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AlwaysAGooner
Helper I
Helper I

Assessments by QTR overtime

Hi Folks,

 

Looking to create a visual from that can show the assements of IDs by QTR, with few rules applied.

 

Below is what the data would look like. Assements made of IDs.

- If more than one assement made in a QTR then Pick the latest one for the visual

- If no assement done in a QTR then ID not to be counted in that QTR

AlwaysAGooner_0-1742922326701.png

 

Below is a reference of what I need to visualize

AlwaysAGooner_2-1742922461397.png

 

1 ACCEPTED SOLUTION
johnbasha33
Super User
Super User

@AlwaysAGooner 
You can create a DAX measure to get the latest assessment per quarter:
Latest_Assessment =
VAR MaxDate =
CALCULATE(
MAX('Table'[Assessment Date]),
ALLEXCEPT('Table', 'Table'[ID], 'Table'[Quarter])
)
RETURN
CALCULATE(
SELECTEDVALUE('Table'[Assessment Score]),
'Table'[Assessment Date] = MaxDate
)

Did I answer your question? Mark my post as a solution! Appreciate your Kudos !!

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3 REPLIES 3
Ashish_Mathur
Super User
Super User

Hi,

Share data in a format that can be pasted in an MS Excel file.  Also, show the expected result in a simple table format.


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

Hi @AlwaysAGooner please check this measures

 

Latest Assessment =
VAR LatestDate =
    CALCULATE(
        MAX( 'Sheet14'[Date] ),
        ALLEXCEPT( 'Sheet14', 'Sheet14'[Unique ID], 'Date'[Qtr Year] )
    )
RETURN
    CALCULATE(
        SELECTEDVALUE( 'Sheet14'[Level] ),
        'Sheet14'[Date] = LatestDate
    )
 
 
Assessment Count =
COUNTROWS(
    FILTER( 'Sheet14', 'Sheet14'[Level] = [Latest Assessment] )
)
johnbasha33
Super User
Super User

@AlwaysAGooner 
You can create a DAX measure to get the latest assessment per quarter:
Latest_Assessment =
VAR MaxDate =
CALCULATE(
MAX('Table'[Assessment Date]),
ALLEXCEPT('Table', 'Table'[ID], 'Table'[Quarter])
)
RETURN
CALCULATE(
SELECTEDVALUE('Table'[Assessment Score]),
'Table'[Assessment Date] = MaxDate
)

Did I answer your question? Mark my post as a solution! Appreciate your Kudos !!

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