Hi All
I'm trying to replicate a calculation I have in excel into Power BI.
Long story short, I have a table which display what the performance is for each month (see screen shots) and a second column YTD where it displays the performance depending on the month.
i.e. If we had 100% in July and 120 % in August, then the YTD column would display 100% for July and 110% for August as August is the sum of July and August percentages divided by 2.
Then if it was september, it would be divided by 3 and so on.
I know how to create this calculation in Excel, but would any of you know how to do in Power BI?
See 
@RodrigoTXRAHere is something I put together to give you an idea, logically you should have a FIscal Date DImension in model for time intelligence and this kind of calculation, but I guess this will get you started.
Cheers!!!
P
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@RodrigoTXRACan you share the sample data set and will get back to you with the solution. Thanks!
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
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@RodrigoTXRAwill look at this later today and get back to you.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Is your YTD definition is Jan - Dec or different?
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@RodrigoTXRAHere is something I put together to give you an idea, logically you should have a FIscal Date DImension in model for time intelligence and this kind of calculation, but I guess this will get you started.
Cheers!!!
P
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@parry2k After applying the changes to the other templates I realised that whenever I have two people on the list (The dataset I sent you only had one person), the measures sum up for both users.
i.e. see screen shot below:
It picks up the correct % column, however, on the YTD Avg HR column, it is adding up the percentage for user 1 and user 2
Would you have any thoughts? Or are able to replicate the issue on your end?
@RodrigoTXRAwe need to update DAX formul to seperate by user, I will get back to you soon.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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