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ArslanManzoor's avatar
ArslanManzoor
Frequent Visitor
5 years ago
Solved

3 month rolling data visual

Hello!   Please can someone help with a problem I am having with Power BI. I have 2 tables below (data sources), the first table is showing the time taken to do tasks A and B over a few months, thi...
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  • Jihwan_Kim's avatar
    Jihwan_Kim
    5 years ago

    Hi, ArslanManzoor 

    Please check the below steps.

     

    Write a measure something like below.

     

    Conditional Format measure =
    SWITCH (
    TRUE (),
    [Time Taken Avg for Visualization]
    > 1.05 * SELECTEDVALUE ( Target[Target] ), 1,
    [Time Taken Avg for Visualization]
    <= 1.05 * SELECTEDVALUE ( Target[Target] )
    && [Time Taken Avg for Visualization]
    >= 0.95 * SELECTEDVALUE ( Target[Target] ), 2,
    [Time Taken Avg for Visualization]
    < 0.95 * SELECTEDVALUE ( Target[Target] ), 3
    )
     
    Setup like below.
     
     
     
     

    Hi, My name is Jihwan Kim.


    If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.


    Linkedin: linkedin.com/in/jihwankim1975/

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Jihwan_Kim's avatar
Jihwan_Kim
Super User
5 years ago

Hi, ArslanManzoor 

Please check the below picture and the sample pbix file's link down below.

All measures are in the sample pbix file.

In order to show "Current" in the column in Matrix Visualization, I suggest creating an Axis table to show it like below.

 

 

Time Taken Avg for Visualization =
VAR todaymonthyear =
CALCULATE (
MAX ( 'Calendar'[Month & Year] ),
FILTER ( ALL ( 'Calendar' ), 'Calendar'[Date] = TODAY () )
)
VAR previousmonthendoftoday =
EOMONTH ( TODAY (), -1 )
VAR fourmonthbeforeenddate =
EOMONTH ( TODAY (), -4 )
RETURN
SWITCH (
TRUE (),
SELECTEDVALUE ( AxisTable[Month & Year] ) = "Current",
CALCULATE (
[Time Taken Avg],
FILTER ( ALL ( 'Calendar' ), 'Calendar'[Month & Year] <> todaymonthyear )
),
MAX ( 'Calendar'[Date] ) <= previousmonthendoftoday
&& MIN ( 'Calendar'[Date] ) > fourmonthbeforeenddate,
CALCULATE (
[Time Taken Avg],
DATESINPERIOD (
'Calendar'[Date],
EOMONTH ( MAX ( 'Calendar'[Date] ), -1 ),
-3,
MONTH
)
)
)
 
 
 

Hi, My name is Jihwan Kim.


If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.


Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM

  • ArslanManzoor's avatar
    ArslanManzoor
    Frequent Visitor
    5 years ago

    Hi Jihwan_Kim 

    Thanks very much for your response!

    How do I create an axis table? is this a custom visual? 

    • Jihwan_Kim's avatar
      Jihwan_Kim
      Super User
      5 years ago

      Hi, ArslanManzoor 

      Thank you for your feedback.

      It is created manually based on the needs.

      If your actual model size is big, you can create it by using the table-creating DAX function. 

      If your actual model size is relatively not big, you can create it by excel and import it, Or you can create it in Power Query Editor. When the size is relatively not big, I prefer creating it in Power Query Editor.

      Thanks.

      • ArslanManzoor's avatar
        ArslanManzoor
        Frequent Visitor
        5 years ago

        Hi Jihwan_Kim ,

        Thank you for your quick response! 

        I'm relatively new to Power BI so struggling to implement your DAX formula/axis table approach with my data. Is there a way I can combine the 2 files so I can just feed my data into your visual?

         

        I also want to be able to conditionally format each 'cell' under the 'Current' column and each of the rolling month columns, so that the cell turns red if it's above 5% of the target, yellow if within 5% of target (above or below), and green if over 5% below target. Is this possible with the table you created?

         

        Thanks again for your help!