Forum Discussion
YTD performance
Hi All
I'm trying to replicate a calculation I have in excel into Power BI.
Long story short, I have a table which display what the performance is for each month (see screen shots) and a second column YTD where it displays the performance depending on the month.
i.e. If we had 100% in July and 120 % in August, then the YTD column would display 100% for July and 110% for August as August is the sum of July and August percentages divided by 2.
Then if it was september, it would be divided by 3 and so on.
I know how to create this calculation in Excel, but would any of you know how to do in Power BI?
See screen shots
RodrigoTXRAHere is something I put together to give you an idea, logically you should have a FIscal Date DImension in model for time intelligence and this kind of calculation, but I guess this will get you started.
Cheers!!!
P
11 Replies
RodrigoTXRACan you share the sample data set and will get back to you with the solution. Thanks!
Hi Parry
Thanks for the quick reply, please find below the dataset.
When i paste, the headers are deleted but it is as follows:
Sales Rep | User ID | FY Appraisal Month | Appraisal Month % | YTD | Sort | QuarterFull Name xxxxxxxxxxxxx Jul-18 100.00% 100.00% 1 Q1 Full Name xxxxxxxxxxxxx Aug-18 120.00% 110.00% 2 Q1 Full Name xxxxxxxxxxxxx Sep-18 126.21% 115.40% 3 Q1 Full Name xxxxxxxxxxxxx Oct-18 120.00% 116.55% 4 Q2 Full Name xxxxxxxxxxxxx Nov-18 110.00% 115.24% 5 Q2 Full Name xxxxxxxxxxxxx Dec-18 120.00% 116.04% 6 Q2 Full Name xxxxxxxxxxxxx Jan-19 110.00% 115.17% 7 Q3 Full Name xxxxxxxxxxxxx Feb-19 130.00% 117.03% 8 Q3 Full Name xxxxxxxxxxxxx Mar-19 110.00% 116.25% 9 Q3 Full Name xxxxxxxxxxxxx Apr-19 140.00% 118.62% 10 Q4 Full Name xxxxxxxxxxxxx May-19 137.00% 120.29% 11 Q4 Full Name xxxxxxxxxxxxx Jun-19 130.00% 121.10% 12 Q4 RodrigoTXRAwill look at this later today and get back to you.
