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Resolver I
Resolver I

How to group by and count the number of evaluations per employee per month?

I have a table that has evaluations entered by an evaluator that assessed an employee. Each row is an evaluation in the table. The business unit has a goal of 2 evaluations required for every employee on the team. I want to show the % of employees that received 2 evaluations each month.

I have a date/calendar table and an employee roster table that has data for each month so far in the year (9 files combined into 1 since each month had a different # of employees).

 

I'm assuming I could group by the employee ID and count the number of evaluations he or she had for a month? 

How should I approach this?

1 ACCEPTED SOLUTION

Nevermind, I found a solution after breaking down some measures and steps and analyzing the data even further. Thank you!

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Super User IV
Super User IV

@ninos-shiba , Not very clear. But seem like you need binning and dynamic bucketing

 

So need to have a measure

count(Table[employee])

or monthly values with date table and time intelligence

CALCULATE(count(Table[employee]),DATESMTD('Date'[Date]))

 

You need to have an independent bucket with bucket name, start range, end ranges etc

 

Create a measure to include bucket ranges

 

Please refer to these examples if this can help

https://www.daxpatterns.com/dynamic-segmentation/
https://www.daxpatterns.com/static-segmentation/
https://www.poweredsolutions.co/2020/01/11/dax-vs-power-query-static-segmentation-in-power-bi-dax-po...
https://radacad.com/grouping-and-binning-step-towards-better-data-visualization



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Nevermind, I found a solution after breaking down some measures and steps and analyzing the data even further. Thank you!

View solution in original post

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