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Helper III
Helper III

How to get average appts monthly vs same period previous year

Hi all - I am working on transferring some of our reports from Excel to Power BI and need some help.  I have a database that shows our daily appointments - it looks like this:

appt database sample.PNG

 

I need to report average appointment data by location this year compared to last year and not sure how to achieve.  I need to report the following:

 

1. Average daily appoinments by month in the current month this year

2. Average daily appointments by month in the current month last year

3. Percent of last years appointments are we seeing this year 

4. Average daily appointments YTD

 

This is the current excel report:

current excel report.PNG

Any help is appreciated 🙂 

 

 

 

4 REPLIES 4
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Super User IV
Super User IV

Re: How to get average appts monthly vs same period previous year

Hi,

Share your formula driven Excel file so that those Excel formulas can be studied and be converted into equivalent DAX functions.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Highlighted
Helper III
Helper III

Re: How to get average appts monthly vs same period previous year

Hi  - I can't figure out how to attach/upload an actual file here, but the formula to get the averages is just  =AVERAGE(C1:C587) and the formula to get the difference this year from last is =SUM(D66/D67)*1.  

Highlighted
Super User IV
Super User IV

Re: How to get average appts monthly vs same period previous year

Hi,

Upload the file to Google Drive and share the download link here.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Highlighted
Helper III
Helper III

Re: How to get average appts monthly vs same period previous year

sorry - we are restricted from using Google drive and the like.  I am in a medical office and our security policies are very tight.

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