Forum Discussion

jbarnard2's avatar
jbarnard2
Frequent Visitor
2 years ago
Solved

KPI with % change

I am looking to build some KPIs with a % change from the most recent complete period (month or quarter) to a previous period (either previous quarter/month or same quarter/month from previous year), but everything I've found in the community and elsewhere online does not quite work. Here is an example of what I'm trying to achieve:

 

% change calculated with the formula: (Current Period - Previous Period) / Previous Period
 
One of the requirements is that these KPIs sit on the top of a dashboard with other components that show the entire 5 quarter timeframe, and that it dynamically will select the last complete quarter/month or the same one from last year when this is updated. The metric doesn't have to be in the same box as the % change, though.
 
I'm relatively new to PBI - but this was pretty straightforward in Tableau: make a table calculation for % change, then use a lookup function to look back 1 or 5 quarters, depending on input from a parameter switch. If anyone has some insight on how to think about this differently in PBI, it would be greatly appreciated. 

2 Replies