Hi @georgek Nice to e-meet you.
If I understand your case correctly, you would like to achieve the following:
- Create a pivot table that displays the percentage of each category in relation to the total value.
- Enable end-users to dynamically select a date range to apply to the pivot table. The results in the pivot table will be adjusted accordingly based on the selected date range.
Currently, you have successfully addressed the first requirement by following the guide provided: Calculate The Percent of Total in Holistics. However, the second requirement remains unresolved.
Please let me know if I misunderstood anything.
If it is your case:
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If you are using Holistics 4.0 version, the 2nd issue can be addressed by our Query Param feature.
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If you are currently using Holistics 3.0 version and are interested in migrating to our 4.0 version, please feel free to contact our Support Team to request a version migration.
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If you are currently using Holistics 3.0 and don’t want to migrate to our 4.0 version, I’m afraid that this issue is only solved when we support the Subgroup Calculation feature. This feature will enable you to calculate and display the percentage directly within the visualization, eliminating the need to create separate transform models as outlined in our guide.
However, at the moment, we have not had any plan to support it in the next 3-6 months because our main focus this year is to ship a complete as-code product.
Feel free to let us know if you need further support. We are happy to assist you 