3 Replies Latest reply on Mar 16, 2011 1:17 PM by Daniel Carr

    Calculating Percent of Total skipping displayed partitions

    Daniel Carr

      Hello,

       

      We have a numerical field (NotionalMarketValueWithAdjustment) which we want to display with several rows (entity, GIC_Industry, Portfolio, etc).  But, we want to see this as a percentage only of GIC_Industry -- not of the other partitions.

      The issue is when we create a quick table calculation of 'Percent of Total' --  we do not want it as a percentage of all partitions.  We only want it as a % of GIC_Industry.  We have changed "Compute (Using)" to Table (Down) -- this displays % of total and Pane (Down) -- this displays for every/partition group which is not what we want.

      We also tried choosing 'GIC_IndustryGroup' from the Compute Using dropdown box but this does not work.  Lastly, went into 'Advanced' and selected 'GIC_Industry' but that did not work either.

      Do we need a calc field to do this?

      Any help greatly appreciated.

       

      Thanks,

      Dan

        • 1. Re: Calculating Percent of Total skipping displayed partitions
          Daniel Carr

          Hello,

           

          Quick update -- if I change some of the rows which I do not want to subtotal for to Attributes -- it works -- though this is a bit klugey and also converts some to asterisks -- which isn't correct.  But, is a (very bad) workaround.

           

          Thanks,

          Dan

          • 2. Re: Calculating Percent of Total skipping displayed partitions
            Joe Mako

            What you need is a custom partition.

             

            From your "Pane" worksheet,

            1. bring up the context menu for your table calculation pill, and select "Edit Table calculation"

            2. In this dialog you will see a drop-down for "Summarize the values from" (other times this is called "Compute using"), select "Advanced"

            3. In this dialog, with these two list boxes, you can set your custom partition, here is what is going on:

             

            Dimensions on the left will cause a partition, a restart of the calculation. The combination of these values creates a partition. So if you only want to partition on "GIC_Industry", then only leave that field on the left, and move the rest to the right.

             

            Dimensions on the right will determine the level of detail, or initial level of aggregation, and the combination of these will determine the rows within a partition.

             

            The order along lets you sort the rows within the partition (not needed for this question, but good to know).

             

            I suspect you want to partition on both "Entity" and "GIC_Industry", and have done so in the attached workbook.

            • 3. Re: Calculating Percent of Total skipping displayed partitions
              Daniel Carr

              Excellent! -- This worked -- thanks again,

              Dan