KPI card that compares this month's value with previous month

PatrickGreen — Mon, 09 Dec 2024 06:17:53 GMT

Hi! I wanted to know if there's a visual that reports the current month sales vs last month sales (in percent). Something like this:

$215K

(down arrow) -10%

I used to have something like this in Tableau, where C-level execs can easily see in a dashboard the total sales this month and the corresponding % change from last month. The visual is more important than getting the info, as I already know how to compute it in Power BI.

Re: KPI card that compares this month's value with previous month

saud968 — Mon, 09 Dec 2024 08:43:26 GMT

Here's a step-by-step guide to create a KPI card that compares this month's sales with the previous month's sales:

Create Measures for Sales Values:

Create a measure for the current month's sales.
Create a measure for the previous month's sales.
Create a measure for the percentage change.
Here are some example DAX formulas you can use:

CurrentMonthSales = CALCULATE(SUM(Sales[Amount]), MONTH(Sales[Date]) = MONTH(TODAY()), YEAR(Sales[Date]) = YEAR(TODAY()))

PreviousMonthSales = CALCULATE(SUM(Sales[Amount]), MONTH(Sales[Date]) = MONTH(TODAY()) - 1, YEAR(Sales[Date]) = YEAR(TODAY()))

SalesChangePercent = DIVIDE([CurrentMonthSales] - [PreviousMonthSales], [PreviousMonthSales], 0)
Create a KPI Card:

In Power BI, go to the "Visualizations" pane and select the "Card" visual.
Drag the CurrentMonthSales measure to the "Values" field of the card.
Format the card to display the value in currency format.
Add a Percentage Change Indicator:

To show the percentage change, you can use a "Multi-row card" or a "Text box" to display the SalesChangePercent measure.
Alternatively, you can use a custom visual like the "KPI Indicator" from the Power BI marketplace, which allows you to show both the value and the percentage change with an arrow indicator.
Customize the Visual:

Format the card to include an arrow indicator for the percentage change.
Use conditional formatting to change the color of the arrow based on whether the change is positive or negative.
Here's an example of how you might set up the visuals:

Card Visual for Current Month Sales:

Value: CurrentMonthSales
Format: Currency
Multi-row Card or Text Box for Percentage Change:

Value: SalesChangePercent
Format: Percentage
Conditional Formatting: Green for positive change, Red for negative change
By following these steps, you should be able to create a KPI card in Power BI that visually represents the current month's sales and the percentage change from the previous month

Best Regards
Saud Ansari
If this post helps, please Accept it as a Solution to help other members find it. I appreciate your Kudos!

topic KPI card that compares this month's value with previous month in Custom Visuals Development Discussion

KPI card that compares this month's value with previous month

Re: KPI card that compares this month's value with previous month