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Turf03
Helper II
Helper II

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 changes of data. Similar to what the analysis function on a graph does but in bullet form on a designed tab.

 

For example:

  • Total Sales for yesterday were ....
  • Variance from previous day sales was ....
  • Last year, during the same time the sales were.....
3 REPLIES 3
lkalawski
Memorable Member
Memorable Member

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.



_______________
If I helped, please accept the solution and give kudos! 😀

@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. 

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:

lkalawski_0-1601011240464.png

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())))

 

lkalawski_1-1601011405066.png

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! 😀 

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