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I have two formulas to calculate the overall average of two bits of data in my dataset.
The first:
Opportunity ID | SalesPerson | Status | Revenue |
1 | Person A | Won | $3344.54 |
2 | Person B | Lost | $5763.33 |
3 | Person C | Lost | $9009.00 |
4 | Person B | Won | $12454.99 |
5 | Person A | Lost | $865.00 |
6 | Person D | Won | $950.00 |
Salesperson | AverageRetention Measure | New Above/Below Average Measure |
Person A | 80.00% | Above Average |
Person B | 54.00% | Below Average |
Person C | 62.44% | Above Average |
Person D | 35.33% | Below Average |
Person E | 60.47% | Below Average |
Total | 61.53% | (not summarized) |
How do I apply the context of the salesperson average retention or revenue against the overall average?
Solved! Go to Solution.
OK I worked out the formula I wanted to do for the average comparison for the revenue and it is working how I want it. Now I'm going to see if I can apply the same for the retention %...
Example PowerBI file:
https://drive.google.com/file/d/1-gASiTeFSy3rE0mNJt2OGUDMYEGq1I9n/view?usp=sharing
I have included the working formula in there for revenue but I still can't work out how to do the same for my retention figure.
Hello @Mtelf24
If the below output is expected then you can try this measure.
If it's not as expected then please share the expected output.
OK I worked out the formula I wanted to do for the average comparison for the revenue and it is working how I want it. Now I'm going to see if I can apply the same for the retention %...
Applying a similar formula doesn't work for
AverageRetention = DIVIDE([Won Count Measure],[Won Count Measure] + [Lost Count Measure])
So I'm still working that out.
But the formula I posted in message 4 works great for the revenue field.
Hi @Anonymous That is using summarized data into a different table and a calculated column. My data is not summarized and if I do summarize it I'm concerned I won't then be able to filter it by fields on the original dataset such as date. If I do need to summarize I'd rather do it inside a measure if possible using SUMMARIZE()
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