Forum Discussion
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 ID | Respondant_id | creation_date | Creation_Date_Formatted | question | answer |
| 111 | 5751 | 2024-08-29T07:23:12.000 | 2024-08-29 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5751 | 2024-08-29T07:23:12.000 | 2024-08-29 | With 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 |
| 111 | 5752 | 2024-08-29T16:04:51.000 | 2024-08-29 | How satisfied are you with the web site experience? | Satisfied |
| 112 | 5752 | 2024-08-29T16:04:51.000 | 2024-08-29 | With 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 |
| 111 | 5753 | 2024-08-29T21:20:46.000 | 2024-08-29 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5753 | 2024-08-29T21:20:46.000 | 2024-08-29 | With 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 |
| 111 | 5760 | 2024-08-30T20:16:49.000 | 2024-08-30 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5760 | 2024-08-30T20:16:49.000 | 2024-08-30 | With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping to on the site today? | Easy |
| 111 | 5761 | 2024-08-31T12:37:10.000 | 2024-08-31 | How satisfied are you with the web site experience? | Satisfied |
| 112 | 5761 | 2024-08-31T12:37:10.000 | 2024-08-31 | With 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 |
| 111 | 5762 | 2024-09-01T10:04:04.000 | 2024-09-01 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5762 | 2024-09-01T10:04:04.000 | 2024-09-01 | With 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 |
| 111 | 5763 | 2024-09-03T07:35:49.000 | 2024-09-03 | How satisfied are you with the web site experience? | Neutral |
| 112 | 5763 | 2024-09-03T07:35:49.000 | 2024-09-03 | With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping to on the site today? | Easy |
| 111 | 5764 | 2024-09-03T08:55:29.000 | 2024-09-03 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5764 | 2024-09-03T08:55:29.000 | 2024-09-03 | With 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 |
| 111 | 5767 | 2024-09-04T10:10:18.000 | 2024-09-04 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5767 | 2024-09-04T10:10:18.000 | 2024-09-04 | With 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 |
| 111 | 5769 | 2024-09-04T19:21:48.000 | 2024-09-04 | How satisfied are you with the web site experience? | Satisfied |
| 112 | 5769 | 2024-09-04T19:21:48.000 | 2024-09-04 | With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping to on the site today? | Difficult |
| 111 | 5770 | 2024-09-05T03:09:33.000 | 2024-09-05 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5770 | 2024-09-05T03:09:33.000 | 2024-09-05 | With 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 |
| 111 | 5772 | 2024-09-09T09:09:38.000 | 2024-09-09 | How satisfied are you with the web site experience? | Satisfied |
| 112 | 5772 | 2024-09-09T09:09:38.000 | 2024-09-09 | With 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 |
| 111 | 5775 | 2024-09-10T15:16:03.000 | 2024-09-10 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5775 | 2024-09-10T15:16:03.000 | 2024-09-10 | With 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 |
| 111 | 5776 | 2024-09-11T08:24:41.000 | 2024-09-11 | How satisfied are you with the web site experience? | Satisfied |
| 112 | 5776 | 2024-09-11T08:24:41.000 | 2024-09-11 | With 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 |
| 111 | 5778 | 2024-09-13T00:00:55.000 | 2024-09-13 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5778 | 2024-09-13T00:00:55.000 | 2024-09-13 | With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping to on the site today? | Easy |
| 111 | 5779 | 2024-09-14T04:28:49.000 | 2024-09-14 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5779 | 2024-09-14T04:28:49.000 | 2024-09-14 | With 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 |
| 111 | 5780 | 2024-09-15T07:51:52.000 | 2024-09-15 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5780 | 2024-09-15T07:51:52.000 | 2024-09-15 | With 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 |
| 111 | 5781 | 2024-09-16T00:32:06.000 | 2024-09-16 | How satisfied are you with the web site experience? | Satisfied |
| 112 | 5781 | 2024-09-16T00:32:06.000 | 2024-09-16 | With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping to on the site today? | Easy |
| 111 | 5783 | 2024-09-16T18:14:51.000 | 2024-09-16 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5783 | 2024-09-16T18:14:51.000 | 2024-09-16 | With 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 |
| 111 | 5785 | 2024-09-18T10:40:47.000 | 2024-09-18 | How satisfied are you with the web site experience? | Satisfied |
| 112 | 5785 | 2024-09-18T10:40:47.000 | 2024-09-18 | With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping to on the site today? | Easy |
| 111 | 5787 | 2024-09-19T22:05:19.000 | 2024-09-19 | How satisfied are you with the web site experience? | Neutral |
| 112 | 5787 | 2024-09-19T22:05:19.000 | 2024-09-19 | With 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 |
| 111 | 5788 | 2024-09-20T01:51:01.000 | 2024-09-20 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5788 | 2024-09-20T01:51:01.000 | 2024-09-20 | With your intended purpose in mind, how easy or difficult was it to find / do what you were hoping to on the site today? | Easy |
| 111 | 5789 | 2024-09-23T02:48:04.000 | 2024-09-23 | How satisfied are you with the web site experience? | Neutral |
| 112 | 5789 | 2024-09-23T02:48:04.000 | 2024-09-23 | With 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 |
| 111 | 5790 | 2024-09-23T12:41:25.000 | 2024-09-23 | How satisfied are you with the web site experience? | Very Satisfied |
| 112 | 5790 | 2024-09-23T12:41:25.000 | 2024-09-23 | With 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 |
| 111 | 5791 | 2024-09-23T14:22:50.000 | 2024-09-23 | How 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
- DataNinja777Super User
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,
- jambopritiHelper 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.