Forum Discussion
How does one setup a single visual that can display various timeframes, versions and values?
Hello Anonymous,
Thanks for your update.To display and dynamically switch three measures (e.g., Sales, $ Variance, % Variance) in a single visual using the hierarchical field parameter approach, you can extend the solution by creating multiple field parameters or enhancing the existing parameter table. Below approach might help you:
- Add rows to the parameter table to include all combinations for the three measures (Sales, $ Variance, % Variance) across Versions (Actual, Forecast, Budget) and Timeframes (MTD, YTD, WTD).
- Create separate field parameters for each measure type (Sales, $ Variance, % Variance). Each parameter table would contain the combinations of Versions and Timeframes for that measure. Link these parameters to the visual (e.g., a matrix with three columns).
- Check each measure's DAX definition accounts for the selected timeframe using time intelligence functions (e.g., TOTALYTD, DATESMTD) and calculates variances correctly (e.g., [Forecast] - [Actual] for $ Variance, ([Forecast] - [Actual]) / [Actual] for % Variance).
This setup will reflect your example (e.g., Market1 showing Sales, $ Variance, % Variance) and allow dynamic switching.
I trust this information proves useful. If it does, kindly “Accept as solution” and give it a 'Kudos' to help others locate it easily.
Thank you.
Appologies for the delay in responding. I was out on PTO and tied up with another project. This information is VERY helpful. This works great for changing a single value (e.g. Sales) on my visual. However, in my example I need to change three values (e.g. Sales, $ variance, % variance). How does one change three measures in the visual? Please revisit my example. Thanks again so much for the assistance give so far.
Hello Anonymous,
Thanks for your update.To display and dynamically switch three measures (e.g., Sales, $ Variance, % Variance) in a single visual using the hierarchical field parameter approach, you can extend the solution by creating multiple field parameters or enhancing the existing parameter table. Below approach might help you:
- Add rows to the parameter table to include all combinations for the three measures (Sales, $ Variance, % Variance) across Versions (Actual, Forecast, Budget) and Timeframes (MTD, YTD, WTD).
- Create separate field parameters for each measure type (Sales, $ Variance, % Variance). Each parameter table would contain the combinations of Versions and Timeframes for that measure. Link these parameters to the visual (e.g., a matrix with three columns).
- Check each measure's DAX definition accounts for the selected timeframe using time intelligence functions (e.g., TOTALYTD, DATESMTD) and calculates variances correctly (e.g., [Forecast] - [Actual] for $ Variance, ([Forecast] - [Actual]) / [Actual] for % Variance).
This setup will reflect your example (e.g., Market1 showing Sales, $ Variance, % Variance) and allow dynamic switching.
I trust this information proves useful. If it does, kindly “Accept as solution” and give it a 'Kudos' to help others locate it easily.
Thank you.Hi Anonymous,
I hope this information is helpful. Please let me know if you have any further questions or if you'd like to discuss this further. If this answers your question, please accept it as a solution and give it a 'Kudos' so other community members with similar problems can find a solution faster.
Thank you.