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
dkay84_PowerBI wrote: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.
I like the idea, but wondering how the graph would look like.... the graph would probably depict the running total per day and not the daily totals.. Hmmmm... I will try that out(if I can).
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
Excellent v-qiuyu-msft, But I would really prefer to have both the running average or total PLUS the historical data.
Thank you for sharing the email, I think I would try to get in touch with the visual owner and see if he is able to give that option.