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kasiaw29
Resolver II
Resolver II

Tracing activity over time

Apologies if this question was asked before. 

I'm tasked with creating a visual which shows % of sales activity by sales people by quarter & month but measure is to calculate quarter 1 rolling for example and stop and start new rolling calculation in quarter 2 and so on. 

In example below I was able to work out monthly % of activity based on how many sales people sold vs. how many sales people there are. This is working great but it's not yet what I need, what I need is what I was able to work out individually in white boxes

2021-01-08_16-11-52.jpg

 

As you can see I'm getting values in first month of a quarter, then combined 1 &2 and finally 1 &2&3. 

What is the best way to get this representation on bar chart? 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@kasiaw29 Are you looking how get the formula, Then the answer is datesqtd with a date table

 

ExampleQTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

 

Are you looking for a visual suggestion?

 

Power BI — Qtr on Qtr with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
https://www.youtube.com/watch?v=8-TlVx7P0A0

 

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@kasiaw29 Are you looking how get the formula, Then the answer is datesqtd with a date table

 

ExampleQTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

 

Are you looking for a visual suggestion?

 

Power BI — Qtr on Qtr with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
https://www.youtube.com/watch?v=8-TlVx7P0A0

 

@amitchandak was hoping for dax guidance that you have provided. I was using DATESYTD in one of the attempts...now I know why it didn't work 😖

Time to log off for the weekend.

Much appreciated!

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