4 Replies Latest reply: Dec 14, 2017 7:57 AM by Sunny Talwar RSS

    Percentage of calculated field

    surya j

      Hi

       

      I want a Percentage of Total Personal & Trade 'N' as well Total Personal & Trade 'Y'(Refer the below table).

      Account Type is a Calculated field.I wanted to create a % of Group field to show the percentage as i have mentioned in the below table.

        

      First Funded WeekWeek Ending 1/7/17
      Account Type - Excluding Mgd. AcctsTrade  Number of Accts Funded% of Group
      PERSONALN69,326 97%
      PERSONALY2,186 3%
      Total Personal 71,512
      IRA - Internal RolloverN6,493 96%
      IRA - Internal RolloverY305 4%
      Total IRA - Internal Rollover 6,798
        • Re: Percentage of calculated field
          Anil Babu

          May be this?

           

          Avg(TOTAL <[Account Type - Excluding Mgd. Accts]> [Number of Accts Funded])

            • Re: Percentage of calculated field
              surya j

              [Account Type - Excluding Mgd. Accts] is a Calculated field IF(PAS_IND='Non PAS' AND REG_CAT_COARSE='PERSONAL', 'Personal', IF(PAS_IND='Non PAS' AND (REG_CAT_COARSE='IRA' AND POE_CAT='RETIRE INT ROLLOVER'),'IRA - Internal Rollover')) How do i apply this in the above mentioned formula?

                • Re: Percentage of calculated field
                  Anil Babu

                  May be this?

                   

                  Avg(TOTAL Aggr(IF(PAS_IND='Non PAS' AND REG_CAT_COARSE='PERSONAL', 'Personal', IF(PAS_IND='Non PAS' AND (REG_CAT_COARSE='IRA' AND POE_CAT='RETIRE INT ROLLOVER'),'IRA - Internal Rollover', [Number of Accts Funded])), Dim1, Dim2))

                  • Re: Percentage of calculated field
                    Sunny Talwar

                    Can you perform this calculation in the script to create a new field

                     

                    If(PAS_IND = 'Non PAS' and REG_CAT_COARSE = 'PERSONAL', 'Personal',

                    If(PAS_IND = 'Non PAS' and (REG_CAT_COARSE = 'IRA' and POE_CAT = 'RETIRE INT ROLLOVER'), 'IRA - Internal Rollover')) as [Account Type - Excluding Mgd. Accts]

                     

                    and then use this

                     

                    Dimension

                    [Account Type - Excluding Mgd. Accts]

                    Trade


                    Expression

                    Sum(Measure)/Sum(TOTAL <[Account Type - Excluding Mgd. Accts]> Measure)