How to Apply a Percentage Calculation for a Dimension or Dimension Combination?

Using the Pie, Doughnut or Stacked type chart, you can apply a percentage calculation for a dimension or dimension combination (custom member). Applying percentage calculation on the fly is yet another valuable performance indicator offered by Dashboards.

When Display Values is enabled, Display Value As is available. Select to display chart values as percentage (calculated as percentage of the sum of all values) or in number format.

1. Navigate to Dashboards. Create a new dashboard or use an existing one.

2. Drag and drop a chart to the canvas. In this example, a pie type chart is dropped onto the canvas.

3. Select Settings.

4. Enable Data Values. When you slide the indicator to the right it turns blue and the Display Value As field becomes available.

5. Click % for Display Value As.

6. Apply changes to the chart and save the dashboard.

   

Best Practice Tips

• Display data values and number values in percent or number format, which will change the display of the chart to obtain the view and data you want.
• If you have an Account dimension set up as percentage, it does not mean that it will display as percentage in a chart. The same goes for number format. The formatting is not carried over to Dashboards. You must format as needed within Dashboards.