Sales Scorecard: Where are we losing money? by Decisive Data
Summary
"How is my company doing?"
It's a question we hear often. It seems simple enough, but answering it is a complex process. This report is designed to answer the question in a clea...
4/12 Update: Simplify using UNICHAR
I just discovered the UNICHAR function in DAX, and used this to simplify my process! Currently we have 2 elements for each indicator, for a total of 8 elements. This method cuts the elements in half!
- Delete the tree maps and the arrow objects
- Delete the KPI Red/Green measures for Sales and Profit (4 total)
- Create 4 new measures
- Sales Indicator Positive = IF(AND(HASONEVALUE('Date'[Fiscal Year]),'Sales Scorecard'[Sales YoY Growth]>0),UNICHAR(11205),"")
- Sales Indicator Negative = IF(AND(HASONEVALUE('Date'[Fiscal Year]),'Sales Scorecard'[Sales YoY Growth]<0),UNICHAR(11206),"")
- Profit Indicator Negative = IF(AND(HASONEVALUE('Date'[Fiscal Year]),'Sales Scorecard'[Profit YoY Growth]<0),UNICHAR(11205),"")
- Profit Indicator Positive = IF(AND(HASONEVALUE('Date'[Fiscal Year]),'Sales Scorecard'[Profit YoY Growth]>0),UNICHAR(11206),"")
- Put each measure in a separate card.
- Change the Data Label colors to make the down arrows red and the up arrows grey
- Arrange your arrows and you're done!
With this method, we are using the UNICHAR to display UNICODE arrow characters. Since we're doing this in DAX, we can us IF statements to hide/show the arrows based on our measures, which means we no longer need to use the tree maps as covers, cutting our number of elements in half! Less elements = easier to maintain.
Enjoy!
