Help Needed: KPI to show total from filtered visual. Example file available.

[AnAnalyst]

I am trying to have my KPI show the same values as the table on my dashboard. I have filters on the second visual below.

Example Files

[Anonymous]

Hi @AnAnalyst ,

Please try this one. I hope this will solve your problem.

KPI =

var t1=SUMMARIZE(

Sheet1,

Sheet1[Project],

Sheet1[Forecast Version],

"Fact vs Plan V",[Fcst vs Plan]

)

var kpiv=SUMX(

FILTER(t1,[Fact vs Plan V]<0),

[FY Fcst vs FY Plan]

)

return

IF(

ISBLANK(kpiv),

0,

kpiv

)

[Anonymous · Accepted solution]

An update. I missed one check. Please try this one.

KPI =

var t1=SUMMARIZE(

Sheet1,

Sheet1[Project],

Sheet1[Forecast Version],

"Fact vs Plan V",[Fcst vs Plan]

)

var kpiv=SUMX(

FILTER(t1,[Fact vs Plan V]<0),

IF([FY Fcst vs FY Plan]<0,0,[FY Fcst vs FY Plan])

)

return

IF(

ISBLANK(kpiv),

0,

kpiv

)

[AnAnalyst]

This is a great solution based on the question I asked. Thank you for the help!

[Anonymous]

Hi AnAnalyst, 

Another possible solution would be to create a mesaure based on the selected projects of the second table.

2nd Table KPI = CALCULATE([FY Fcst vs FY Plan],OR(Sheet1[Project]="202",Sheet1[Project]="708"))

Since project numbers may change frequently, this may not be the most practical or sustainable solution.

But, if you want to skip the filters, it would work...

[AnAnalyst]

Any tips are much appreacited. 

[AnAnalyst]

Up for morning visibility. 

[Nathaniel_C]

Hi @AnAnalyst ,

Working on this... if you need a quick fix apply a visual filter as in the pic. Obviously won't change.

Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathaniel

[AnAnalyst]

Thanks for taking a look. It seems like this should be easy to do but I havnt had any luck.