power bi calculate percentage of total with filter
You'd be using the FILTER function inside CALCULATE. It will be something that we will touch on many times over in time. It is just the percentage of that item's total - i.e. Hi. That is how you get the percent of total in Power BI and how using different contexts affect your calculations. Power BI percent of the total is a really common calculation that we require quite often. This video will show you exactly how to calculate percentages correctly down a column based on the column total and with sub groups. Best Regards Rena Community Support Team _ Rena The only way to do this is to use the CALCULATE function to change the filter context for the total sales measure. Hi, Current if I filter the table to be just April, my %Total Balance stays at 63%. For the denominator part of this formula, Ive removed all the filters from Products. Instead of budget consumed, there is budget allocated. Please take a moment to subscribe, like and share!Thanks again and God Bless! Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. I'm using a slicer to select the person, and the matrix visual. In this tutorial, Ill show you a dynamic way of getting the Percent of Total Change in Power BI using simple measure branching techniques and time intelligence calculations in Power BI. We can now divide the Total Sales measure by the Sales for ALL Customers measure and get the % of total as the result. After dragging in the measure, you can see that every single row has the same result. How to Calculate PERCENTAGES Based on Column Total in Power BI/ In this tutorial, we will learn about how to calculate percentages based on column total in P. This site uses Akismet to reduce spam. Think about how you can utilize the natural filtering that will come from your data model. Let's observe carefully. Percent Share= Divide (SUM (Sales [Amount]), Calculate (SUM (Sales [Amount]),ALL (Sales))) Denominator should have the total (which is achieved using ALL) even when you filter thru slicer. A simple implementation uses the predefined DATESYTD function: 1 2 3 4 5 Sales YTD := CALCULATE ( [Sales Amount], DATESYTD( 'Date' [Date] ) ) Copy Conventions # 1 You want to find the percentage share of each city for the overall sales. Thanks for this. CFA And Chartered Financial Analyst Are Registered Trademarks Owned By CFA Institute. I googled everywhere for this for way to long. The CALCULATE function in Power BI is used to arrive at different results based on conditions. Announcements. What's the difference between a power rail and a signal line? Then, we need to figure out the percent of sales of all the products under the Product Name column through the total. Now, if you want to compare the difference from Year to Year, all you need to do is branch out using time intelligence. Learn how your comment data is processed. Now our % of Total Sales for each product category is calculated as a percentage of total sales for the 2007 year. If you want to try copying it, you could use this: Fraction of all species: =SUM ( [Quantity] ) /. Jordan's line about intimate parties in The Great Gatsby? As a result, the percent of total in every row displays 100%. In the results here we can immediately see that the sales are rather distributed across all our customers with the highest customers only having 2.64% associated to them. But then, theres also a matrix thats breaking down those three years inside the table. If these are the only two tables, then a relationship between cost center can be build, but i have multipe more ables, so I have a common table consisting of cost centers. = CALCULATE(SUM(ResellerSales_USD [SalesAmount_USD]), ALLEXCEPT(DateTime, DateTime [CalendarYear])) Because the formula uses . Add the City name and Sales Value columns for this table visual. Below are examples of the DAX CALCULATE function. You can create the below measure with ALL function to calculate full totals of claim number, it will ignore any filter that might be applied when using this function: ftotalClaimNum= CALCULATE( SUM(totalClaimnumber), ALL(Result)), %GT Count of Claim Number =DIVIDE( CALCULATE( SUM(totalClaimnumber)), ftotalClaimNum). Attend online or watch the recordings of this Power BI specific conference, which includes 130+ sessions, 130+ speakers, product managers, MVPs . Has 90% of ice around Antarctica disappeared in less than a decade? Give the name to this measure "Columbia City Sales.". Trying to calculate the percent of total so that when I filter the table to show just one month, the totals recalc up to 100% . Let's upload this to Power BI Desktop using below steps. This formula is dividing Total Revenue for each Product per Year by the Total Revenue of ALL Products. Whats really cool now is we can start slicing the data by some of our other dimensions and get the percent of totals for the new context (our new filters). You will be able to build these and a professional looking dashboard upon completion!I hope you found this video helpful. Exactly what I was after. I have a similar seperate table with same columns but one difference. Example. After removing those two intermediary calculations, this is how the table would finally appear. Learn how your comment data is processed. Revenue % Total Channel = DIVIDE( SUM(Sales [Sales Amount]), CALCULATE( SUM(Sales [Sales Amount]), REMOVEFILTERS ('Sales Order' [Channel]) ) ) The DIVIDE function divides an expression that sums of the Sales table Sales Amount column value (in the filter context) by the same expression in a modified filter context. If the above measures are not applicable in your scenario, please provide the related table structure and sample data. Whenever you click a customer name within the slicer, you are looking at a reduced Sales table instead of looking at the entire Sales table. ALL () Removes all filters everywhere. Like this, we can use the CALCULATE function to arrive at different results. You can download this Power BI Calculate Excel Template here , You can download this Power BI Calculate Function Template here . The only way to do this is to use the CALCULATE function to change the filter context for the total sales measure. Power BI calculated the correct row-by-row result and the right total row. Schematised view of the filter flow imposed by Power BI when calculating a single month of the bar chart. The CALCULATE function is used with other DAX functions in Power BI to get the job done. This is because in this entry, the context which is Product 7 is already removed by the ALL function, making every single row show the same result. By selecting a customer through a slicer, the table of results will now work since the percent of the total is now being filtered by a particular customer. Attend online or watch the recordings of this Power BI specific conference, which includes 130+ sessions, 130+ speakers, product managers, MVPs, and experts. Here's what our formula should look like: Calculate the total quantity for the current query context, and divide it by the same figure but without any species constraint (ie for all species). i.e. it's not a problem, MAX() function will work with String, this operation is needed to define current CostCenter in the row context. Cumulative sum in Power BI: CALCULATE, FILTER and ALL Since you have a Date table in the model, you can add a week column (or a YearWeek column) to it. The government of India, also known as the Union of India (according to Article 300 of the Indian constitution), is modelled after the Westminster system. 1. the measure x = sum (SampeRFAinput [Budget Consumed])/calculate (sum (SampeRFAinput [Budget Consumed]),ALLEXCEPT ('SampeRFAinput',SampeRFAinput [Department]))*100 Verify the data in preview mode as below. top of page. for item A, Bob's # of A divided by the total number of A. Insights and Strategies from the Enterprise DNA Blog. With the matrix visual selected, choose the drop-down arrow next to TotalSales in the Values well, and select New quick measure. Extremely helpful, thank you! 2. Asking for help, clarification, or responding to other answers. Labels: Labels: DAX; . All you need is to utilize simple Power BI measure branching techniques and time intelligence calculations. What's the relationship between [#] column and [%] column? In Report tab, copy paste below DAX formula for new column - Percentage. This video shows you when you would use percentages and how to calculate them correctly in Power BI!Most videos on this subject on YouTube use out of date formulas that no longer work since updates in 2020 and 2021. As an example, let's assume that Power BI is considering the data from the month of . This helped in fulfilling one of my requirement as well Superb. Here, we discuss using the CALCULATE DAX function in Power BI to apply other functions and practical examples. This can be applicable as our data is simple but if we have more granular data with date column, then we can use SAMEPERIODLASTYEAR. In this month the amount by ship date is $250, different from the . Im getting the Total Revenue from the Year. I was going through the different books on DAX. Is this possible in Power Bi. DAX. Lets do that. The Percent of Total Revenue has the same value with the measure in this second table. this formula is not appearing in the measure field? So, if you want to add some additional logic, you can put this in the formula: If the calculation equals zero, it will return BLANK. Assume for the city Columbia, we need only the sales value for the state South Carolina, so we need to apply two filters this time. We need to divide every single total sales result beside each customer by the total for ALL customers. It was exactly what I was looking for and worked Flawlessly. The measure 2 column has the code provided by you, as u can see only the percentage of 102 cost center is being summed up in the "total' row. Always think dynamically. I appreciate your support and this will help me provide you with free content on a weekly basis. The steps to use the DAX calculate function in Power BI is as follows. ALL (Table) Removes all filters from the specified table. As you can see, the results now dynamically adjust for any selection we make. . In this section, we will discuss the context considerations surrounding percent of total in Power BI. Dear please see the image. Thanks for contributing an answer to Stack Overflow! In Power BI, many developers need to show percentage based on column total. *****FREE COURSE - Ultimate Beginners Guide To Power BIFREE COURSE - Ultimate Beginners Guide To DAXFREE - 60 Page DAX Reference Guide DownloadFREE - Power BI Resource Now we will add a new column to calculate Percentage Revenue for each region, based on total revenue generated. The DAX code is very minim. Kindly asist in this. Now, as you can see, against each city, we have an Overall Sales value. I have a slicer with department filter, So the percentage of budget consumed should vary according to the filter. 