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Calculating Percent of Total for Measure Values

Дата публикации: Apr 28, 2025
Задача
How to calculate and display percent of total for fields on Measure Value.
Действия

Use the following steps to calculate the percent of total for the Sales Furniture, Sales Office Supplies, and Sales Technology measure fields:

  1. Select Analysis > Create Calculated Field.
  2. Name the calculation. In the example workbook, the calculation is named "Sales % Furniture".
  3. In the formula field, create a calculated field similar to the following and click OK
  4. SUM( [Sales Furniture] ) / SUM( [Sales] )
  5. Repeat steps 1-3 for each new percentage.
  6. Create a new worksheet to display the percentage measures. In the example workbook, this worksheet is named "%Measures".
  7. Make a new dashboard (Dashboard > New) and drag the Measures and %Measures worksheets onto the view side by side. 

To view these steps in action, see the video below:
Note: Video is silent.

Дополнительные ресурсы
Measure Names cannot be referenced in calculated fields.
Номер статьи базы знаний

001458262

Вложения

PercentOfMeasures.twbx

1473 KB

 
Загрузка
Salesforce Help | Article