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SafetyinMN
Regular Visitor

Displaying YTD and Prior YTD Numbers for Different Locations

Hello!

 

I'm very new to Power BI and am just looking to create a basic KPI dashboard for my team.  I've figured out how to display all of the elements I'd like, but have had no success in this.

 

I'm working off of a spreadsheet in which I enter the numerical values and will update regularly.

 

I've made the spreadsheet to look like this.  I'm displaying YTD and Prior YTD numbers in rows, and then each column is a different location.  I have two locations NE and PL and then columns where I've combined the revenue for both locations.

 

SafetyinMN_0-1693229487015.png

 

I'd like to show a graph that shows the location with YTD and prior YTD numbers... I was picturing a vertical bar graph with YTD as one bar, prior YTD as another with a set of bars for each location.

 

When I bring my data into BI, it's only recognizing the locations, but not that I have two sets of numbers associated with each location.

 

Could someone please point me in the right direction??

 

Thank you!

2 REPLIES 2
SafetyinMN
Regular Visitor

I don't have a date column... just the columns you can see where I have labeled YTD and Prior YTD.  I was trying to just display the information in a simple way?  Perhaps I can't do that?

amitchandak
Super User
Super User

@SafetyinMN , Assume you have date column, you can use time intelligence you can get YTD and Prior YTD. You can use Switch values to rows in matrix visual

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

 

 

If you are looking for complex display

:Calculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0

 

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