Forum Discussion

Helper II

5 years ago

Dynamic Summary Page based on new data

I was wondering if there was a way to create a dynamic report or summary page that provides an outline of newly updated data. Kind of like an executive summary in bullet point form showing what ...

Resident Rockstar

5 years ago

Yes, it is possible.
With historical data in your model, you can use the time intelligence functions to compute this data, and it's a nice way to present it on a separate page.

Provide sample data, I will help you prepare such a statement.

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Turf03
Helper II
5 years ago
lkalawski
Current Year
Date Group Sales
9/22/2020 Electronics 5000
9/23/2020 Electronics 4750
9/24/2020 Electronics 6000

Last Year
Date Group Sales
9/24/2019
Electronics 4578
9/25/2019 Electronics 3555
9/26/2019 Electronics 5689

Id like to show a summary of the sales yesterday including the group.
The difference in sales from the day prior
The difference in sales from the same day last year.
- lkalawski
  Resident Rockstar
  5 years ago
  Hi Turf03
  To efficiently compute these values, it is best to create an additional Calendar table and link it to the fact table.
  I assume you have one table that contains this data structure:
  To calculate the measures described above, use these codes:
  Yesterday Sales = CALCULATE(Sum('Table'[Sales]), 'Calendar'[Date] = TODAY() - 1) Today Sales = CALCULATE(Sum('Table'[Sales]), 'Calendar'[Date] = TODAY()) Sales Variance = [Today Sales] - [Yesterday Sales] LY Sales = CALCULATE(Sum('Table'[Sales]), 'Calendar'[Date] = DATE(YEAR(TODAY())-1, MONTH(TODAY()), DAY(TODAY())))
  
  I am also sending the .pbix file so you can check how it works.
  https://gofile.io/d/5cbVFu
  
  _______________
  If I helped, please accept the solution and give kudos! 😀