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 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.....
Need Help

3 Replies

  • 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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