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waqar
Helper I
Helper I

KPI

Dear Concern,

 

I prepare an KPI dashboard using below custom KPI visual, I need to sum my monthly KPI value in quarter.

 

Can anybody help me the procedure to maintain monthly and quarter filter.

 

  • kPIIndicator.2.0.1

 

Regards...

WAQAR

92 333 3035810

1 ACCEPTED SOLUTION

Hi Dale,

 

Appreciate your effort.

 

I need one tile for each KPI with dynamic filter of month and quarter, i did it somehow with some alterations. find my working in below link

 

https://we.tl/fEbbWbtMIE

 

REGARDS..

WAQAR

View solution in original post

14 REPLIES 14
Abduvali
Skilled Sharer
Skilled Sharer

Hi @waqar,

 

 

The easiest way to achieve this is using Timeline visual and add date stamp on your Excel sheet.

You can see the following by downloading attached pbix see link below:

 

Hope it helps.

 

 

Regards

Abduvali

bsas
Post Patron
Post Patron

Hi,

 

Create moth and quarter calculated columns and then use them as slicers.

 

e.g. for quater

 

Quarter = FORMAT(Months[StartOfQuarter], "yy") & " Q" & Months[StartOfQuarter].[QuarterNo]

or

QuaterShort = "Q" & Months[StartOfQuarter].[QuarterNo]

 

for month

Month = FORMAT(Months[Date], "MMMM") {also use index column to sort names correctly - MonthIndex = Months[Date].[Year] * 100 + Months[Date].[MonthNo]}

or

MonthShort = FORMAT(Months[Date], "MMM")

 

v-jiascu-msft
Microsoft
Microsoft

Hi @waqar,

 

Could you please provide a sample in text mode? 

1. Do you mean sum up the monthly KPI? Or evaluate Quarterly KPI?

2. How to show up the sum-up values?

3. A slicer could be good filter.

 

Best Regards!

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi Dale,

 

FInd below sample link of my dashbaord and excel file for data tables.

 

https://app.powerbi.com/view?r=eyJrIjoiNjM3Yzk4NzktZWY1OS00ZTY0LWIyODktZDQzNjMwZDg2NzEyIiwidCI6Ijc3Y...

 

Excel File Link

https://we.tl/vwDLh5TMSb

 

2. I need to sum up monthly KPI value in Quarter and show up in same tile as one value. like in dashbaoard link  i need a quarter slicer as per fiscal year to show respective quarter value (aggregated) in net profit tile.

 

Hope you clear now,

 

REGARDS...

WAQAR  

 

@waqar,

 

Hi WAQAR,

 

I'm afraid we can't add them in one tile. The monthly KPI and the quarterly KPI based on different trend. We can create a new KPI indicator. Please check the file here: https://1drv.ms/u/s!ArTqPk2pu-BkgQ9gRi0Lp1lWEOWY

1. Create a new column "YearQuarter" in the table "Month".

YearQuarter =
FORMAT ( [Month], "yyyyQ" )

2. Create two measure.

QuarterlyActual =
SUM ( NetProfitOverTarget[Actual] )
QuarterlyTarget =
SUM ( NetProfitOverTarget[TARGET] )

3. Create a new visual and slicer.kpi.jpg

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Best Regards!

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Dear Dale,

 

Thanks and appreciated for your prompt response, understood your solution.

 

But in my case i have number of KPIs in one page, management need to review monthly & quarterly trend as a same time.

 

Is there any other visual which entertain my query?

 

REGARDS...

WAQAR

Use funtion "Edit interaction" in format tab. Or you can use DAX function ISFILTERED to show different values based on slicer.

I am unable to catch u , Can u plz prepare a sample dashboard as per my data sheet shared with dale

@waqar

 

Hi WAQAR,

 

I updated the file: https://1drv.ms/u/s!ArTqPk2pu-BkgRA83AsQf0mmPbGT. The QuarterActual2 is always the value of the whole quarter. Did you mean this?

 

kpi1.jpg

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Best Regards!

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi Dale,

 

Appreciate your effort.

 

I need one tile for each KPI with dynamic filter of month and quarter, i did it somehow with some alterations. find my working in below link

 

https://we.tl/fEbbWbtMIE

 

REGARDS..

WAQAR

View solution in original post

Hi Dale,

 

Hope you are fine.

 

with referece of last KPI dashboard prepared below custom KPI visual, this time i need to show the difference value between actual and target on visual.

 

  • kPIIndicator.2.0.1

 

for example 

 

Actual = 100,000 USD

Target = 80,000 USD

Difference = +20,000 USD (which i need to show on visual with %)

 

can you plz help me to acheive this objective with any solution available.

 

Regards...

WAQAR

92 333 3035810

 

Hi @waqar,

 

I'm fine. Thank you. 

 

Please open a new topic in this forum.

 

Best Regards!

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

okay, done it.

 

REGARDS....

WAQAR

@waqar,

 

Hi WAQAR,

 

Thank you for sharing. Glad you worked it out.

 

Best Regards!

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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