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jambopriti
Helper I
1 year ago
Solved

Month over Month analysis for survey Data

Hello,

I'm a new bee and learning Power BI.

I have a survey data where user needs only top 2 responses month over month analysis.

Ex: in the data Q 111, combine count of top 2 response (Very satisfied, satisfied) and convert into %.

The targeted % value is 80%

I need the month over month analysis of % of top 2 responses combine in a graph with creation_date slicer. Please guide. the test data is included. Thanks.

ex: 

Question IDRespondant_idcreation_dateCreation_Date_Formattedquestionanswer
11157512024-08-29T07:23:12.0002024-08-29How satisfied are you with the web site experience?Very Satisfied
11257512024-08-29T07:23:12.0002024-08-29With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very easy
11157522024-08-29T16:04:51.0002024-08-29How satisfied are you with the web site experience?Satisfied
11257522024-08-29T16:04:51.0002024-08-29With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very easy
11157532024-08-29T21:20:46.0002024-08-29How satisfied are you with the web site experience?Very Satisfied
11257532024-08-29T21:20:46.0002024-08-29With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very easy
11157602024-08-30T20:16:49.0002024-08-30How satisfied are you with the web site experience?Very Satisfied
11257602024-08-30T20:16:49.0002024-08-30With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Easy
11157612024-08-31T12:37:10.0002024-08-31How satisfied are you with the web site experience?Satisfied
11257612024-08-31T12:37:10.0002024-08-31With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Neither easy nor difficult
11157622024-09-01T10:04:04.0002024-09-01How satisfied are you with the web site experience?Very Satisfied
11257622024-09-01T10:04:04.0002024-09-01With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very easy
11157632024-09-03T07:35:49.0002024-09-03How satisfied are you with the web site experience?Neutral
11257632024-09-03T07:35:49.0002024-09-03With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Easy
11157642024-09-03T08:55:29.0002024-09-03How satisfied are you with the web site experience?Very Satisfied
11257642024-09-03T08:55:29.0002024-09-03With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very easy
11157672024-09-04T10:10:18.0002024-09-04How satisfied are you with the web site experience?Very Satisfied
11257672024-09-04T10:10:18.0002024-09-04With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very easy
11157692024-09-04T19:21:48.0002024-09-04How satisfied are you with the web site experience?Satisfied
11257692024-09-04T19:21:48.0002024-09-04With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Difficult
11157702024-09-05T03:09:33.0002024-09-05How satisfied are you with the web site experience?Very Satisfied
11257702024-09-05T03:09:33.0002024-09-05With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very easy
11157722024-09-09T09:09:38.0002024-09-09How satisfied are you with the web site experience?Satisfied
11257722024-09-09T09:09:38.0002024-09-09With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Neither easy nor difficult
11157752024-09-10T15:16:03.0002024-09-10How satisfied are you with the web site experience?Very Satisfied
11257752024-09-10T15:16:03.0002024-09-10With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very easy
11157762024-09-11T08:24:41.0002024-09-11How satisfied are you with the web site experience?Satisfied
11257762024-09-11T08:24:41.0002024-09-11With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Neither easy nor difficult
11157782024-09-13T00:00:55.0002024-09-13How satisfied are you with the web site experience?Very Satisfied
11257782024-09-13T00:00:55.0002024-09-13With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Easy
11157792024-09-14T04:28:49.0002024-09-14How satisfied are you with the web site experience?Very Satisfied
11257792024-09-14T04:28:49.0002024-09-14With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very easy
11157802024-09-15T07:51:52.0002024-09-15How satisfied are you with the web site experience?Very Satisfied
11257802024-09-15T07:51:52.0002024-09-15With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Neither easy nor difficult
11157812024-09-16T00:32:06.0002024-09-16How satisfied are you with the web site experience?Satisfied
11257812024-09-16T00:32:06.0002024-09-16With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Easy
11157832024-09-16T18:14:51.0002024-09-16How satisfied are you with the web site experience?Very Satisfied
11257832024-09-16T18:14:51.0002024-09-16With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very easy
11157852024-09-18T10:40:47.0002024-09-18How satisfied are you with the web site experience?Satisfied
11257852024-09-18T10:40:47.0002024-09-18With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Easy
11157872024-09-19T22:05:19.0002024-09-19How satisfied are you with the web site experience?Neutral
11257872024-09-19T22:05:19.0002024-09-19With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Neither easy nor difficult
11157882024-09-20T01:51:01.0002024-09-20How satisfied are you with the web site experience?Very Satisfied
11257882024-09-20T01:51:01.0002024-09-20With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Easy
11157892024-09-23T02:48:04.0002024-09-23How satisfied are you with the web site experience?Neutral
11257892024-09-23T02:48:04.0002024-09-23With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Neither easy nor difficult
11157902024-09-23T12:41:25.0002024-09-23How satisfied are you with the web site experience?Very Satisfied
11257902024-09-23T12:41:25.0002024-09-23With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping  to on the site today?Very difficult
11157912024-09-23T14:22:50.0002024-09-23How satisfied are you with the web site experience?Very Satisfied
  • Hi jambopriti ,

