cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
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

 

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin
Want To Learn Power BI
Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!
!! Subscribe to my youtube Channel !!

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

 

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin
Want To Learn Power BI
Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!
!! Subscribe to my youtube Channel !!

@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!

Helpful resources

Announcements
May 23 2022 epsiode 5 without aka link.jpg

The Power BI Community Show

Welcome to the Power BI Community Show! Jeroen ter Heerdt talks about the importance of Data Modeling.

charticulator_carousel_with_text (1).png

Charticulator Design Challenge

Put your data visualization and design skills to the test! This exciting challenge is happening now through May 31st!

Power BI Dev Camp Session 22 with aka link 768x460.jpg

Check it out!

Mark your calendars and join us on Thursday, May 26 at 11a PDT for a great session with Ted Pattison!

Power BI Release May 2022 768x460.png

Check it out!

Click here to read more about the May 2022 updates!