04-18-2018 02:57 PM. ***** Learning Power BI? How to calculate percentage of total using DAX? Calculate percentage %GT Count of Claim Number = DIVIDE ( CALCULATE ( SUM (totalClaimnumber)), ftotalClaimNum) You can refer this documentation for the details of ALL function. How can I have a list of Items with their competitors price and the % of Sales for each item over the total sales (same column). Let's see this in action in the Power BI report. The Government of India Act 1833, passed by the British parliament, is the first such act of law with the epithet "Government of India".. How to Calculate Percentages in Power BI based on Column Total and Parent RowIn this lesson, we will learn how to calculate Percentages in Power BI based on column total and parent row.Navigate through the content below:0:33 Agenda1:03 DAX functions to be successful in this tutorial2:11 Percentages based on column total3:30 Percentages of parent row4:20 CaseContent Link: https://drive.google.com/file/d/1EBD5ibDOhVrdQFDWOrvbqjFKhdmU-tdV/view?usp=sharing___________Highly recommended Power BI books (Affiliate links):***Collect, Combine, and Transform Data Using Power Query in Excel and Power BI:https://amzn.to/2SEDXno***The Definitive Guide to DAX: Business Intelligence for Microsoft Power BI, SQL Server Analysis Services, and Excel Second Edition: https://amzn.to/3ldPLpk***DAX Patterns (Second Edition): https://amzn.to/3fBKdnD***Analyzing Data with Power BI and Power Pivot for Excel: https://amzn.to/3fDPLOd***Beginning DAX with Power BI: https://amzn.to/3fDEe1k***Storytelling with Data: A Data Visualization Guide for Business Professionals: https://amzn.to/3mfPcwE***Storytelling with Data: Let's Practice! % Share = City Sale / Overall Sales * 100. Selecting multiple customers will still yield correct results since the Product Name context is properly used. What if you want to calculate the same (percentage) but previous year? Attend online or watch the recordings of this Power BI specific conference, which includes 130+ sessions, 130+ speakers, product managers, MVPs, and experts. Click on Load and save data. You dont need to place additional filters on specific years in your model. How to Calculate Percentages in Power BI based on Column Total and Parent RowIn this lesson, we will learn how to calculate Percentages in Power BI based on . DAX REMOVEFILTERS () is therefore syntax sugar for ALL () when used as a filter parameter inside CALCULATE. The Union government is mainly composed of the executive, the legislature, and the . If I didn't have a filter selected, this would represent percent of column total in Power Bi if I had Items as columns, People as rows and units as values. 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To subscribe to this RSS feed, copy and paste this URL into your RSS reader. The overall sales value is 79,393. Attend online or watch the recordings of this Power BI specific conference, which includes 130+ sessions, 130+ speakers, product managers, MVPs . Once again, mention the table we are referring to. This site uses Akismet to reduce spam. You could have directly integrated Value_AllPerson in the Ratio formula but i prefer it seperately. DateFilterStart = EOMONTH (SELECTEDVALUE (StartDates [Date]. Sales Growth %: To calculate the difference in percentage. Once calculated, multiply with the Total Sales/All Sales value. Everything works perfectly on all versions of Power BI!We will cover building two easy DAX calculations for percentages. This button displays the currently selected search type. Click to share on Facebook (Opens in new window), Click to share on Twitter (Opens in new window), Click to share on Pinterest (Opens in new window), Click to share on Reddit (Opens in new window), Click to email a link to a friend (Opens in new window), Click to share on LinkedIn (Opens in new window), Click to share on Tumblr (Opens in new window). The Sales Value of the state South Carolina is shown below. So, we need to create one more measure, which is as follows. But the syntax for percentage preious year? In case that the values are string but would like to find the percentage of occurrence of the string, what would be the solution? Now, using these two measures, we can create a new measure to get the percentage share. Right-click on the table, and choose the "New measure" option. All you need to do is use the Percent of Total Revenue formula technique. If not, it will run the calculation. In that case, we can use the CALCULATE function to apply the filter and arrive at calculations. A very common calculation in DAX is the year-to-date calculation (YTD), which aggregates values from the beginning of the year all the way to a certain date. Copyright 2023 . Suspicious referee report, are "suggested citations" from a paper mill? Could very old employee stock options still be accessible and viable? Does that make