## Prompt

## Answer

# DAX Formula for Percentage of Cost Subcategories on Total Revenues

## Overview

This DAX formula calculates the percentage of total costs relative to total revenues, providing insight into the cost structure as a proportion of overall sales volume. The process involves filtering the data for costs and calculating their total against total revenues.

## DAX Formula

```
CostPercentage =
VAR TotalCosts =
CALCULATE(
SUM(Table[Amount]),
Table[Type] = "costs"
)
VAR TotalRevenue =
CALCULATE(
SUM(Table[Amount]),
Table[Type] = "revenue"
)
RETURN
DIVIDE(TotalCosts, TotalRevenue, 0)
```

## Explanation of the Formula

### Components

**VAR TotalCosts**: This variable utilizes the`CALCULATE`

function combined with`SUM`

to compute the total amount of costs by filtering the dataset for entries marked as "costs".**VAR TotalRevenue**: Similarly, this variable calculates total revenues by filtering for the type "revenue".**RETURN**: This section uses the`DIVIDE`

function to calculate the ratio of total costs to total revenue. The`DIVIDE`

function is preferred as it safely handles division by zero; if`TotalRevenue`

is zero, it will return a specified value (in this case, 0).

### Logic

**Filtering**: The formula first segregates the amounts into costs and revenues using the respective filters.**Aggregation**: It then aggregates these amounts using the`SUM`

function.**Ratio Calculation**: Finally, it computes the percentage of costs to revenues, allowing for straightforward interpretation.

## Implementation Example

### Scenario

Consider a table named `Financials`

with the following columns:

`Amount`

: Numeric values representing either costs or revenues.`Type`

: Indicates if the entry is a "cost" or "revenue".

### Sample Data

Amount | Type |
---|---|

2000 | costs |

3000 | revenue |

1500 | costs |

4000 | revenue |

### Applying the Formula

**Total Costs Calculation**:- Total Costs: 2000 (costs) + 1500 (costs) = 3500

**Total Revenues Calculation**:- Total Revenues: 3000 (revenue) + 4000 (revenue) = 7000

**Cost Percentage Calculation**:- Cost Percentage = Total Costs / Total Revenues = 3500 / 7000 = 0.5 or 50%

## Summary

The DAX formula effectively captures the relationship between costs and revenues by providing a clear percentage metric. Users can utilize this methodology to gain deeper insights into their cost structures relative to overall sales, enhancing their financial analysis capabilities.

For further development in DAX and data analysis, consider exploring resources on the Enterprise DNA Platform.

## Description

This DAX formula measures the percentage of total costs against total revenues, enhancing financial insights. It filters data for costs and revenue types, aggregates amounts, and safely calculates the ratio, even handling division by zero.