KPI Value as Final Rather Than Weighted Value

[berkbulten]

Dear All,

In KPI Visualization, it shows last month value rather than YTD. I am using variable to calculate the value and when I go to "Show as a table" I see value is calculated correctly. Only problem is that KPI is showing latest value rather than weighted value.

Thanks for your support in advance.

[AllisonKennedy]

@berkbulten  What do you mean by 'weighted' value? Can you please provide the formulas, columns and measures you're using in the KPI and also what relationships exist between tables (I'm guessing you have 'month' in the 'trend'? and hope that's in a date table?)

[berkbulten]

Thanks Allison for your time!

Here the details; as you can see from the below, it shows final month rather than YTD value.

Variable:

KPI

[AllisonKennedy]

@berkbulten  If you want YTD you will need to put Date[Year] in the trend rather than [Date]. KPI built in visual is not very intuitive. A guage visual can be another alternative if you're looking for progress toward a YTD goal. The KPI visual always displays the latest period's value based on what you put in 'trend'. 

Also, not sure what the 6.72 refers to as the column headings are cut off in your screenshot?

[amitchandak]

@berkbulten , I have doubt, there is no ytd is used ?

As per KPI Visual, it does seem like it will show YTD

https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-kpi

refer for YOY or YTD

https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

[berkbulten]

Sorry, I could not understand what you mean.

My purpose is to show (All Year Sales / All Year Qty). When I choose card rather than KPI, it works. But when I choose KPI, it shows the final value.

[AllisonKennedy · Accepted solution]

@berkbulten 

In your date table, do you have a column for [Year]? If not, create one, and put that in Trend in the visual instead of [Date] and this should fix your KPI. 

Here is info on date table if you don't have Year in yours already: 

https://excelwithallison.blogspot.com/2020/04/dimdate-what-why-and-how.html

[berkbulten]

@AllisonKennedy , you are the best! Thank you very much it works when I use year of the date in Trend.

@amitchandak, thank you also!

[AllisonKennedy]

@berkbulten  You are very welcome. It took me ages to figure out how to properly use the KPI visual. 🙂