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danking
New Member

% of Employee Participation by Month

I need some help creating a bar graph by month KPI of employees on pace to hit the annual participation point goal of 120 points.

In other words, each empoyee should have at least 10 points in January, 20 in February, 30 in March, etc.

 

This is what it looks like as kept very manually now:

danking_1-1623885165469.png

 

 

Records are kept like this table below (the overall employee database is on another tab).

-Columns C-E are just extra information not relavent to these calculations.

 

Susie is on pace in January & February. Joey was not on pace in January or February.

 

Need help creating measures & formulas, or creating new tables or columns, whatever makes this easiest. Thank you!!

Date of ActionEmployee NameNANANAPoints
1/15/2021Susie   15
2/11/2021Joey   5
2/15/2021Susie   5
2 REPLIES 2
Ashish_Mathur
Super User
Super User

Hi,

Your question is not clear.  To reach a goal of 120 points till December, why should an "empoyee should have at least 10 points in January, 20 in February, 30 in March, etc."????  Show the expected result very clearly.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
v-shex-msft
Community Support
Community Support

HI @danking,

It sounds like you want to design the visuals to expand with forecast graphs which not include in your table records, right?

If that is the case, you need to add an unconnected calendar table as the axis for visual, then you can write measure expressions to calculate results based on current calendar date ranges.

BTW, if you are confused about the coding formula, please share some dummy data with the expected result to help us clarify your requirement and test to coding format.

How to Get Your Question Answered Quickly
Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
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