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sungyunley
Contributor II
Contributor II

Sum measure by dimension

Hi all, 

I'm trying to create a 'dynamic' measure that sums 'Prod_MRR' based on the opportunity ID. At

I want to create a measure that rolls up the sum of 'Product_MRR' based on opportunity ID. It's worth noting that there are duplicate opp IDs because the table also lists the products attached to the opportunity. For example, opportunity A can have 3 product line items so that opportunity id of A will show up 3 times, but each product only once. In this example, the new measure would show the same value for all 3 records. My end goal is to take the individual 'Product_MRR' values for each row and divide it by the new summed measure to have a '% to Total' field. Last point to make, is i'd like to be able to filter on these product line items on the dash and the summed measure change with the filters.

I was thinking maybe a set analysis but i think i'd have to call out opp ID in order to sum to the opp level. 

See screenshot for example. See oppid shows up multiple times, and PGD_MRR is different for each row. 

1 Solution

Accepted Solutions
MayilVahanan

Hi @sungyunley 

Try like below

Sum(Total<SFDCOPPID18> PGD_MRR) <-- would show the same value for all 3 records

% to Total :  Sum(PGD_MRR)/ Sum(Total<SFDCOPPID18> PGD_MRR)

Thanks & Regards, Mayil Vahanan R
Please close the thread by marking correct answer & give likes if you like the post.

View solution in original post

2 Replies
MayilVahanan

Hi @sungyunley 

Try like below

Sum(Total<SFDCOPPID18> PGD_MRR) <-- would show the same value for all 3 records

% to Total :  Sum(PGD_MRR)/ Sum(Total<SFDCOPPID18> PGD_MRR)

Thanks & Regards, Mayil Vahanan R
Please close the thread by marking correct answer & give likes if you like the post.
sungyunley
Contributor II
Contributor II
Author

That worked perfect, thank you!!!