Forum Discussion
KPI Visualization with Trend
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
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
A running total (absolute or % values) is a common DAX pattern:
http://www.daxpatterns.com/cumulative-total/
However, I think you may be best served by using the calculated running total in a bar/line chart and creating a separate card visual for the KPI value (rather than using the KPI visual itself).
Can anyone here answer if the trend depicted in the KPI visual would work with a running total?
However, I think you may be best served by using the calculated running total in a bar/line chart and creating a separate card visual for the KPI value (rather than using the KPI visual itself).
I was actually hoping to minimize the use of visualizations on a page. It would have been great if the KPI visual has that option to show the running total instead of the rightmost value(it's not the most recent because when I sorted the date in decending order it took the value/% of the first day of the month rather than the latest day - so it's the rightmost entry).
Thank you by the way for pointing me out to DAX patterns, another reason why I should start digging in to that topic - I know it's there but I haven't started reading about it yet.
I'm thinking that if you have a running total value by date, then using that value in the KPI visual with the date for trend will give you what you want (the most recent day's value would be the current running total) and the trend would depict how your running total has performed over the time period.
