Forum Discussion
YTD performance
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
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
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 |