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Consultant001 Frequent Visitor
Frequent Visitor

Retention Rate (HR)

Hi All

I need to calculate the retention rate of staff (12 months of Terminated/Current staff total).  

I can get the filters to show the information on separate pages, Terminated by month (Because I've created groups) and the total current employees (Because of the filter "Before"), but I'm unable to make this work on the single page for retention rate.  

I presume I have to make a DAX Equation.  CALCULATE()....

1) Where the terminated 12-month would be based on the MAX date with 12 months prior as a range.  

2) And another for the current employees, (which is Hired-Terminated) ignoring all dates/filters except the MAX date.

Would you be able to help?

I have:

Hired Date

Terminated Date or Blank

Employee No.

Date table

 

Data via this link:

https://docs.google.com/spreadsheets/d/114xZ57xFR8PgI1Vzqd2hkiscjv695D4MDMn4u97venQ/edit?usp=sharing

2 ACCEPTED SOLUTIONS

Accepted Solutions
pawel1 Member
Member

Re: Retention Rate (HR)

Hi James,

Here's my solution:

1. unpivot your data table in Query Editor to look like this:retention data unpivoted.PNG

 2. Connect the table to your 'Calendar' table

retention model1.JPG

3. Create a couple of basic DAX measures:

 

count hired =
CALCULATE(
    COUNT(Table1[Employee No]),
    Table1[Attribute]="Hired Date")

 

count terminated =
CALCULATE(
    COUNT(Table1[Employee No]),
    Table1[Attribute]="Terminated Date")

 

cumulative hired = CALCULATE([count hired],
    FILTER(ALLSELECTED('Calendar'[Date]),
        'Calendar'[Date]<MAX('Calendar'[Date])))

 

cumulative terminated = CALCULATE([count terminated],
    FILTER(ALLSELECTED('Calendar'[Date]),
        'Calendar'[Date]<MAX(Calendar[Date])))

 

Current Staff = [cumulative hired]-[cumulative terminated]

redemption rate = DIVIDE([count terminated],[Current Staff],0)

 (tipp: you can use VAR to condense everything to 1-2 measures)

 

4. Put on matrixredempion matrix.JPG

 hope it helps,

Pawel

 

 

pawel1 Member
Member

Re: Retention Rate (HR)

James,

1. Unpivot is a step in Query Editor, you do it once, then it occurs automaticaly every time you refresh.  Simply mark the two columns 'Hired Date' and 'Terminated Date' and unpivot them.  No need to change anything in your dataset.  retention unpivot.JPG

 

 

 

2. The table may include other fields (Gender, Type, etc). that will sum up to total retention matrix1.JPG see attached pbix

 

Pawel

6 REPLIES 6
Super User
Super User

Re: Retention Rate (HR)

Hi,

 

Based on the Table that you have shaed in the Speadsheet, please show the exact expected result and the calculation logic.  I would like to compare my answer with yours.

Consultant001 Frequent Visitor
Frequent Visitor

Re: Retention Rate (HR)

Hi Ashish

 

Great thanks.  I've attached a "retention rate by year" for comparison.

 

Capture1.PNG

 

Thanks,

James

Super User
Super User

Re: Retention Rate (HR)

I do not understand.  I'll request someone else to help you.

pawel1 Member
Member

Re: Retention Rate (HR)

Hi James,

Here's my solution:

1. unpivot your data table in Query Editor to look like this:retention data unpivoted.PNG

 2. Connect the table to your 'Calendar' table

retention model1.JPG

3. Create a couple of basic DAX measures:

 

count hired =
CALCULATE(
    COUNT(Table1[Employee No]),
    Table1[Attribute]="Hired Date")

 

count terminated =
CALCULATE(
    COUNT(Table1[Employee No]),
    Table1[Attribute]="Terminated Date")

 

cumulative hired = CALCULATE([count hired],
    FILTER(ALLSELECTED('Calendar'[Date]),
        'Calendar'[Date]<MAX('Calendar'[Date])))

 

cumulative terminated = CALCULATE([count terminated],
    FILTER(ALLSELECTED('Calendar'[Date]),
        'Calendar'[Date]<MAX(Calendar[Date])))

 

Current Staff = [cumulative hired]-[cumulative terminated]

redemption rate = DIVIDE([count terminated],[Current Staff],0)

 (tipp: you can use VAR to condense everything to 1-2 measures)

 

4. Put on matrixredempion matrix.JPG

 hope it helps,

Pawel

 

 

Consultant001 Frequent Visitor
Frequent Visitor

Re: Retention Rate (HR)

Wow, thank you, Pawel!

 

Is it possible to be completed the analysis without unpivoting the data?  Or will unpivot occur automatically every time the data is updated?

 

Secondly, how would I create:

Gender Profile (Female: Male ratio) and;

Employee Count (FT, PT, CAS)

 

Both should be summed so that they match the current staff.  Example if current staff = 451 then F= 51, M=400 and same with FT, PT and CAS.

 

I’ve added the additional information to the data set.

 

Thanks

pawel1 Member
Member

Re: Retention Rate (HR)

James,

1. Unpivot is a step in Query Editor, you do it once, then it occurs automaticaly every time you refresh.  Simply mark the two columns 'Hired Date' and 'Terminated Date' and unpivot them.  No need to change anything in your dataset.  retention unpivot.JPG

 

 

 

2. The table may include other fields (Gender, Type, etc). that will sum up to total retention matrix1.JPG see attached pbix

 

Pawel