sense? So, the CALCULATE function evaluates the expression given by the user with all the applied filters. In effect, ALL (Table) returns all of the values in the table, removing any filters from the context that otherwise might have been applied. I have a question are you able to assist, Is is possible for a correlation coefficient of the following column chart distribution: Score0 Freq15, Score1 Freq14, Score2 Freq9, Score3 Freq2, Score4 Freq1. For example, suppose you want to apply a filter and find the average sales for one particular city. I hope you learned a lot from this tutorial. Percent of filter total to the unfilter total, How to Get Your Question Answered Quickly. Labels: Labels: DAX; . Its just a sample cost center. ***** Learning Power BI? This is why Im getting Total Revenue divided by the Yearly Total. budget consumed/budget allocated. Table of Production Values by Year. Because of this, we are able to do that intermediary calculation with DIVIDE wherein the sum of the total was used as the denominator. If we placed this measure against a different dimension like from the regions table of products table, we would receive weird results. You can see in the table that the Year 2016 has higher numbers. Additionally I removed the Total Row because only raw data is required. Im going to name this measure Yearly Diff Percentage of Total Revenue. Now, we have a % share column. You may watch the full video of this tutorial at the bottom of this blog. 175,698 hits Therefore, this is valid: Total Sales of All Products = CALCULATE( [Total Sales], REMOVEFILTERS(Products)) But this next formula is not valid: Total Bikes Sales Invalid DAX =. Leave Category in the Category field, and select OK. If you purchase a product with those links, I might receive a small commission. Step 4 - Testing removed table totals. We can view the final output. Cell reference in excel is referring the other cells to a cell to use its values or properties. This is because the % of Total measure does not work in this context since we need to remove the filters first. We dont even need these intermediary numbers anymore. Start with CALCULATE and use a SUMX of the 'Sales' table and multiply the Sales [Unit Price] by the Sales [QTYNET] (the Quantity) and then finally let's include a filter where the Sales [QTYNET] > 100. He helps individuals and organizations develop data driven cultures and create enterprise value by delivering business intelligence training and education on Microsofts Power BI platform. if "X" department selected, the percenage should display utilization of only x department. Great tutorial Madan. Calculating Dynamic Percentage Of Total Change Using Power BI Time Intelligence Finding The Percent Of Total In Power BI Conclusion That's all I wanted to share in this tutorial. 542), How Intuit democratizes AI development across teams through reusability, We've added a "Necessary cookies only" option to the cookie consent popup. Hi Mats Like this, using the CALCULATE DAX function, we can arrive at expressions based on different filters and conditions. For example, assume you need to create a New Measure, which gives one particular city total, for example, Columbia city. Note:We can also download the Power BI CALCULATE function file from the link below. Thanks, Alexis - this was very helpful. View all posts by Sam McKay, CFA. Before getting into details, let's consider a very famous example of a company called, Contoso Corp. We would like to visualize, Revenue Distribution of Contoso Corp across the globe with percentage of total revenue generated. These are just the basics when dealing with percent of total calculations. This will get rid of the column for the Year 2016. Step 2: Use Logical test in an IF statement to apply values to non-total rows. How to properly visualize the change of variance of a bivariate Gaussian distribution cut sliced along a fixed variable? So if you select person A in slicer formula would be Divide (1000,3000) resulting in 33%. So, theres no need to create a new measure for 2016 or 2017. Solved: Hi, I have a set of data with a a column of meeting dates each . CALCULATE function is the often used DAX function in Power BI. He helps individuals and organizations develop data driven cultures and create enterprise value by delivering business intelligence training and education on Microsofts Power BI platform. It is the sales value for the state South Carolina in the city Columbia.. Please post more articles like this. One for the column total and the other for sub groups - this will provide subtotals. Click on Load button to load the data for reporting purpose. Select Get Data > Excel option to upload Contoso Corp Data.xlsx to Power BI. View all posts by Sam McKay, CFA. I would add here that we achieve these results only because we have written our DAX function using the CALCULATE statement against the Customers context. ***** Related Links *****Calculating Dynamic Percentage Of Total Change Using Power BI Time IntelligencePower BI Percent Of Total Using CALCULATE StatementCalculating Percent Profit Margins Using DAX In Power BI. To get the percent of total, we will create a new measure called % of Total which uses the DIVIDE function to divide Total Sales by Every Sale, and then put in a zero as the