Calculating Percentage Complete with monthly requirement

[tnevarez]

Hello!  I am needing help calculating percentage complete with a few variables...we have a requirement of 2 observations each month however I have other individuals that complete more than the requirement some months.  I also have a date slicer in place so that supervisors are able to view their employees observations not only at the month level but can roll up to quarterly and yearly data.

I am needing to calculate an employees % complete monthly based on the 2/month requirement so that when a supervisor selects all their employees with any given date range in the slicer, it will show the accurate total % complete.  

I tried writing a measure to only return a number of 2 when an individual completes more than 2, however that number stays static and will not update when more than one month is selected. I was also trying to use that measure so that when a supervisor looks at their group of employees, the ones that completed more than the requirement didn't offset those that didn't meet requierment but it's not calculating correctly that way and I believe I need to calculate it at the employee by month level so that any slicer will update.

Please help!!

Thanks!

[tnevarez]

Link to GoogleDrive for test file data

https://drive.google.com/file/d/1FQmpjfdwTiLdRob70KEOyvBEg0wCYffF/view?usp=sharing

[gmsamborn]

Hi @tnevarez 

I would like to help but I'm a little unclear about your requirements.

Can you show the following?

1)  Please provide sample data that covers your issue or question completely.
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...

2) Please show the expected outcome based on the sample data you provided.
https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

3) Please explain how you would expect to get from step 1 to 2.

4) If possible, please show your past attempts at a solution.

I hope this helps.

[tnevarez]

I apologize for the delay in responding...I had to remove sensitive data and re-create a basic copy of my file.  

 I have attached a link to my desktop file for viewing.  This includes 2023 data with employees and supervisors.  Upon inspection, you will notice that the requirement is 2 observations per month.  Some employees do not meet requirement (with either 0 or 1 observation) while others go above the requirement and complete more.  In calculating % complete, this alters the result sometimes showing that certain employees or supervisors are >100% complete.   

- When filtering by employee, the greatest % complete needs to be 100

- When filtering by supervisor, those that completed more than the required 2 per month, only need to have 2 calculated in the equation so that they are not making up for those that did not meet requirement.  I wrote a measure to try and resolve that by only counting 2 when the total observation count >=2, however it counts a static 2 in the totals.  This measure also will not work when selecting more that just one month in the date slicer (for example a supervisor wants to view his team's results on meeting requirement for more than one month at a time.

Please let me know if you need further information to help and thanks in advance!!  (I have been stumped on this for months!)

https://drive.google.com/file/d/1FQmpjfdwTiLdRob70KEOyvBEg0wCYffF/view?usp=sharinghttps://oxyinc-my....

[gmsamborn]

Hi @tnevarez 

I wasn't able to access the file.  Please upload to a cloud service like OneDrive, GoogleDrive, WeTransfer, DropBox etc and share the link to the file.  Please make sure that you give appropriate privileges.