30-60-90 days visualization

[Anonymous]

Hello everyone, 

It's my first time working on a Power BI report and I really appreciate all the replies and conversations here.

Question:

Is there a way to visualize 30-60-90 days on the dashboard? I would like to be able to create "cards" and when you click it, it just shows all projects starting in the next 30 days ... so on and so forth.

Any help/advice would be appreciated! 

Thank you!

Patrick

[amitchandak]

You can use a relative date (visual level) as suggested in the last solution or create a formula like these. But for that, you need to have Date table.

Rolling 30 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-30,DAY))
Rolling 30 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],max(Sales[Sales Date]),-30,DAY))  

Rolling 60 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-60,DAY))
Rolling 60 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],max(Sales[Sales Date]),-60,DAY))  

Rolling 90 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-90,DAY))
Rolling 90 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],max(Sales[Sales Date]),-90,DAY))  

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.
In case it does not help, please provide additional information and mark me with @
Thanks. My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP, HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
Proud to be a Datanaut Connect on Linkedin

[Daviejoe]

Hi,

are you wanting to use the cards as 'Buttons' so once you click on the 60 day card you'll be presented with all projects starting in the next 60 days?

You can create the 30, 60 & 90 day cards as text boxes then place a button over the top of the visuals.  Then set the button as a bookmark.  Use the date filter, set the filter type to Relative Filter and save a different bookmark respectively for 30, 60 & 90 days with the data you want to display.  Set a button over each card with the respective bookmark.

[Anonymous]

Hi @Daviejoe ,

This is awesome! Apologies for my very noob question, but how do I save a bookmark on the Power BI desktop? I managed to create the 30-60-90 text boxes and places a bookmark on top of each day. I also have a go live date table beside it and was able to choose RELATIVE is the slicer type. Now I'm stuck. 

Thanks again!

Patrick

[amitchandak · Accepted solution]

Refer, if this can help

https://radacad.com/bookmarks-and-buttons-making-power-bi-charts-even-more-interactive

[Anonymous]

THIS SOLVED IT! I needed the buttons 101 so this is awesome!

Thanks everyone!