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Patrick2's avatar
Patrick2
New Member
8 years ago
Solved

Dynamic calculation of key performance indicators

Good day,

 

We are building a dashboard for our sales team. There are multiple key performance indicators (KPI) which categorize our clients. In my example here we use: MEAN, MAX, SUM and STD.  

 

Now, we want the KPI to re-calculate based on the filter "year". 

 

 

Example 

 

MEAN (over all years): 0,07

Click on Filter 2016

Power BI recalculates the Field

MEAN (for 2016 only): X,XX

 

Our current simplified setup looks like this

 

 

 

Wert = SUMMARIZE('Shipments';'Shipments'[Local Client];"SUM";CALCULATE(SUM(Shipments[Value])); 
"MAX"; CALCULATE(MAX(Shipments[Value])); "MEAN"; CALCULATE(AVERAGE(Shipments[Value])); 
"STD"; CALCULATE(SQRT(VAR.P(Shipments[Value]))))

 

Right now the values won't re-calculate. 

 

What are we missing?

 

Thank you very much

 

 

  • v-yulgu-msft's avatar
    v-yulgu-msft
    8 years ago

    Hi Patrick2,

     

    As calculated table data is static since it is initialized, it won't dynamically change depend on slicer selection. To achieve your requirement, you should create measures:

     

    MEAN=AVERAGE(Shipments[Value])
    MAX=MAX(Shipments[Value])
    SUM=SUM(Shipments[Value])
    STD=CALCULATE(SQRT(VAR.P(Shipments[Value])))

     

    Add above measures and 'Shipments'[Local client] into visual.

     

    Regards,

    Yuliana Gu

1 Reply

  • v-yulgu-msft's avatar
    v-yulgu-msft
    Microsoft Employee
    8 years ago

    Hi Patrick2,

     

    As calculated table data is static since it is initialized, it won't dynamically change depend on slicer selection. To achieve your requirement, you should create measures:

     

    MEAN=AVERAGE(Shipments[Value])
    MAX=MAX(Shipments[Value])
    SUM=SUM(Shipments[Value])
    STD=CALCULATE(SQRT(VAR.P(Shipments[Value])))

     

    Add above measures and 'Shipments'[Local client] into visual.

     

    Regards,

    Yuliana Gu