Forum Discussion
Target KPI Visual Question
Objective: Create a KPI visual that shows the total email sends for 2024 while the goal and percent change is specific to the 2023 email send total.
Problem: The goal and percent change numbers are not populating.
Summary: The 511k (2024 email send total) number in my screenshot is accurate. For the KPI visual, the Value = Sum of Sent; Trend axis = Year; Target = Last Year, calculated metric:
Notes: I do also have a date filter on the whole page, limited to 2024 only, as the dataset I'm pulling includes data from past years that I do not want to focus on. Based on my calculated metric, I thought that the KPI visual would compare the 2024 number to the 2023 total but it is not populating. Any ideas as to why this is happening or what I can do to correct this so it does show the 2023 total and the percent change?
Hi Anonymous
You can try the following measure.
LY = CALCULATE ( SUM ( '2024_pbi_vers'[Sent] ), ALLEXCEPT ( '2024_pbi_vers', '2024_pbi_vers'[Scheduled Date] ), YEAR ( '2024_pbi_vers'[Scheduled Date] ) = 2023 )Best Regards!
Yolo Zhu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
Hi Anonymous
You can try the following measure.
LY = CALCULATE ( SUM ( '2024_pbi_vers'[Sent] ), ALLEXCEPT ( '2024_pbi_vers', '2024_pbi_vers'[Scheduled Date] ), YEAR ( '2024_pbi_vers'[Scheduled Date] ) = 2023 )Best Regards!
Yolo Zhu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- praveen_511
Advocate I
Try this....
LY = CALCULATE(
SUM('2024_pbi_vers'[Sent]),
FILTER(
'2024_pbi_vers',
YEAR('2024_pbi_vers'[Scheduled Date]) = 2023
)
)It should properly retrieve the total email sends for 2023 and help populate your goal and percent change in the KPI visual.
