Visual to show Monthly progress/change & YTD total

[Anonymous]

I am building a dashboard and want to visually display my data to show the total number of requests received for the month,  the change (increase or decrease) in the total requests received from last month(preferably an indicator like an arrow),  YTD total and the total number of requests by category. Something like below; 

My data looks like this : 

 - Completion Month is a calculated column which is derived from the completion date

ID	Complexity	Completion Date	Completion Month
101	Medium	02/07/2020	7
102	Easy	15/07/2020	7
103	Easy	17/07/2020	7
104	Easy	03/08/2020	8
105	Difficult	09/08/2020	8
106	Difficult	11/08/2020	8
107	Medium	21/08/2020	8
108	Medium	01/09/2020	9

So if I generate the report for August, I should be able to see 

Total # of requests for Aug =  4

With an indicator/arrow show an increase from last month 

YTD total of 8

If possible breakdown the total for Aug by complexity - 1 easy, 2 difficult, 1 medium. 

I have tried the KPI visualization, but it needs a target, which in my case will change monthly - i.e. for the current month, the target will be the total for the previous month. 

Instead of fitting everything into one visual, I can have two as well. 

[mchandler]

I am looking for almost the same thing, I would like the visual to display Today New Tickets (My ticket system gives me a date field called [Created Date] That has a date Hierarchy under it. I also have each ticket id number [ID].

Currently, to get the MTD on my report I am using the "Count of ID" on a card as the field and using a filter on [Created Date. The filter type is Relative Date = is in this month.  Then once I am able to do this one I need to do one that takes [Created Date and subs in [Resolved Date] for the next card

What I am trying to achieve is a Hand-drawn below. 

I am very new to Power bi, so please if you have the time please be as detailed as possible. Thank you for any and all help you can give. 

[v-xicai]

Hi   @Anonymous ,

Do the suggestions from engineers make sense? If so, kindly mark the proper reply as a solution to help others having the similar issue and close the case. If not, let me know and I'll try to help you further.

Best regards

Amy

[Anonymous]

Hi @v-xicai , 

I used the time intelligence functions to calculate the total number of requests received in the previous month. However, I got the following error. 

Error 

Measure 

Prev MTD Req = CALCULATE(COUNTROWS(TestWorkFlow), PREVIOUSMONTH('TestWorkFlow'[ActualCompletionDate].[Month]))

In the initial solution provided, it says to calculate a SUM, but I do not want the sum, I am looking for the count instead. Therefore used COUNTROWS.

The Actual Completion Date is a DATE field. 

Table name is  Test Work Flow

ID	Complexity	Actual Completion Date	Completion Month
101	Medium	02/07/2020	7
102	Easy	15/07/2020	7
103	Easy	17/07/2020	7
104	Easy	03/08/2020	8
105	Difficult	09/08/2020	8
106	Difficult	11/08/2020	8
107	Medium	21/08/2020	8
108	Medium	01/09/2020	9

[Anonymous]

Hi, 

I am quite new to Power BI & learning as I go. I am still confused about the time intelligence thing. 

I am currently building a dashboard, and have left this part for the later. I will try out the options earlier next week. 

[amitchandak]

@Anonymous , for MTD and YTD you can use time intelligence.

example

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
previous month value =  CALCULATE(sum('table'[total hours value]),previousmonth('Date'[Date]))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

YTD

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))

Icon using conditional formatting

https://exceleratorbi.com.au/conditional-formatting-using-icons-in-power-bi/
https://community.powerbi.com/t5/Desktop/FORMAT-icon-set-for-use-in-a-data-card/td-p/811692

https://exceleratorbi.com.au/dax-unichar-function-power-bi/

[Ashish_Mathur]

Hi,

You cannot show all those KPI's in one visual.  In a multi row card visual, you can show all KPI's except "total number of requests by category"