Dynamic Summary Page based on new data

[Turf03]

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.....

[lkalawski]

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]

@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]

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! 😀