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Amardeep100115
Post Prodigy
Post Prodigy

Running total with daily benchmarking

i would to have running total of survey and daily benchmarking of it. in attached excel file yellow highlighted is an main data of source, next two columns need to create as column or measure in same file 

 

 

Sample data 

AB
1 ACCEPTED SOLUTION
v-angzheng-msft
Community Support
Community Support

Hi, @Amardeep100115 

The desired result can be obtained by creating 3 measures.

Create a measure to get the running total:

Running Total =
CALCULATE (
    SUM ( 'Table'[Survey Count] ),
    FILTER ( ALL ( 'Table' ), 'Table'[Date] <= MAX ( 'Table'[Date] ) )
)

To create a measure to identify the daily benchmark, you can manually change the parameters of this measure if you want.

Daily Benchmark =
VAR Total_Employees = 5000
VAR Target_Rate = 0.9
VAR Amount_of_days = 365
RETURN
    Total_Employees * Target_Rate / Amount_of_days

According to the data you provided, in this case, the current value is 12.3, and I created a card view to display this value

Then we can create another new measure which based on Daily Benchmark to get Benchmark:

Benchmark =
CALCULATE (
    COUNTROWS ( FILTER ( ALL ( 'Table' ), 'Table'[Date] <= MAX ( 'Table'[Date] ) ) ) * 'Table'[Daily Benchmark]
)

Using these measures you can get the view you want.

Result:

v-angzheng-msft_0-1618471779837.pngv-angzheng-msft_1-1618471790605.png

 

 

Is this the result you want? Hope this is useful to you

Please feel free to let me know If you have further questions

 

 

Best Regards,
Community Support Team _ Zeon Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-angzheng-msft
Community Support
Community Support

Hi, @Amardeep100115 

The desired result can be obtained by creating 3 measures.

Create a measure to get the running total:

Running Total =
CALCULATE (
    SUM ( 'Table'[Survey Count] ),
    FILTER ( ALL ( 'Table' ), 'Table'[Date] <= MAX ( 'Table'[Date] ) )
)

To create a measure to identify the daily benchmark, you can manually change the parameters of this measure if you want.

Daily Benchmark =
VAR Total_Employees = 5000
VAR Target_Rate = 0.9
VAR Amount_of_days = 365
RETURN
    Total_Employees * Target_Rate / Amount_of_days

According to the data you provided, in this case, the current value is 12.3, and I created a card view to display this value

Then we can create another new measure which based on Daily Benchmark to get Benchmark:

Benchmark =
CALCULATE (
    COUNTROWS ( FILTER ( ALL ( 'Table' ), 'Table'[Date] <= MAX ( 'Table'[Date] ) ) ) * 'Table'[Daily Benchmark]
)

Using these measures you can get the view you want.

Result:

v-angzheng-msft_0-1618471779837.pngv-angzheng-msft_1-1618471790605.png

 

 

Is this the result you want? Hope this is useful to you

Please feel free to let me know If you have further questions

 

 

Best Regards,
Community Support Team _ Zeon Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Could you please share BI file ?

 

Please

 

AB

Hi, @Amardeep100115 

Please check the sample pbix file. Hope this is useful to you

 

Best Regards,
Community Support Team _ Zeon Zheng
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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