Percent of total in a hierarchy (DAX)

Getting percent of total in a hierarchy is easy in DAX. In this example we will use the Geography hierarchy.

Geography 1

Then I will create 2 calculated measures in my model.

TotalSales2:=calculate(SUM([Order Quantity]);ALL('Geography'))

And

Ratio To Total:=Sum([Order Quantity]) / [TotalSales2]

The last one should be formatted as percent.

Then process and deploy your model.

If you open an Excel pivot you should see something like this

Hierarchy Excel 2

If you summarize “Ratio To Total” in this pivot you will get 100 %.

When changing the pivot to show city instead of country the percent still works as intended.

Hierarchy Excel 3

I did not show all the cities in the screenshot above

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How to use “RANKX”

If you want to rank your result in DAX you can use the RANKX function.

Below is a sample

DEFINE
MEASURE 'Internet Sales'[Rank] =
RANKX (
ALL ( 'Product'[Product Name] ),
SUMX (
RELATEDTABLE ( 'Internet Sales' ),
'Internet Sales'[Internet Total Sales]
)
)
EVALUATE
FILTER (
ADDCOLUMNS (
VALUES ( 'Product'[Product Name] ),
"Product Rank", 'Internet Sales'[Rank],
"Sales amount", 'Internet Sales'[Internet Total Sales]
),
[Sales amount] <> 0
)
ORDER BY 'Internet Sales'[Rank]

Please note the filter that removes the empty rows.

Here is the resultset

Rank