Forum Discussion
KPI Visualization with Trend
Hi,
I'm trying to understand how the KPI visualization works because it changes the value once I insert a trend(ie Date).
Can somebody please help me understand this? Below on the left is with trend (Date) and on the right has no trend(actual value throughout the month)
Hi ovetteabejuela,
It seems that you are using the custom visual KPI Indicator, right?
Based on my test, if you don't specify the date column as trend, it will use total values of Completed and Target to calculate status ( 2995-4500)/4500=-33.4%.
If date column is used as trend, it will calculate based on the latest date row follow this formula (211-300)/300=-29.7%.
You can create DAX to calculate running total both for the Target and Completed:
TargetRunningTotal = CALCULATE(SUM('Table1'[Target]),FILTER(ALL('Table1'),MAX('Table1'[Date])>='Table1'[Date]))
CompeletedRunningTotal = CALCULATE(SUM('Table1'[Compeleted]),FILTER(ALL('Table1'),MAX('Table1'[Date])>='Table1'[Date]))After you add those two measure to the KPI indicator visual, you will get the same result whether add the date column as trend or not. As both the latest date row of running total Target and Completed value, and the total row of running total Target and Completed value are the same.
If you have any other doubts about this visual, I would suggest you contact the author of this custom visual by sending email to [email protected].
Best Regards,
Qiuyun Yu
13 Replies
With the KPI visual, the main number shown will always be the latest value in order of date. The purpose is to show the current number. So once you add a date column to your Trend property, the KPI can scan your dates and display the value shown for the latest date.
Hi Phil_Seamark,
You're right, it was the latest figure. I couldn't find a setting that can show the running % but could it be done?
I wanted to show the running % instead of the current one.
Running % would probably be a different measure than the one you are using for point-in-time. Look into TOTALYTD function.
Hope this helps.
David
For the visual WITH the trend, try setting a visual level filter for Date to the same date range (12/1 - 12/31) and see if it gives you the same value as the other KPI.
The other possibility is that their is something up with the measure you are using to calculate your KPI.
Just created a suggestion for new custom visual in the new 'Custom visual blog' released recently :
feel free to support !
The Card with States visual allows you to sum by values which should be a feature in the other KPI visuals, save having to build workarounds
