Forum Discussion

Turf03's avatar
Turf03
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 ...
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lkalawski's avatar
lkalawski
Resident Rockstar
5 years ago

Hi Turf03 ,

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's avatar
Turf03
Helper II
5 years ago

lkalawski 

Current Year

DateGroupSales
9/22/2020Electronics5000
9/23/2020Electronics4750
9/24/2020Electronics6000

 

Last Year

DateGroupSales

9/24/2019

Electronics4578
9/25/2019Electronics3555
9/26/2019Electronics5689

 

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's avatar
    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

     

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