KPI

[waqar]

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

[Abduvali]

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:

• PBIX and Excel file can be found here in my Library

Hope it helps.

Regards

Abduvali

[bsas]

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")

[v-jiascu-msft]

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]

Hi Dale,

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

https://app.powerbi.com/view?r=eyJrIjoiNjM3Yzk4NzktZWY1OS00ZTY0LWIyODktZDQzNjMwZDg2NzEyIiwidCI6Ijc3Y...

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]

@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]

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]

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

[waqar]

I am unable to catch u , Can u plz prepare a sample dashboard as per my data sheet shared with dale

[v-jiascu-msft]

@waqar

Hi WAQAR,

I updated the file: https://1drv.ms/u/s!ArTqPk2pu-BkgRA83AsQf0mmPbGT. The QuarterActual2 is always the value of the whole quarter. Did you mean this?

Best Regards!

Dale

[waqar · Accepted solution]

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]

Hi Dale,

Hope you are fine.

with referece of last KPI dashboard prepared below custom KPI visual, this time i need to show the difference value between actual and target on visual.

• kPIIndicator.2.0.1

for example 

Actual = 100,000 USD

Target = 80,000 USD

Difference = +20,000 USD (which i need to show on visual with %)

can you plz help me to acheive this objective with any solution available.

Regards...

WAQAR

92 333 3035810

[v-jiascu-msft]

Hi @waqar,

I'm fine. Thank you. 

Please open a new topic in this forum.

Best Regards!

Dale

[waqar]

okay, done it.

REGARDS....

WAQAR

[v-jiascu-msft]

@waqar,

Hi WAQAR,

Thank you for sharing. Glad you worked it out.

Best Regards!

Dale