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Nerdywantocode's avatar
2 years ago
Solved

Get help in creating a suitable visulization

Hi guys, currently I'm having a task to present the number of sale for each product (for example A,B,C..) of each department in my company over 3 most recent months in Power Bi. Could you guys suggest me a visual in which could show those criteria. My desire output is to pdf, in which I have to send to my leader by email, thus using drill interation in PBI is not a good option.

 

Thanks a lot,

 

Regards,

16 Replies

  • Nerdywantocode , if no date is selected you can have a measure like this and use in visual

     

    3 month Today =
    var _min = eomonth(today(),-3)+1
    var _max = today()
    return
    CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

     

     

    3 month not current =
    var _min = eomonth(today(),-4)+1
    var _max = eomonth(today(),-1)
    return
    CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

  • Hi Nerdywantocode 

    It is very difficult to answer such a question without delving into the data itself and a precise specification that includes the exact goals of the requested report and what exactly will be done with each number that appears in it + how many products and departments exactly exist to understand the required layout.

    But I will try to give the general direction, the only visualization that allows you to easily see a combination of several metrics and is easy to read is a matrix/combined table in the case you described, probably the metrics will be at the department and product level when the order of the hierarchy between them depends on the main need, whether you check each department separately and measure the products or for each product you check which department has good performance and which department needs to improve.

    The metrics:

    Total sales for the department (with a bar graph of ranking like in picture 1)
    3-month trend line/small columns (like in picture 2)
    Maybe the percentage change from the beginning of the measurement/other historical period with alerts using a red circle in case of decreases (picture 3)
    And so on as needed...

     

    If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.

     

     

     

    • Nerdywantocode's avatar
      Nerdywantocode
      Helper I

      Thank you for your idea, but it's look like it's not suitable for a pdf report. I think it's should work well for a dashboard report, but my lead dont want that 😞

  • Uzi2019's avatar
    Uzi2019
    Community Champion

    Hi Nerdywantocode 

    You can represent this scenario in multiple ways
    1) One simple way to represent in a table where absolute value are display

    where I have taken Month and product in Row 
    Department in Column
    Sales in values

     

    2) Dept wise Sales over a Month

     

    3) Tree map but if yoh have less data in Product for each dept

     

    It has Month, Dept, Product with Sales data.
    This will not show you month on month trends for thrend analysis try below visual.

    4) stacked column chart for month wise trend against different dept

     

    X axis Month
    Y axis Sales
    Legends Product
    Small multiple Dept

     

     

    I hope this would give you an idea how to present your data using different visual.

     

    I hope I answered your question!

     

     

    • Nerdywantocode's avatar
      Nerdywantocode
      Helper I

      Thanks a lot for those suggestions. I prefer a stacked column chart like your 2nd suggestion but I want to present department and sales . Could you see my latest post for more detail 😄

      • Uzi2019's avatar
        Uzi2019
        Community Champion

        Hi Nerdywantocode 
        Try this chart

         

        Custom column chart

        Or try this

         

         

        or month on month comparison try this chart

         

         

        I hope I answered your question!

         

         

  • Hi Guys, thanks all for the solution. Sorry for not giving sample data. Here is sample data look like:

     

     

    I think i might use a stacked column chart like this. But I'm having trouble in making those column stack with each other for each month. Can someone help me to fix this:

    Regards,