Calculate the performance of previous quarter.

[hadjigeo]

Hi,

i need help on the below:

i am calculating the performance of the employees,with the below measure:

Performance = DIVIDE(SUM('PM Main JO'[Grand Total]),[Bonus Allocation])

so, if i have selected June and i want to show also the performance of June but also the performance of March how shall i do it? currently it shows only he performance of the selected month.

btw the column month is a text and not date

is there any possibility to store the performance of Q1,Q2,Q3,Q4 in different measures?

Thanks in advance,

HH

[amitchandak]

There are a few ways. Check these 2 , if they can work for you

#1
Last QTR= 
Var _last_QTR= (maxx('Date',ENDOFQUARTER(DATEADD('Date'[Date Filer],-1,QUARTER))))
Var _min_last_QTR= (MINX('Date',STARTOFQUARTER(DATEADD('Date'[Date Filer],-1,QUARTER))))

return
Var _last_year_val= CALCULATE(sum(Sales[Sales Amount]),(Sales[Sales Date])<=_last_QTR && (Sales[Sales Date]) >=_min_last_QTR)

#2
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,QUARTER)))

Change -1 to -2,-3,-4 has per need to have additional qtr in past

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[hadjigeo]

@amitchandak 

am not getting any result because i have a slicer filter. if i remove the filter am getting the results, which i dont know how it calculated them.

[amitchandak]

 If possible please share a sample pbix file after removing sensitive information.
Thanks

[hadjigeo]

its a huge file and its difficult to share as there a lot of sensitive info.

from what i understand, i need to remove the slicer filter from that measure. but i dont know how to do it.

[amitchandak · Accepted solution]

try

Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),all(date[date]),DATESMTD(dateadd('Date'[Date],-1,QUARTER)))

In above all(date[date]), will remove filter on date