How to keep track of a record value

[efroseroc]

Hi everybody thanks for reading,

I need to use my report on a monthly basis.

Let´s say this month the results in my database were:

Project	% of completion
P1	50%

And next month is not 50% but 60%

I want my report to say/show P1 has increased compared to last month or has stayed the same.

Is there a way to achieve this?

Thank you,

[amitchandak]

@efroseroc ,Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

Time intelligence can help

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

[efroseroc]

Hi @amitchandak thank you for your reply

this basically my database: (Excel)

Project name	Start Date	Location	First Payment	Second Payment	% completed
P1	21/10/2021	MIA	Yes	Yes	100%
P2	21/10/2021	YYZ	Yes	No	50%

For some reason the table is not working heres an image:

What I want is to have a simple IF in excel that calculates de % completed column.

Do I need to add a previous month completion percentage in my database? or is it possible to achieve what I want with just Power Bi?

[v-shex-msft]

Hi @efroseroc,

Did you mean to check the previous records and highlight the record which increased or not changed?
If that is the case, I'd like to suggest you use to create a table visual with your records and write a measure formula to apply conditional formatting on your value fields.

Conditional table formatting in Power BI Desktop - Power BI | Microsoft Docs

Add an index column (Power Query) (microsoft.com)
Regards,

Xiaoxin Sheng

[efroseroc]

Hi @v-shex-msft, what I mean is, imagine you have weekly meetings to check the progress of a project.

Today the completion of a project shown in excel is 50%.

But next week is 75%. 

So what I want is a way to know is, for all rows (1 project per row) in excel which one had increased or decreased their percentaje.

Because what normally would happen is, Power Bi gets the data from excel and changes the values, and that´s it so you wouldn't  really know if there was progress in each project.

I hope I was clear, thank you very much for your reply.

[v-shex-msft · Accepted solution]

Hi @efroseroc,

It sounds like you want history analysis/compare features that power bi does not support.

I'd like to suggest you do the backup operation with the summary result and get data to power bi side. After these steps, you can write a measure formula and use it in the table to remark the records which change between updates.

Regards,
Xiaoxin Sheng