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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...
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  • 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

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

    • bsas's avatar
      bsas
      Post Patron
      8 years ago

      Use funtion "Edit interaction" in format tab. Or you can use DAX function ISFILTERED to show different values based on slicer.

      • waqar's avatar
        waqar
        Helper I
        8 years ago
        I am unable to catch u , Can u plz prepare a sample dashboard as per my data sheet shared with dale