KPI Visual to compare previous month with same period last year

[Samhunt]

Hello all, 

I want to create a KPI Visual that will have as value my previous month's revenue and as a target it will be my last year's revenue for the same month with a 30% increase. 

For example, now we have February, I want my Value to be my revenue for January, and my target to be January 2023 with an increase of 30%, so if that was 10000 I want my target to be 13000

Best Regards

[Samhunt · Accepted solution]

Hello all, 

So the solution I found is the following 

I created one Measure with the formula below to calculate last months sales and use as my Value

Previous Month Profit = CALCULATE(

    [Total Revenue], MONTH('Sales Data'[Date])=MONTH(TODAY())-1,

    YEAR('Sales Data'[Date])=YEAR(TODAY())) 

And for the same period last year the following formula which I used as the Target. 

Previous Year Previous Month  Profit = CALCULATE(

    [Total Revenue], MONTH('Sales Data'[Date])=MONTH(TODAY())-1,

    YEAR('Sales Data'[Date])=YEAR(TODAY())-1) * 1.3

 Regards

[Anonymous]

Hi @Samhunt 

Thanks for sharing!

Best Regards,

Jayleny

[Anonymous]

Hi @Samhunt 

In order to fulfill your needs, you need to prepare a table,The table needs to contain the following

• A value field that represents your current value, such as previous month’s revenue
• A trend field that represents your time dimension, such as month

You can use Power BI’s built-in functions or custom columns to calculate the target field, for example:

Target = CALCULATE([Revenue], SAMEPERIODLASTYEAR('Date'[Month])) * 1.3

Then, you can follow these steps to create a KPI visual:

• In the Visualizations pane, select the KPI icon
• Drag your value field to the Value field
• Drag your target field to the Target field
• Drag your trend field to the Trend axis field
• In the Format visual pane, adjust the style and color of your KPI

Best Regards,

Jayleny

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