Forum Discussion
KPI
Dear Concern,
I prepare an KPI dashboard using below custom KPI visual, I need to sum my monthly KPI value in quarter.
Can anybody help me the procedure to maintain monthly and quarter filter.
- kPIIndicator.2.0.1
Regards...
WAQAR
92 333 3035810
Hi Dale,
Appreciate your effort.
I need one tile for each KPI with dynamic filter of month and quarter, i did it somehow with some alterations. find my working in below link
REGARDS..
WAQAR
14 Replies
Hi waqar,
Could you please provide a sample in text mode?
1. Do you mean sum up the monthly KPI? Or evaluate Quarterly KPI?
2. How to show up the sum-up values?
3. A slicer could be good filter.
Best Regards!
Dale
Hi Dale,
FInd below sample link of my dashbaord and excel file for data tables.
Excel File Link
2. I need to sum up monthly KPI value in Quarter and show up in same tile as one value. like in dashbaoard link i need a quarter slicer as per fiscal year to show respective quarter value (aggregated) in net profit tile.
Hope you clear now,
REGARDS...
WAQAR
Hi WAQAR,
I'm afraid we can't add them in one tile. The monthly KPI and the quarterly KPI based on different trend. We can create a new KPI indicator. Please check the file here: https://1drv.ms/u/s!ArTqPk2pu-BkgQ9gRi0Lp1lWEOWY
1. Create a new column "YearQuarter" in the table "Month".
YearQuarter = FORMAT ( [Month], "yyyyQ" )
2. Create two measure.
QuarterlyActual = SUM ( NetProfitOverTarget[Actual] )
QuarterlyTarget = SUM ( NetProfitOverTarget[TARGET] )
3. Create a new visual and slicer.
Best Regards!
Dale
Hi,
Create moth and quarter calculated columns and then use them as slicers.
e.g. for quater
Quarter = FORMAT(Months[StartOfQuarter], "yy") & " Q" & Months[StartOfQuarter].[QuarterNo]
or
QuaterShort = "Q" & Months[StartOfQuarter].[QuarterNo]
for month
Month = FORMAT(Months[Date], "MMMM") {also use index column to sort names correctly - MonthIndex = Months[Date].[Year] * 100 + Months[Date].[MonthNo]}
or
MonthShort = FORMAT(Months[Date], "MMM")
Hi waqar,
The easiest way to achieve this is using Timeline visual and add date stamp on your Excel sheet.
You can see the following by downloading attached pbix see link below:
Hope it helps.
Regards
Abduvali
