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