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Helper I

## Plot running totals to same start date/period

Hello everyone,

The situation is that the company I am working for has employees who each complete a number of jobs (of various values) each day. I have compiled a straightforward set of running total measures to demonstrate which employees hit the ground running so to speak and which took longer. However, it is very difficult to do a direct comparison as pretty much everyone started on different dates, sometimes years apart. I am looking to create something like a 'first 3 months' comparison of all employees, but obviously anything I do currently doesn't work as it is calculating and therefore plotting the graphs based on date.

Is there a way to do this, say by turning each day worked for each employee into 1, 2, 3 etc. and then plotting a running total against that?

Any help would be appreciated.

7 REPLIES 7
Super User

@HarryS  Please share the sample data and expected output.

Regards,
Nandu Krishna

Helper I

Hi, thanks for responding.

Data looks like this essentially (simplified):

 Date Job number Job value Employee 01/01 1 10 Dave 01/01 2 12 Dave 02/01 3 10 Gary 04/01 4 25 Ben 04/01 5 15 Dave 04/01 6 20 Dave

From this, we have simple running totals of each employee:
Value running total in Date =
CALCULATE(
SUM('Cleans'[Value]),
FILTER(
ALLSELECTED('Date'[Date]),
ISONORAFTER('Date'[Date], MAX('Date'[Date]), DESC)
)
)

Which looks like this (untidy but you get the idea):

What we would like to do is compare each employee as if they started on the same day. We basically want to know what an average 'first 3 months' looks like so we can set appropriate targets and tailor training.

I hope this makes sense.

Community Support

Hi @HarryS ,

I am not clear about your requirement, if possible could you please explain the "first 3 month" to me (rolling value , or first 3 month of each customers or other thing)? And could you please inform me more detailed information(such as your expected output and your sample data )? Then I will help you more correctly.

Thanks for your understanding and support.
Best Regards,
Zoe Zhi

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Helper I

Hello,

I will try and make it more clear. It doesn't really matter about running total or some other way of measuring performance, because the important thing is displaying the data as if the employees started work on the same day. Imagine that we have three employees - one started the job in March, one in May, and one in June. What we want to do is compare their first three months against one another directly. However, if you plot their sales data (for example), then the first employee's first three months would run March, April, May, the second's May, June, July and the third's June, July, August, and you won't be able to compare them directly against one another without creating separate graphs. What we would like is to produce a graph where all employee's 'start dates' are the same, and then we can compare how quickly they began to hit target etc.

So the expected output would be a line graph, with running total or weekly average for example, but where all employees' lines start at the same point on the X axis (regardless of what date they actually started at the company).

Community Support

Hi @HarryS ,

I am not sure whether this is what you want, you could refer to my sample for details , and if this is not waht you want, please correct me.

Thanks for your understanding and support.
Best Regards,
Zoe Zhi

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Helper I

Hello Zoe Zhi,

Thanks for taking the time to put that together. Unfortunately, it's not what I'm after. I would like all of the employees to be plotted on the graph, starting from the same point. So even if one doesn't start until two months after the other, we can view them side by side as if they started on the same day. A good analogy might be comparing football players from different eras, say Paul Scholes and Glenn Hoddle. Even though they didn't play at the same time, you could compare their careers side by side by starting at the first game for each, seeing how many goals they scored in their first season etc. It's really just the visualisation of this we need, so possibly a measure for giving each employee an ascending number per job they complete would work?

Community Support

Hi @HarryS ,

If possible, could you please inform me your expected output?

Best Regards,
Zoe Zhi

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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