power BI for Finance

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Calculating a percent of the total

Calculating a percent of the total - Power BI Tutorial

From the course: Power BI for Finance

Calculating a percent of the total

- [Instructor] A common challenge that we face in financial models is doing calculations based on time. For example, we might want to determine the year over year changes or what percent a certain month represents over the entire year. When we're working with time series calculations in Power BI through DAX measures, it's helpful to think of these calculations along a ruler. Let's say that we're calculating a number at a certain pivot coordinate in a summary table, for example. If we simply sum the amount, it will be equal to the total at that particular point in time. However, we can move our filters, so the current position references another date along the ruler. We can also expand the ruler to intervals around this date, and we can also combine these ruler adjustments together to move to another time period, and then expand the filter context to that new time period. To calculate time intelligence proportions, we start with the total for that time period, which depends on the…

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