DAX improvement or decline in scores over months

Tashat

Board Regular
Joined
Jan 12, 2005
Messages
137
Office Version
  1. 365
Platform
  1. Windows
Hello

I'm looking for some help with DAX. I have a table in Power BI which lists organisations, their assigned relationship type (Partner, Engaged, Interested, Neutral, Critic), a calculated score based on the relationship type (e.g. Partner = 5, Engaged =4 etc.) and then dates that the snapshot of data was taken. Therefore, each organisation will appear more than once, because in May they had one relationship type and then it may (or may not) have changed in July and August.

I want to create a visuals which show the number of organisations to have improve, declined or remained static with their relationship types or scores between any two periods chosen by the user. For instance, if an organisation goes from Neutral (2) to Interested (3), then they have improved. If they go from Partner (5) to Engaged (4) then they have declined. I have two slicers based on two calendar tables - the comparison table has an inactive relationship and I've managed to use this on other visuals doing different types of comparisons.

Can anyone help me with the DAX to achieve the above scenarios?

1694690188646.png


1694690225940.png


Example in Excel of what I'm trying to achieve from the visual - using different data.

1694690317921.png
 

Excel Facts

Whats the difference between CONCAT and CONCATENATE?
The newer CONCAT function can reference a range of cells. =CONCATENATE(A1,A2,A3,A4,A5) becomes =CONCAT(A1:A5)

Forum statistics

Threads
1,223,888
Messages
6,175,212
Members
452,618
Latest member
Tam84

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top