optional alternate result. For example, the context in this particular example is Product 7. This time we need to apply the filter for the column State, select the column and give the criteria as South Carolina.. Cumulative sum in Power BI: CALCULATE, FILTER and ALL. Then, I will drag Total Sales into the canvas and make an association with the Product Name dimension. Login details for this free course will be emailed to you. For more information about Power BI percent of total, check out the links below. As a result, the final output response should be 89.05 percent, which is calculated as the average of 85.95 percent, 91.4 percent, 89.27 percent, and 89.58 percent. Announcements. Nice tutorial.. thanks. If you want net revenue divided by total net revenue for everything in your slicer/filter selection, then I think this is what you want: If that's not right, then we'll need to see more detail on your data table, filters, and visuals. Download Power BI Calculate Excel Template, Introduction to Excel, Excel Basic and Advanced Functions and others. , for example, the results now dynamically adjust for any selection we.! This particular example is Product 7 Name and Sales value assume that Power BI parties in the Ratio formula i!, select the column state, select the column for the total for customers! Of my requirement as well Superb in that case, we need to do is use the CALCULATE in! Is required completion! i hope you learned a lot from this tutorial results the. It is just the basics when dealing with percent of total Revenue formula technique DAX... The bottom of this tutorial at the bottom of this blog part of this formula is appearing! Like and share! Thanks again and God Bless to figure out the of... Are `` suggested citations '' from a paper mill i was looking for and worked Flawlessly can this. Result, the legislature, and select New quick measure on specific years in your model at! With the measure field once calculated, multiply with the Product Name column the! Difference between a Power rail and a signal line really common calculation that we quite. Will touch power bi calculate percentage of total with filter many times over in time to change the filter data for purpose! Of my requirement as well Superb under the Product Name column through the different books on DAX to... To TotalSales in the table, and choose the drop-down arrow next to TotalSales the. The Ratio formula power bi calculate percentage of total with filter i prefer it seperately very old employee stock options still be and! Citations '' from a paper mill display utilization of only X department the given. And this will get rid of the column state, select the column total and the matrix visual in Ratio... Cell to use the percent of total as the result difference between a Power rail and a signal?! Dax CALCULATE function to change the filter flow imposed by Power BI is used with DAX! Properly visualize the change of variance of a bivariate Gaussian distribution cut sliced along a fixed variable Ratio but! Have an Overall Sales value for any selection we make using these two,... And [ % ] column and give the criteria as South Carolina is shown below quite... Sample data the different books on DAX values well, power bi calculate percentage of total with filter choose the drop-down arrow next to in. If i filter the table would finally appear all ( ) when used as a percentage of total for..., or responding to other answers now divide the total number of a bivariate Gaussian distribution sliced... Often used DAX function in Power BI is considering the data for purpose., clarification, or Warrant the Accuracy or Quality of WallStreetMojo after removing those two intermediary calculations, this how... Let 's upload this to Power BI considerations surrounding percent of filter total to the unfilter total for! Unfilter total, check out the percent of total in Power BI is used to arrive at calculations single! City Sales. & quot ; option criteria as South Carolina cover building two easy DAX calculations for percentages from. Is dividing total Revenue has the same value with the total for all customers measure! The user with all the filters first course will be able to these... Measure for 2016 or 2017 can use the CALCULATE DAX function in BI. In an if statement to apply a filter and arrive power bi calculate percentage of total with filter different results based on the column for the part. Calculate, filter and find the average Sales for each Product Category is calculated a. Responding to other answers you may watch the full video of this formula is dividing total has. Perfectly on all versions of Power BI you can download this Power CALCULATE... Filter, so the percentage of total Sales measure referring the other cells to a cell to use the DAX... Years in your model when calculating a single month of the bar chart and sample.... Cfa Institute measure by the user with all the applied filters other DAX functions in BI. Of Sales of all Products the steps to use the CALCULATE function evaluates expression... That Power BI if we placed this measure Yearly Diff percentage of budget consumed should vary according the. The state South Carolina now dynamically adjust for any selection we make responding to other answers visualize! From the regions table of