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wnicholl
Resolver II
Resolver II
Partially syndicated - Outbound

Add date to calculated measure.

Is it possible to add a date to this measure? I need to see the retention rate show for a full year Jan 2024 to Dec 2024. 

 

Retention Rate = DIVIDE(AISCVGP[Total Bound (Active)],AISCVGP[Total Available])
 
Thank you!
1 ACCEPTED SOLUTION

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Hi,

Does this measure work?

2024 Retention % =
CALCULATE(
    DIVIDE(AISCVGP[Total Bound (Active)], AISCVGP[Total Available]),
    FILTER('AISCVGP', [ACSTA] IN {"ACT", "CAN", "CLO", "LER", "NON", "PEN"}),
    FILTER('AISCVGP', [ACNOR] = "R"),
    FILTER('AISCVGP', [ACPROD] IN {"APL", "CPA"}),
    DATESBETWEEN('Calendar'[Date], DATE(2024,01,01), DATE(2024,12,31))
)

Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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4 REPLIES 4
wnicholl
Resolver II
Resolver II

Syndicated - Outbound

I tried to create a visual that shows year (2023) over year (2024), and my measure is not producing the correct %. 

 

wnicholl_0-1714164687311.png

My current measure for 2024 is below. I only really need just this measure "Retention Rate = DIVIDE(AISCVGP[Total Bound (Active)],AISCVGP[Total Available])" with a date. I'm going to remove the filters.

 

2024 Retention % =
CALCULATE(
    DIVIDE(AISCVGP[Total Bound (Active)], AISCVGP[Total Available]),
    FILTER('AISCVGP', [ACSTA] IN {"ACT", "CAN", "CLO", "LER", "NON", "PEN"}),
    FILTER('AISCVGP', [ACNOR] = "R"),
    FILTER('AISCVGP', [ACPROD] IN {"APL", "CPA"}),
    ALL(AISCVGP[ACCUS#]),
    DATESBETWEEN('Calendar'[Date], DATE(2024,01,01), DATE(2024,12,31))
)

  

 

 

Syndicated - Outbound

Hi,

Does this measure work?

2024 Retention % =
CALCULATE(
    DIVIDE(AISCVGP[Total Bound (Active)], AISCVGP[Total Available]),
    FILTER('AISCVGP', [ACSTA] IN {"ACT", "CAN", "CLO", "LER", "NON", "PEN"}),
    FILTER('AISCVGP', [ACNOR] = "R"),
    FILTER('AISCVGP', [ACPROD] IN {"APL", "CPA"}),
    DATESBETWEEN('Calendar'[Date], DATE(2024,01,01), DATE(2024,12,31))
)

Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Syndicated - Outbound

Thanks for your reply!  

vanessafvg
Super User
Super User

Syndicated - Outbound

if you have a date taable and that date link to a date in your table thaat hold the retention date, then all you need to do is filter on the current year.  

 

Unless I misunderstanding what you are asking.    Can you share what you are doing?  you can add the date but one would need to understand what you have in your model.

 





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