How to Calculate Percentages over Hierarchies in DAX — Dax in Power BI — Chapter 8

The information function helps to implement percentage calculations over hierarchies.

Photo by Edvard Alexander Rølvaag on Unsplash

In different data models, you may have seen hierarchical data. In DAX, we don’t have any straightforward function to calculate over hierarchies.

However, there are different ways to handle this type of requirement. For example, you need to display the ratio percentage of each level against its parent level.

In this blog, I am providing all those DAX steps to help you solve this problem.

Get Data

At first import, the US Super Store data from Kaggle and save it to Power BI Desktop.

• Let’s start with the Get Data option under the Home tab. As this is a CSV file, select the Text/CSV option from the drop-down list
• Select the file named US Superstore data.csv
• After selecting the file, data will be displayed in the below format

Image by Author

• Click on Load and save data.