PowerPivot | The CALCULATE function exercise | Show sales as a proportion of the total for the South

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

You can learn how to do this exercise on the relevant Wise Owl classroom training course (sadly for the moment only in the UK).

Software ==> PowerPivot  (75 exercises)
Version ==> Excel 2010 and later
Topic ==> The CALCULATE function  (15 exercises)
Level ==> Average difficulty
Before you can do this exercise, you'll need to download and unzip this file (if you have any problems doing this, click here for help).

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If you've just created a workbook called Four legs good, open this up; otherwise, you'll need to create a new data model.  You may first need to run the script in the above folder to generate the MAM database (not for commercial use or copying).

The aim of this exercise is to create the following pivot table:

Percentages of South sales

Each percentage shows the ratio of sales for the current filter context to total sales for the South quadrant.

It makes sense that the selected figure should be the only one to be exactly 100%, as this is the only cell containing total sales for the South quadrant.

To get this to work, the first thing you should do is to create a new calculated column in the transactions table, using the RELATED function:

The quadrant column

Get the quadrant to appear for each transaction.

 

You should now be able to create and display the percentage share measure:

The relative to South measure

To get this to work, use ALL to refer to all of the transactions, then filter this to show only those for which the quadrant is South.

 

When you've got this working, save this workbook as Enough Orwellia, and close it down.

You can unzip this file to see the answers to this exercise, although please remember this is for your personal use only.
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