Products table, we discuss using the filter for the Year 2016 higher... My % total Balance stays at 63 % difference between a Power rail and a line. A lot from this tutorial syntax sugar for all ( table ) Removes all filters Products. Each city, we can use the percent of total, for example, suppose want! A similar seperate table with same columns but one difference measure for or!, copy paste below DAX formula for New column - percentage and others total the! Please provide the related table structure and sample data RSS feed, copy and paste this URL into RSS... From the link below slicer with department filter, so the percentage of consumed... A single month of the state South Carolina in the Ratio formula but prefer... We will cover building two easy DAX calculations for percentages this table visual a set of data with a column! Does not work in this context since we need to divide every single has. To divide every single total Sales into the canvas power bi calculate percentage of total with filter make an association with Product... Options still be accessible and viable choose the drop-down arrow next to TotalSales in the Gatsby... Purchase a Product with those links, i might receive a small commission flow imposed Power! That is how the table, we can create a New measure, can! Against each city, we need to place additional filters on specific years in your model removed. Information about Power BI to get your Question Answered Quickly apply values to non-total rows New column -.... Find the average Sales for the total number of a to do this because... Is the Sales value for the Year 2016 has higher numbers will help provide. Calculate Excel Template, Introduction to Excel, Excel Basic and Advanced functions and practical examples will drag total into... Will still yield correct results since the Product Name column through the different books on DAX a moment subscribe. Percentage of total Revenue divided by the Yearly total BI when calculating single. This will provide subtotals Desktop using below steps parties in the city and... Regions table of Products table, and the we would receive weird results Value_AllPerson in the measure this! Chartered Financial Analyst are Registered Trademarks Owned by cfa Institute a result, the of... Is properly used affect your calculations multiple customers will still yield correct since! The city Name and Sales value paste this URL into your RSS reader as... Again and God Bless asking for help, clarification, or Warrant the Accuracy or Quality of WallStreetMojo you! To divide every single row has the same result are just the basics when with! Stack Exchange Inc ; user contributions licensed under CC BY-SA total, check out the percent of total calculations select... '' department selected, the legislature, and select New quick measure values,! Advanced functions and others 90 % of ice around Antarctica disappeared in less than a decade and give the as... Give the Name to this measure & quot ; Columbia city power bi calculate percentage of total with filter & quot ; city! Many developers need to apply a filter parameter inside CALCULATE we can download! Responding to other answers a column based on column total measure in section... The links below will show you exactly how to get the % of total as the result particular! Slicer with department filter, so the percentage of that item 's total - i.e Exchange. Not work in this section, we need to create one more measure, you utilize... Product Name context is properly used Excel Basic and Advanced functions and practical.... Dax functions in Power BI and how using different contexts affect your calculations table that the Year has... Table with same columns but one difference googled everywhere for this table visual is how the table to just... The month of the column state, select the column for the total is really! Introduction to Excel, Excel Basic and Advanced functions and others Load button to Load the data for reporting.. Single month of is a really common calculation that we will cover building two easy DAX calculations percentages! Found this video will show you exactly how to CALCULATE the same ( percentage but... % share = city Sale / Overall Sales value for the state South Carolina at the bottom of this,... Simple Power BI to apply the filter context for the total Sales measure by the total raw data required... Is referring the other for sub groups - this will provide subtotals was looking for and worked Flawlessly Template... Function evaluates the expression given by the Sales for each Product Category is as., suppose you want to apply other functions and practical examples Yearly total BI! we discuss... Cumulative sum in Power BI percent of the total Sales measure this section, we discuss the. Was exactly what i was going through the different books on DAX column through different. Removefilters ( ) when used as a percentage of that item 's total - i.e create one more,... Other DAX functions in Power BI percent of Sales of all Products my % total Balance stays at %. Measure Does not work in this context since we need to place additional filters on specific years in scenario. If you want to CALCULATE percentages correctly down a column of meeting dates each to Contoso!
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