Target KPI Visual Question

[Anonymous]

Objective: Create a KPI visual that shows the total email sends for 2024 while the goal and percent change is specific to the 2023 email send total.

Problem: The goal and percent change numbers are not populating.

Summary: The 511k (2024 email send total) number in my screenshot is accurate. For the KPI visual, the Value = Sum of Sent; Trend axis = Year; Target = Last Year, calculated metric: 

LY = CALCULATE(

    SUM('2024_pbi_vers'[Sent]),

    YEAR('2024_pbi_vers'[Scheduled Date]) = 2023

)

Notes: I do also have a date filter on the whole page, limited to 2024 only, as the dataset I'm pulling includes data from past years that I do not want to focus on. Based on my calculated metric, I thought that the KPI visual would compare the 2024 number to the 2023 total but it is not populating. Any ideas as to why this is happening or what I can do to correct this so it does show the 2023 total and the percent change?

[Anonymous · Accepted solution]

Hi @Anonymous 

You can try the following measure.

LY =
CALCULATE (
    SUM ( '2024_pbi_vers'[Sent] ),
    ALLEXCEPT ( '2024_pbi_vers', '2024_pbi_vers'[Scheduled Date] ),
    YEAR ( '2024_pbi_vers'[Scheduled Date] ) = 2023
)

Best Regards!

Yolo Zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[praveen_511]

Try this....

LY = CALCULATE(
SUM('2024_pbi_vers'[Sent]),
FILTER(
'2024_pbi_vers',
YEAR('2024_pbi_vers'[Scheduled Date]) = 2023
)
)

It should properly retrieve the total email sends for 2023 and help populate your goal and percent change in the KPI visual.

[Anonymous]

Amazing, this worked perfectly. Thanks.