     

    To perform a month-over-month analysis of the top two responses in your survey data using Power BI, start by importing the dataset and ensuring that a date table is available for time-based calculations. Since we are only interested in question 111, which asks, "How satisfied are you with the website experience?", the first step is to create a measure that counts the responses where the answer is either "Very Satisfied" or "Satisfied". This can be achieved using the following DAX formula:

    Top2ResponsesCount = 
    CALCULATE(
        COUNT('Survey Data'[Respondant_id]),
        'Survey Data'[question] = "How satisfied are you with the web site experience?",
        'Survey Data'[answer] IN {"Very Satisfied", "Satisfied"}
    )
    

    Next, we need a measure that calculates the total number of responses for question 111 in each month. This will serve as the denominator for calculating the percentage of top responses.

    TotalResponses = 
    CALCULATE(
        COUNT('Survey Data'[Respondant_id]),
        'Survey Data'[question] = "How satisfied are you with the web site experience?"
    )
    

    To determine the percentage of top two responses per month, divide the count of top responses by the total responses using the following measure:

    Top2ResponsesPercentage = 
    DIVIDE([Top2ResponsesCount], [TotalResponses], 0)
    

    Now, to analyze the month-over-month change in this percentage, we create another measure that calculates the difference between the current month’s percentage and the previous month’s percentage.

    MoM_Change = 
    VAR CurrentMonth = [Top2ResponsesPercentage]
    VAR PreviousMonth = CALCULATE(
        [Top2ResponsesPercentage], 
        PREVIOUSMONTH('DateTable'[Date])
    )
    RETURN 
    IF(NOT(ISBLANK(PreviousMonth)), CurrentMonth - PreviousMonth, BLANK())
    

    With these measures in place, you can create a line chart where the X-axis represents the Creation_Date_Formatted in a month-year format, and the Y-axis represents the Top2ResponsesPercentage. To enhance the visualization, add a target line at 80% from the analytics pane. A slicer can be included to allow filtering by the Creation_Date_Formatted field, providing an interactive way to analyze the trends over time. This approach enables a clear visualization of whether user satisfaction is meeting or exceeding the 80% target month-over-month.

     

    Best regards,

2 Replies

  • Hi jambopriti ,

     

    To perform a month-over-month analysis of the top two responses in your survey data using Power BI, start by importing the dataset and ensuring that a date table is available for time-based calculations. Since we are only interested in question 111, which asks, "How satisfied are you with the website experience?", the first step is to create a measure that counts the responses where the answer is either "Very Satisfied" or "Satisfied". This can be achieved using the following DAX formula:

    Top2ResponsesCount = 
    CALCULATE(
        COUNT('Survey Data'[Respondant_id]),
        'Survey Data'[question] = "How satisfied are you with the web site experience?",
        'Survey Data'[answer] IN {"Very Satisfied", "Satisfied"}
    )
    

    Next, we need a measure that calculates the total number of responses for question 111 in each month. This will serve as the denominator for calculating the percentage of top responses.

    TotalResponses = 
    CALCULATE(
        COUNT('Survey Data'[Respondant_id]),
        'Survey Data'[question] = "How satisfied are you with the web site experience?"
    )
    

    To determine the percentage of top two responses per month, divide the count of top responses by the total responses using the following measure:

    Top2ResponsesPercentage = 
    DIVIDE([Top2ResponsesCount], [TotalResponses], 0)
    

    Now, to analyze the month-over-month change in this percentage, we create another measure that calculates the difference between the current month’s percentage and the previous month’s percentage.

    MoM_Change = 
    VAR CurrentMonth = [Top2ResponsesPercentage]
    VAR PreviousMonth = CALCULATE(
        [Top2ResponsesPercentage], 
        PREVIOUSMONTH('DateTable'[Date])
    )
    RETURN 
    IF(NOT(ISBLANK(PreviousMonth)), CurrentMonth - PreviousMonth, BLANK())
    

    With these measures in place, you can create a line chart where the X-axis represents the Creation_Date_Formatted in a month-year format, and the Y-axis represents the Top2ResponsesPercentage. To enhance the visualization, add a target line at 80% from the analytics pane. A slicer can be included to allow filtering by the Creation_Date_Formatted field, providing an interactive way to analyze the trends over time. This approach enables a clear visualization of whether user satisfaction is meeting or exceeding the 80% target month-over-month.

     

    Best regards,

    • jambopriti's avatar
      jambopriti
      Helper I

      Thank you so much DataNinja777.

      I love the way you explained section by section and that is so helpful for new-bee like me. Appreciate it.

      I followed and not getting the result I need. I have the test.pbix created and don't know how to post it. would you please guide and also if you can check the pbix I created? Thank you.