Forum Discussion
YTD performance
- 8 years ago
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
Hi parry2k, our Financial Year goes from July to June the following year.
i.e. From 01st July 2017 to 30th June 2018
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
- RodrigoTXRA8 years agoHelper I
parry2k unbelievable, fantastic solution. It indeed worked for me. I required to make some changes as my Month column was displaying the date type as text for the month description, so i just went back to the original settings and it worked well.
- RodrigoTXRA8 years agoHelper I
parry2k After applying the changes to the other templates I realised that whenever I have two people on the list (The dataset I sent you only had one person), the measures sum up for both users.
i.e. see screen shot below:
It picks up the correct % column, however, on the YTD Avg HR column, it is adding up the percentage for user 1 and user 2
Would you have any thoughts? Or are able to replicate the issue on your end?- parry2k8 years agoSuper User
RodrigoTXRAwe need to update DAX formul to seperate by user, I will get back to you soon.
- RodrigoTXRA8 years agoHelper I
It is much appreciated parry2k it's been great learning new skills with you.
- RodrigoTXRA8 years agoHelper I
Apparently I cannot send too many private messages, please see below
parry2k - "Great, thanks Parry - I don't think there is an area where I can upload a file so I pasted it below.
I have inserted three users in this list below but I will have lists with 10 users at time.
In regards to the learning curve, I hope one day to be able to also give it back to the community, I'm building my skill sets at the moment and attending many meet ups with Power Bi users.Sales Rep User ID FY Appraisal Month Appraisal Month % Sort Quarter Mary Jane ijkl123 Jul-18 107.40% 1 Q1 Mary Jane ijkl123 Aug-18 120.00% 2 Q1 Mary Jane ijkl123 Sep-18 126.21% 3 Q1 Mary Jane ijkl123 Oct-18 120.00% 4 Q2 Mary Jane ijkl123 Nov-18 110.00% 5 Q2 Mary Jane ijkl123 Dec-18 120.00% 6 Q2 Mary Jane ijkl123 Jan-19 110.00% 7 Q3 Mary Jane ijkl123 Feb-19 130.00% 8 Q3 Mary Jane ijkl123 Mar-19 110.00% 9 Q3 Mary Jane ijkl123 Apr-19 140.00% 10 Q4 Mary Jane ijkl123 May-19 137.00% 11 Q4 Mary Jane ijkl123 Jun-19 130.00% 12 Q4 John Smith efgh123 Jul-18 107.40% 1 Q1 John Smith efgh123 Aug-18 120.00% 2 Q1 John Smith efgh123 Sep-18 126.21% 3 Q1 John Smith efgh123 Oct-18 120.00% 4 Q2 John Smith efgh123 Nov-18 110.00% 5 Q2 John Smith efgh123 Dec-18 120.00% 6 Q2 John Smith efgh123 Jan-19 110.00% 7 Q3 John Smith efgh123 Feb-19 130.00% 8 Q3 John Smith efgh123 Mar-19 110.00% 9 Q3 John Smith efgh123 Apr-19 140.00% 10 Q4 John Smith efgh123 May-19 137.00% 11 Q4 John Smith efgh123 Jun-19 130.00% 12 Q4 Rodrigo Teixeira abcd123 Jul-18 107.40% 1 Q1 Rodrigo Teixeira abcd123 Aug-18 120.00% 2 Q1 Rodrigo Teixeira abcd123 Sep-18 126.21% 3 Q1 Rodrigo Teixeira abcd123 Oct-18 120.00% 4 Q2 Rodrigo Teixeira abcd123 Nov-18 110.00% 5 Q2 Rodrigo Teixeira abcd123 Dec-18 120.00% 6 Q2 Rodrigo Teixeira abcd123 Jan-19 110.00% 7 Q3 Rodrigo Teixeira abcd123 Feb-19 130.00% 8 Q3 Rodrigo Teixeira abcd123 Mar-19 110.00% 9 Q3 Rodrigo Teixeira abcd123 Apr-19 140.00% 10 Q4 Rodrigo Teixeira abcd123 May-19 137.00% 11 Q4 Rodrigo Teixeira abcd123 Jun-19 130.00% 12 Q4