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Brianoreilly's avatar
Brianoreilly
Helper II
8 years ago
Solved

Aggregating based on 2 Groupings

Hi All,

 

I have a scenario where I need to calculate the "% of Projects that meet our Customer Satisfaction Score" of greater than or equal to 5 and show the result in a Card Visual. This needs to be done on a monthly basis. 

 

 

The lowest granular level of information is Date & Respondent. 

As you can have multiple Respondents & Dates per each Project, I first need to calculate the Average Score Per Each Project Per Each Month.

For instance "Acme Project" average  = (7+4)/2 = 5.5 =Meets Satisfaction Score in January.

 

I then need to formulate: 

 

CountIF( (Average of Project)>=5))

         Count of All Projects

 

Is there an easy way to do this.

I have tried SumX and Summarize functions but to no avail.

I also attempted to create a Projects and Date Table and do a lookup.

 

Would really appreciate any help, as the month end is approaching and will need for next Monday. 

 

Thanks,

Brian

 

 

  • Hi Brianoreilly,

     

    You can create new calculated column below: 

     

    Date(M-Y) = FORMAT('Table1'[Date],"MMM") & "-" & YEAR('Table1'[Date])

     

    Then create a measure to return project satisfaction: 

     

    Project Satisfaction = var temp=SUMMARIZE('Table1','Table1'[Date(M-Y)],'Table1'[Project],"Ave",AVERAGE('Table1'[Satisfaction Score]))
    return
    DIVIDE(COUNTX(FILTER(temp,[Ave]>=5),[Ave]),COUNTROWS(temp))

     

     

    Best Regards,
    Qiuyun Yu 

7 Replies

  • Hi All,

     

    I have a scenario where I need to calculate the "% of Projects that meet our Customer Satisfaction Score" >= to 5 and show the result in a Card Visual. This needs to be done on a monthly basis. 

     

    The lowest granular level of information is Date & Respondent. 

     

     

     

    As you can have multiple Respondents & Dates per each Project, I first need to calculate the Average Score Per Each Project Per Each Month.

    For instance "Acme Project" average  = (7+4)/2 = 5.5 =Meets Satisfaction Score in January.

     

     

    The lowest granular level of information is Date & Respondent. 

    As you can have multiple Respondents & Dates per each Project, I first need to calculate the Average Score Per Each Project Per Each Month.

    For instance "Acme Project" average  = (7+4)/2 = 5.5 =Meets Satisfaction Score in January.

     

    I then need to formulate: 

     

    CountIF( (Average of Project)>=5))

             Count of All Projects

     

    Is there an easy way to do this.

    I have tried SumX and Summarize functions but to no avail.

    I also attempted to create a Projects and Date Table and do a lookup.

     

    Would really appreciate any help, as the month end is approaching and will need for next Monday. 

     

    Thanks,

    Brian

  • Hey,

     

    please provide the data in an easy to reproduce format by preparing a pbix file upload the to onedrive or dropbox, and share the link here.

     

    Regards

    Tom

    • Brianoreilly's avatar
      Brianoreilly
      Helper II

      Hi Tom, 

       

      Thank you so much for the assistance. 

      I really appreciate it. 

       

      The solution provided by the moderator actually worked and meets my needs. 

       

      Thanks again, 

      Regards,

      Brian.

  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    Community Support

    Hi Brianoreilly,

     

    You can create new calculated column below: 

     

    Date(M-Y) = FORMAT('Table1'[Date],"MMM") & "-" & YEAR('Table1'[Date])

     

    Then create a measure to return project satisfaction: 

     

    Project Satisfaction = var temp=SUMMARIZE('Table1','Table1'[Date(M-Y)],'Table1'[Project],"Ave",AVERAGE('Table1'[Satisfaction Score]))
    return
    DIVIDE(COUNTX(FILTER(temp,[Ave]>=5),[Ave]),COUNTROWS(temp))

     

     

    Best Regards,
    Qiuyun Yu 

    • Brianoreilly's avatar
      Brianoreilly
      Helper II

      Hi Qiuyun Yu , 

       

       

      Thank you so much for the solution. 

       

      There was no way in hell, I would of figured that out by myself. 

       

      Appreciate your diligent work. 

       

      Kind Regards, 

      Brian. 

  • dhusanth's avatar
    dhusanth
    Frequent Visitor

    Hi,

     

    I have an instance where i have to use Multiple Lines in secondary axis.

    I am expecting to draw a chart like below in power bi, but i could find option. In the line and clustered column chart, i am able to get only one line in secondary axis.

     

    Please help me on this.