Exclude Some Breakdowns for Formula Indicators

AmberTemple · ‎07-24-2025

Hey team! I'm trying to create a data visualization with a formula indicator, that has 2 breakdowns: Resource and Task. In order to get a percentage out of 100 for each task, I structured the formula so that it looks like this: ([[Total hours]] / {{Total hours}}) *100

I excluded breakdowns from the denominator so that when I apply a grouping in the data visualization, the denominator will stay at 100%. However, I am wondering if there is a way to exclude only one of the breakdowns, and not all. Basically, I want to only exclude the Resource breakdown, so that each resource's tasks still add up to 100% individually, and not that all resource tasks combined add up to 100% (see screenshot).

Thanks in advance!

AmberTemple · ‎07-25-2025

@rajumunta Thank you so much for your time and collaboration! I wound up solving this but I did it slightly differently. I essentially created two indicators that both calculate the total number of hours spent, and I added a Resource and Task breakdown on each indicator. So so far, they are configured the exact same. However, for one of the indicators (lets call it indicator B), I added a Breakdown Matrix Exclusion, where I specified Resource as the primary breakdown and Task as the second breakdown. This tells it not to nest these breakdowns together for that particular indicator. After that, I created the formula indicator, structuring it like this: ([[Indicator A]] / [[Indicator B]]) *100 and I made sure to apply both breakdowns to the formula indicator.

Then, in my pivot table visualization, I grouped the rows by Resource, and added a second row grouping of Task.

I just repeated this for the Actual Hours indicator, and added that as a second data source. Here is a screenshot of the final result!

View solution in original post

rajumunta · ‎07-24-2025

Not sure if I have understood the specific requirement here but just a try....I think you need to work with two indicators to achieve this.
1. Indicator to show total hours for both Resource and Task breakdowns (lets say A)

2. Indicator for total hours per resource (say B)

and then use them for building formula ([[A]]/[[B]])*100. This visualization when Grouped by Resource should give you what you were expecting.

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AmberTemple · ‎07-24-2025

Thank you for the quick response! I did try this already, but the downside was that it didn't let me apply the task breakdown on the data visualization, since the denominator didn't contain this breakdown.

rajumunta · ‎07-24-2025

Have you set the Task Breakdown as Secondary in the Visualization settings while Resource would be your Primary?

AmberTemple · ‎07-24-2025

Yes, this is how I have it configured currently