Forum Discussion

waqar's avatar
waqar
Helper I
8 years ago
Solved

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...
Need Help
  • waqar's avatar
    waqar
    8 years ago

    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

     

    https://we.tl/fEbbWbtMIE

     

    REGARDS..

    WAQAR

v-jiascu-msft's avatar
v-jiascu-msft
Microsoft Employee
8 years ago

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

  • waqar's avatar
    waqar
    Helper I
    8 years ago

    Hi Dale,

     

    FInd below sample link of my dashbaord and excel file for data tables.

     

    https://app.powerbi.com/view?r=eyJrIjoiNjM3Yzk4NzktZWY1OS00ZTY0LWIyODktZDQzNjMwZDg2NzEyIiwidCI6Ijc3YmExMjk4LTM4NWItNGZmYS04NmY2LWUyYzQ2NDczMjc2YSIsImMiOjl9

     

    Excel File Link

    https://we.tl/vwDLh5TMSb

     

    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  

     

    • v-jiascu-msft's avatar
      v-jiascu-msft
      Microsoft Employee
      8 years ago

      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

      • waqar's avatar
        waqar
        Helper I
        8 years ago

        Dear Dale,

         

        Thanks and appreciated for your prompt response, understood your solution.

         

        But in my case i have number of KPIs in one page, management need to review monthly & quarterly trend as a same time.

         

        Is there any other visual which entertain my query?

         

        REGARDS...

        WAQAR