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corange
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Post Patron

Turnover Rate FY not Rolling 12 month

Hi everyone, 

 

I need some guidance on a formula as I am relatively new to BI. 

 

The below is what I have used to calculated my Annual Turnover Rate: 

 

Employee Growth = 
VAR MaxDate = MAX('Calendar'[Date])
VAR EMPCOUNT =
CALCULATE(COUNTROWS(CALCULATETABLE(Drivers, Drivers[StartDate] <= MaxDate, ALL ('Calendar'[Date]))),
(ISBLANK(Drivers[FinishDate])|| Drivers[FinishDate] > MaxDate))
RETURN IF(ISBLANK(EMPCOUNT), 0, EMPCOUNT)
 
Count 12 months before =
VAR SelectDate = NEXTDAY(SAMEPERIODLASTYEAR(LASTDATE('Calendar'[Date])))
RETURN
SUMX(Drivers,
VAR DriverStartDate = [StartDate]
VAR DriverFinishDate = [FinishDate]
RETURN IF (DriverStartDate < SelectDate && OR(DriverFinishDate >= SelectDate, DriverFinishDate = BLANK ()),1,0))
 
Left past 12 months =
VAR selectedDate = LASTDATE('Calendar'[Date])
VAR selectedDate12MonthsBefore = NEXTDAY(SAMEPERIODLASTYEAR(selectedDate))
RETURN
SUMX(Drivers,
IF([FinishDate]>=selectedDate12MonthsBefore && [FinishDate]<=selectedDate, 1, 0))
 

Turnover % =

VAR averageEmployeesRolling12months = ([Employee Growth]+[Count 12 months before])/2
RETURN
[Left past 12 months]/ averageEmployeesRolling12months
 
I was wondering what will be the changes I need to make if I wanted to have the calculations not based on a rolling 12 months but tight to the Financial Year. 
 
Could you please help? 
 
Thanks in advance. 
 
10 REPLIES 10

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