04-16-2021 07:40 AM - last edited 08-11-2023 08:54 AM
This report is designed to show the key information within one screen. The DAX is explain in the messages below.
It is designed to give a Manager or a Board Level user the information they need to monitor their areas.
The intended audience would not be drilling through the report and would not want the granularity of data needed for further insight, but instead they need headline numbers to be able to make decisions from.
The six key performance indicators are presented at the top of the report: Sales, GP, GP%, Quantity Sold, Number of Orders and Number of Inspections.
The report is then split below these KPIs, with Sales on the left and Shipments on the right.
Sales shows the areas performing well, with details on the Countries, Salespersons and Departments.
Then allows for yearly comparison showing 2018 against 2019 and 2020 sales and GP on the chart.
The bottom table shows the information in hard numbers. The columns in the table show different tooltips to maximise the information flow.
Shipments highlights On Time In Full reporting and allows for the user to decide if they will allow shipments to be up to 20 days early or late and then update the data.
The graph shows the volume of lines shipped each month, with a Year on Year analysis of growth.
The OTIF chart and data uses a variety of Dax and two parameters to update based on user input.
For a full explaination of this please visit my OTIF example report:
I've used a variety of Dax within this report.
To start with, I have a Date table, labelled as Date which allows for both time intelligence and removes the need for the Auto Date/Time option to be on.
YTD Sales - This adds up the previous months within the year and provides a running cumulative total: