Insights recipe: Showing percentage breakdown of any attribute Follow



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    Marylou Scott-Smith

    How do I show both a sum AND a percentage of the total?  I would like to be able to show what percentage of the total 99 tickets were assigned to CSR Issue and Other.

    Be gentle with me - I just learned how to filter dates and add the sum today.  :)



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    Dylan Dimico

    Hey Marylou, thank you for reaching out =) this shouldn't be a problem at all! In order to see the percent as well as the total sum, you should just need to add another custom metric in your "What" section that follows along the guidelines of the recipe above. It would look something like this: 

    So in the end you would have two metrics, one that calculates sum and one that calculates percentage. Hopefully that helps to answer your question! 


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    Justin Smith

    Does anyone know how to show the % (I built a custom metric) on a dashboard with a date (timeline) filter? On a report level, the percentage add up to 100% but when it's on a dashboard and looking at Q3 of this year as the timeline, the percentage does not add up to 100%. I am guessing it's because my custom metric isn't defining # of tickets solved in THIS period. How would I go about doing that?

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    Therese Stevens

    I'm still struggling with this one. I'd like to show the percentage of calls accepted out of total inbound calls. I can show both metrics on the same chart, but the true measure I need is percentage, not just the total of each. 

    If I can have each number (# Accepted; # Inbound) AND the percentage, that'd be great. If not, just the percentage will be fine.


    Thanks for any help you can offer!

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