Forum Discussion

Impactful Individual

9 years ago

Solved

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 wit...

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v-qiuyu-msft
9 years ago
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

dkay84_PowerBI

Microsoft Employee

9 years ago

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.

ovetteabejuela

Impactful Individual

9 years ago

I can't share the actual data so I made a smaller version but this yields the same behaviour:

Date	Employee	Completed	Target
12/1/2016	12345	51	100
12/2/2016	12345	63	100
12/3/2016	12345	77	100
12/4/2016	12345	37	100
12/5/2016	12345	91	100
12/6/2016	12345	96	100
12/7/2016	12345	82	100
12/8/2016	12345	26	100
12/9/2016	12345	59	100
12/10/2016	12345	53	100
12/11/2016	12345	79	100
12/12/2016	12345	51	100
12/13/2016	12345	83	100
12/14/2016	12345	88	100
12/15/2016	12345	65	100
12/1/2016	55342	29	100
12/2/2016	55342	69	100
12/3/2016	55342	87	100
12/4/2016	55342	51	100
12/5/2016	55342	90	100
12/6/2016	55342	91	100
12/7/2016	55342	72	100
12/8/2016	55342	86	100
12/9/2016	55342	25	100
12/10/2016	55342	33	100
12/11/2016	55342	45	100
12/12/2016	55342	86	100
12/13/2016	55342	97	100
12/14/2016	55342	50	100
12/15/2016	55342	82	100
12/1/2016	33452	63	100
12/2/2016	33452	84	100
12/3/2016	33452	61	100
12/4/2016	33452	34	100
12/5/2016	33452	84	100
12/6/2016	33452	90	100
12/7/2016	33452	89	100
12/8/2016	33452	42	100
12/9/2016	33452	49	100
12/10/2016	33452	28	100
12/11/2016	33452	79	100
12/12/2016	33452	100	100
12/13/2016	33452	46	100
12/14/2016	33452	88	100
12/15/2016	33452	64	100

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KPI Visualization with Trend

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