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RolinMartis
Helper II
Helper II

Need help with DAX to calculate last year Rating of current year active employees

HI Team,

 

I have a employee level Rating data for each quarter.

I need to build a table/Matrix in which i have to show all the employees in latest quarter and rating in current quarter and last year any particular quarter (Q1) 

If any newly hired person whos data is not there in Q1 then Rating should be blank.

 

My sample data looks like below

WorkerQuarter NameIPMlatest Rating
aFY2021Q41.01Strong
aFY2021Q31.02Ourstanding
aFY2021Q21.03Stong
aFY2021Q11Outstanding
bFY2021Q41.22Strong
bFY2021Q31.32Strong
bFY2021Q21.21Strong
bFY2021Q11Strong
cFY2021Q41.04Strong
cFY2021Q31.01Strong
cFY2021Q21.32Needs Improvement
cFY2021Q11.22Needs Improvement
dFY2021Q41.32Outstanding
dFY2021Q31.21Strong
dFY2021Q21Needs Improvement
eFY2021 Q21.2Needs Improvement

 

My matrix/table in powerBI report should be like below

RolinMartis_1-1665510709848.png

 

Here i have list of all employees in FY2021Q4. worker "e" is not included because he is not active in FY2021Q4

worker "d" has only the IPM data for Q4 and IPM FY2021Q1 blank because he does not have data for that quarter 

 

Can anyone help me how to implement such logic.

 

Regards,

Rolin

 

1 ACCEPTED SOLUTION
v-yiruan-msft
Community Support
Community Support

Hi @RolinMartis ,

I created a sample pbix file(see attachment) for you, please check whether that is what you want. You can create a two measures as below:

IPM FY2021Q4 = CALCULATE(SUM('Table'[IPM]),'Table'[Quarter Name]="FY2021Q4")
IPM FY2021Q1 = CALCULATE(SUM('Table'[IPM]),'Table'[Quarter Name]="FY2021Q1")

yingyinr_0-1665566402187.png

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-yiruan-msft
Community Support
Community Support

Hi @RolinMartis ,

I created a sample pbix file(see attachment) for you, please check whether that is what you want. You can create a two measures as below:

IPM FY2021Q4 = CALCULATE(SUM('Table'[IPM]),'Table'[Quarter Name]="FY2021Q4")
IPM FY2021Q1 = CALCULATE(SUM('Table'[IPM]),'Table'[Quarter Name]="FY2021Q1")

yingyinr_0-1665566402187.png

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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