Hi, I have the below report and I want to show % breakdown of tickets by source. Each month should add up to 100%, even in the current month which isn't complete yet, but it's splitting the 100% across both months. Does anyone know how to get round this please?
It looks like the report is treating the data as a continuous dataset across all months, which is why it’s calculating percentages across both months instead of separately for each month. To make each month add up to 100%, here are a couple of ways you might approach this:
1. Adjust the Report to Group by Month
If your reporting tool has an option to group or aggregate by month, try the following:
- Group by Created Date (Month): Set the chart to group by month for the ticket source breakdown. This should calculate percentages within each month instead of across the entire period.
- Percentage Calculation by Group: Ensure that the report calculates percentages within each grouped section (in this case, each month), so that each month shows as 100%.
2. Use a Custom Calculation for Monthly Percentages
If your reporting tool allows custom calculations, you could create a calculated field for the monthly percentage:
- Monthly Ticket Count by Source / Total Monthly Ticket Count: Create a formula that divides the count of tickets for each source by the total tickets for that month. This would give you the percentage breakdown for each source within each month.
3. Filter to Display Each Month Separately
If neither of the above options work, you could try splitting the report by month entirely:
- Add a Filter or Separate Monthly Views: Create separate views for each month if possible, so that each month is visualized independently and will display as 100%.
By grouping or adjusting your data this way, each month should display as a full 100% breakdown for the ticket sources, even if the current month is not yet complete. Let me know if that helps!
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