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isaideepika
Regular Visitor

current period and prev. period productivity matrix

Hi,

I have the below data in power bi-

NameTypeDateHours
ABCDirect -17/27/2018 0:005.5
DEFDirect-27/30/2018 0:005.75
GHIDirect-37/31/2018 0:006.5
JKLIndirect-18/1/2018 0:002.5
ABCIndirect-28/2/2018 0:002
DEFDirect-38/3/2018 0:003
GHIDirect -18/6/2018 0:004.5
JKLDirect-38/7/2018 0:004

I need the output/report in the following form for ABC, DEF, GHI and JKL

 

 Direct -1Direct-2Direct-3TOTAL DIRECTTOTAL INDRECTPRODUCTIVITY Current moth (Direct/(Direct+Indirect)*100PRODUCtivity PREV. MONTH
        
ABC5.55.756.517.750100 

 

Can you please help.

 

TIA

1 ACCEPTED SOLUTION
v-eachen-msft
Community Support
Community Support

Hi @isaideepika ,

 

At first, you need to pivot column "Type" with value "Hours" in the query editor.

1-1.PNG

Then create a new column to get "YEAR&MONTH".

YM =
FORMAT ( test[Date], "yyyymm" )

Calculate the "totaldirect" ,"totalindirect" and the percentage.

totaldirect =
CALCULATE ( SUM ( test[Direct -1] ), ALLEXCEPT ( test, test[YM] ) )
    + CALCULATE ( SUM ( test[Direct-2] ), ALLEXCEPT ( test, test[YM] ) )
    + CALCULATE ( SUM ( test[Direct-3] ), ALLEXCEPT ( test, test[YM] ) )
totalindirect =
CALCULATE ( SUM ( test[Indirect-1] ), ALLEXCEPT ( test, test[YM] ) )
    + CALCULATE ( SUM ( test[Indirect-2] ), ALLEXCEPT ( test, test[YM] ) )
currentMonth =
 ( [totaldirect] / ( [totaldirect] + [totalindirect] ) ) * 100

You can get the previous values by PREVIOUSMOTH() or DATESMTD() function.

 

Community Support Team _ Eads
If this post helps, then please consider Accept it as the solution to help the other members find it.

View solution in original post

2 REPLIES 2
v-eachen-msft
Community Support
Community Support

Hi @isaideepika ,

 

At first, you need to pivot column "Type" with value "Hours" in the query editor.

1-1.PNG

Then create a new column to get "YEAR&MONTH".

YM =
FORMAT ( test[Date], "yyyymm" )

Calculate the "totaldirect" ,"totalindirect" and the percentage.

totaldirect =
CALCULATE ( SUM ( test[Direct -1] ), ALLEXCEPT ( test, test[YM] ) )
    + CALCULATE ( SUM ( test[Direct-2] ), ALLEXCEPT ( test, test[YM] ) )
    + CALCULATE ( SUM ( test[Direct-3] ), ALLEXCEPT ( test, test[YM] ) )
totalindirect =
CALCULATE ( SUM ( test[Indirect-1] ), ALLEXCEPT ( test, test[YM] ) )
    + CALCULATE ( SUM ( test[Indirect-2] ), ALLEXCEPT ( test, test[YM] ) )
currentMonth =
 ( [totaldirect] / ( [totaldirect] + [totalindirect] ) ) * 100

You can get the previous values by PREVIOUSMOTH() or DATESMTD() function.

 

Community Support Team _ Eads
If this post helps, then please consider Accept it as the solution to help the other members find it.

View solution in original post

amitchandak
Super User
Super User

Check this example, here I have used one filter on past qtr and one on current Qtr. You can do the same for a month. One filter at a time.

Time dimension here has been marked as date tables 

 

Sales Before QTR = 
CALCULATE(SUMx(FILTER(sales,and(Sales[Order_Date]>= STARTOFQUARTER(DATEADD(STARTOFQUARTER(OrderTime[Order Date]),-1,DAY)) && Sales[Order_Date]<= DATEADD(STARTOFQUARTER(OrderTime[Order Date]),-1,DAY),
Sales[Requested_Date]>= STARTOFQUARTER(OrderTime[Order Date]) && Sales[Requested_Date]<= STARTOFQUARTER(OrderTime[Order Date])
)),Sales[Sales]),CROSSFILTER(Sales[Order_Date],OrderTime[Order Date],None))

 

 

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