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KB31231: Difference between Percent to Total (Over Rows) and Percent to Total (Grand Total) derived metrics


Stefan Zepeda

Salesforce Solutions Architect • Strategy


Question:
What is the difference between Derived Metrics Percent to Total (Over Rows) and Percent to Total (Grand Total)? 
 
Answer:
Percent to Total (Over Rows) has a level based on the attribute on the column, while Percent to Total (Grand Total ) has no level. So when there is some attribute on the column in the report, they may return different values. User can right click the metrics to see their definitions and check the difference.
 
Follow below steps in Strategy Tutorial to see the difference between both metrics:
Percent to Total (Over Rows) definition:
 

ka02R000000kWLOQA2_0EM440000002V0z.jpeg

 
There is a level on country to Revenue.
 
Percent to Total (Grand Total) definition:
 

ka02R000000kWLOQA2_0EM440000002V1B.jpeg

 
There is no level to Revenue. 
 
 
2006 & USA: Since there is no level to Revenue, will divide Grand Total value of all years and all countries, which is $35,023,708. Then it is $8,175,762/$35,023,708 = 23.34%.
 

  • Create a report with Year on the Row
  • Add Country and Metrics Revenue to the column
  • Insert Derived Metrics Percent to Total (Over Rows) and Percent to Total (Grand Total)
  • Edit these two Derived Metrics to check their definitions:
  • Run the report to see the different values:
ka02R000000kWLOQA2_0EM440000002V1C.jpeg
  • Percent to Total (Grand Total) calculation:
  • Percent to Total (Over Rows) Caculation:
    2006 & USA: Since there is a level on Country to Revenue, will divide total value of all years for this country, which is $31,120,946. Then it is $8,175,762/$31,120,946 = 26.27%.

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Knowledge Article

Published:

July 18, 2017

Last Updated:

July 18, 2017