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greemlin's avatar
greemlin
Frequent Visitor
9 years ago
Solved

Year to date average

Hi, I'm a recent user of PowerBI, and I have a question to build a report based on the Billable activities VS non Billable activities I've got the source as follow with the date of the activity, ...
Need Help
  • BetterCallFrank's avatar
    BetterCallFrank
    9 years ago

    Hey Nicolas,

     

    this apporach should work fine for you:

     

    1) create a Date table without "holes" - prerequisite for the time intelligence to work properly

        easiest way is to create a calculated table with the pattern

    Date = CALENDAR( MIN( YourData[Start Date] ), MAX( YourData[Start Date] ) )

    2) create a relationship between your data and the new date table

     

    3) create a Measure that calculates the percentage for a given month:

      for example:

    Duration Billable Pct = 
DIVIDE(
  CALCULATE(
    SUM( YourData[Duration] ),
    YourData[Category] = "billable"
  ),
  CALCULATE(
    SUM( YourData[Duration] ),
    ALL( YourData[Category] )
  )
)

     

    4) create a Measure that will give you the YTD/Running total of that Percentage, for example:

      

    Duration Billable Pct YTD = TOTALYTD( [Duration Billable Pct], 'Date'[Date] )

     

    Should result in sth like this:

     

     

    Give it a try and let me know if it helps :-)

     

     

BetterCallFrank's avatar
BetterCallFrank
Icon for Resolver IV rankResolver IV
9 years ago

Hey Nicolas,

 

this apporach should work fine for you:

 

1) create a Date table without "holes" - prerequisite for the time intelligence to work properly

    easiest way is to create a calculated table with the pattern

Date = CALENDAR( MIN( YourData[Start Date] ), MAX( YourData[Start Date] ) )

2) create a relationship between your data and the new date table

 

3) create a Measure that calculates the percentage for a given month:

  for example:

Duration Billable Pct = 
DIVIDE(
  CALCULATE(
    SUM( YourData[Duration] ),
    YourData[Category] = "billable"
  ),
  CALCULATE(
    SUM( YourData[Duration] ),
    ALL( YourData[Category] )
  )
)

 

4) create a Measure that will give you the YTD/Running total of that Percentage, for example:

  

Duration Billable Pct YTD = TOTALYTD( [Duration Billable Pct], 'Date'[Date] )

 

Should result in sth like this:

 

 

Give it a try and let me know if it helps :-)

 

 

  • greemlin's avatar
    greemlin
    Frequent Visitor
    9 years ago

    Hi

     

    Thank you for the fast reply.

    It works perfectly.


    I'll still try to understand the second method suggested to me for my knowledge, I'll also let you know if I succeed :)

     

    Again, thank you all,

    Nicolas

     

    • BetterCallFrank's avatar
      BetterCallFrank
      Icon for Resolver IV rankResolver IV
      9 years ago

      Hi Nicolas,

       

      in order to not use ALL you can write

      Duration Billable Pct = 
DIVIDE(
  CALCULATE(
    SUM( 'MOCK_DATA csv'[Duration] ),
    'MOCK_DATA csv'[Category] = "billable"
  ),
  CALCULATE(
    SUM( 'MOCK_DATA csv'[Duration] ),
    OR('MOCK_DATA csv'[Category] = "billable", 'MOCK_DATA csv'[Category] = "non billable" )
  )
)

      HTH,

      Frank

       

      Please mark as solution and send Kudos if you learned a thing or two :)

    • tringuyenminh92's avatar
      tringuyenminh92
      Icon for Memorable Member rankMemorable Member
      9 years ago

      Hi greemlin,

       

      You could remove not related group in Group by step:

       

       

      B = SUMMARIZE(Activities,Activities[Month],Activities[MonthInt],"Bill",CALCULATE(sum(Activities[Activity Duration]),Activities[ActivitySimplied]="Others" && [groupcolumn] <> 'filtergrouphere'),"Non",CALCULATE(sum(Activities[Activity Duration]),Activities[ActivitySimplied]<>"Others" && [groupcolumn]='filtergrouphere' )

       

       

       

  • DivyahsreeM's avatar
    DivyahsreeM
    Regular Visitor
    8 years ago

    Hello,

    Am very new to Power BI and i got requirement to calculate YTD. i followed the same steps to calculate YTD.. in my Table i have three columns(two columns are unpivoted columns, like success, error, all respective vaues for the same) Other column is list of months.. i have to calculate YTD of Vaues..  
    i have craeted one Date Table with one column which contains date frmo 01/01/2017 to 31/12/2017.
    then i created one calculated column which is of the data type date respectively for each month, and i hvae careted the relationship between them,

    now i have to create the Measure, 
    requirement is just need to add the values of different attribute respective of month and its previous months value..
    am bit confused how to calculate the measure

    Duration Billable Pct = 
DIVIDE(
  CALCULATE(
    SUM( YourData[Duration] ),
    YourData[Category] = "billable"
  ),
  CALCULATE(
    SUM( YourData[Duration] ),
    ALL( YourData[Category] )
  )
)