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Radz2707
Regular Visitor

Urgently need help , with Calculating 4 Quarter Rolling % Of NPS Groups.

Saturday

Here's my Sample data ,

Index Year Quarter Response Date NPS Group

12025 Q12025-01-15Promoter
22025 Q12025-01-15Passive
32025 Q12025-01-15Detractor
42025 Q12025-01-22Promoter
52025 Q12025-01-22Passive
62025 Q12025-01-22Detractor
72025 Q12025-01-29Promoter
82025 Q12025-01-29Passive
92025 Q12025-01-29Detractor
102025 Q22025-04-05Promoter
112025 Q22025-04-05Passive
122025 Q22025-04-05Detractor
132025 Q22025-04-12Promoter
142025 Q22025-04-12Passive
152025 Q22025-04-12Detractor
162025 Q22025-04-19Promoter
172025 Q22025-04-19Passive
182025 Q22025-04-19Detractor
192025 Q32025-07-10Promoter
202025 Q32025-07-10Passive
212025 Q32025-07-10Detractor
222025 Q32025-07-17Promoter
232025 Q32025-07-17Passive
242025 Q32025-07-17Detractor
252025 Q32025-07-24Promoter
262025 Q32025-07-24Passive
272025 Q32025-07-24Detractor
282025 Q42025-10-05Promoter
292025 Q42025-10-05Passive
302025 Q42025-10-05Detractor

 

In need to calculate % of Promoters , Passive , Detractors in Power BI , 
The formula for Promoter % is (Count of Promoters / Total Count )*100 
My requirement is if I click on 2024 Q3, My Rolling $ Quarter _ Promoter % =  ( Count of Promoters  for Q3 2024 +Q2 2024+Q1 2024+Q4 2023)/(Total Count for  Q3 2024 +Q2 2024+Q1 2024+Q4 2023)*100

In the above sample data i have pasted if I click Q4 2024 in my slicer , I should get Rolling Promoter % ( Q4 2024+Q3 2024+Q2 2024+ Q1 2024)
My output should be in the below format :

Year Quarter Promoter % Passive % Detractor %

2025 Q'1   
2025 Q'2   
2025 Q'3   
2025 Q'4   
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Akash_Varuna
Community Champion
Community Champion

yesterday

Hi @Radz2707 For this please follow these steps 

  1. Create a Rolling Total measure for each NPS group using CALCULATE and FILTER to include the last 4 quarters:

    Rolling Total Promoters = CALCULATE(COUNTROWS(tblProjects), FILTER(ALL(tblProjects), tblProjects[Year-Quarter] <= MAX(tblProjects[Year-Quarter]) && tblProjects[Year-Quarter] > MAX(tblProjects[Year-Quarter]) - 4), tblProjects[NPS Group] = "Promoter")

  2. Create a Rolling Total All measure for the total count across all groups similarly.

  3. Define percentage measures, e.g., Promoter % = DIVIDE([Rolling Total Promoters], [Rolling Total All], 0) * 100.

  4. Use a matrix visual with Year-Quarter in rows and the percentage measures in values; filter using a slicer.

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