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hexitated's avatar
hexitated
Icon for Helper I rankHelper I
4 years ago

KPI Visual - Display EBIT% till previous month

Hey, I have a question and wasn't able to move forward yet even though I went through several topics discussing similar issues.

I have a report that displays the EBIT% for every month. My KPI Visual always displays the EBIT% of the current month though. The problem is that this figure is never correct till the month has ended and every costs are considered. So I need to figure out a way to somehow always display the value of the previous month. So the value that is in column EBIT% and row July. The EBIT% is a measure based on my sales and my cost table.

 

Can someone help me out?
Thanks 🙂

Need Help

4 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    4 years ago

    hexitated , Do you have date, then you can use date table and time intelligence

     

    last MTD Sales = CALCULATE([EBIT% ],DATESMTD(dateadd('Date'[Date],-1,MONTH)))
    last month Sales = CALCULATE([EBIT% ],previousmonth('Date'[Date]))

     

    make sure EBIT%  is not using time intelligence

     

    Power BI — Month on Month with or Without Time Intelligence
    https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
    https://www.youtube.com/watch?v=6LUBbvcxtKA

    Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
    Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

    • hexitated's avatar
      hexitated
      Icon for Helper I rankHelper I
      4 years ago

      thanks for the reply but i still don't get it completely. so my structure looks like this

      i am working with a custom date table (year, month, week day short, week day long, quarter etc..) which is connected to the posting dates of sales and cost tables. so my ebit % now is just a measure that divides my ebit measure (sales - costs) by the sum of the sales. all these have their posting date which is connected to my custom date table. the KPI visual that i am working with also takes the year from my custom date table.

      so does that mean i can use time intelligence or is this only possible with your method? and if yes - is there a easy way to get it done without adjusting my date table?

       

      thanks for your time already!!

  • hexitated's avatar
    hexitated
    Icon for Helper I rankHelper I
    4 years ago

    Hey everyone. Unfortunately I am still struggling with the issue. Could someone maybe help me again clarifying my the issue described in the last post?

    Thanks!!

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      Hi hexitated ,

      In order to give you a suitable solution quickly, could you please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

      How to upload PBI in Community

      Best Regards