If you are new to the DAX formula and Power BI, you may get stuck while calculating year-to-date totals. We at Enterprise DNA offer Year To Date Calculation in Power BI, which can help you with this problem.
As a Power BI user, you are probably familiar with DAX concepts such as non-overlapping functions. You might also be familiar with them because they overlap when doing Excel calculations. In the end, there is only one non-overlapping function, which is the row function that is easy to remember: YTD (Year To Date). It takes an integer value as input and returns a value from 1 to 12, which can also be used for date calculations.
How To Measure Monthly Moving Average With Year To Date Calculation?
- You first need to change the calculation of the measure you want to a year-to-date.
- Select the measure, right-click on it and select edit calculation. A new window will pop up. Select DAX and click on Evaluate Expression to build a new expression:
- Add the following formula to complete the expression:
- Fill in [year] and [month] depending on what you want your moving average to be.
- Click OK to save the formula and close the window.
- Now, change the measure again, open its calculation window, and return to your DAX formula. Repeat steps 3 and 4 above. Fill in one of the DAX functions with your new [year] or [month] number depending on what you are now looking for. In my case, I want to see the monthly moving average, so I will use the AVERAGE function and fill in [year].
- Click OK, and you are done!
Make sure that your formulas use the same inputs when you copy them to different measures. It is important to understand that after you change your Year To Date Calculation method on one measure, all other measures using this measure will update automatically because they inherit their calculation from the measure.
What is Power BI KPI?
- A KPI (Key Performance Indicator) is a metric that helps you measure the performance of your business. In other words, it's a single number to reflect how well you're doing.
- Power BI has three predefined KPIs: Revenue KPI, Margin KPI and Profit Margin KPI. These KPIs are calculated based on the metrics in your model. Together with these predefined KPIs, you can also create your own KPIs, which can be more useful for your specific business requirements.
- Unlike other business intelligence products, Power BI doesn't just summate your KPIs. You can customize them by using columns and metrics to show the data you're interested in. And then even customize how you want to see the data by using charts and filters, which is critical for any business to ensure it gets all the information it needs for its KPIs.
- Power BI KPI is a great tool to understand how your business is doing in a quick and easy-to-understand way. It helps all the stakeholders in the organization, from managers, directors and C-level people to other departments such as finance, operations etc. By having access to these KPIs regularly, you can make changes in your plans for your company which will help you progress.
How To Visualize KPI In Power BI Using Dashboard?
- Power BI KPI Dashboard template in the saved queries section. You can save this template as a report and use it to visualize your KPIs.
- After you have saved the KPI Dashboard, you will see a chart for each KPI in your dashboard. You will also see that the charts are placed in rows. It means that you need to arrange these charts in specific ways to get an intuitive visualization of your KPIs:
- The revenue KPI will be calculated regardless of other metrics and KPIs in your model. Therefore you can see that its chart is placed on the bottom row. On the other hand, Profit Margin KPI is calculated based on Revenue and Margin, so the chart of Profit margin KPI will be placed on top of the Revenue KPI.
- This is a very customizable feature in Power BI KPI that helps users get the insight they need into their data, especially their KPIs.
- Finally, you're ready to customize your dashboards to reflect how you want to see the information.
All columns and metrics for the KPIs are placed on the right-hand side of the dashboard. You can use them to customize your dashboards however you want.
Conclusion:
Enterprise DNA offers DAX Tutorials and Power BI Courses which can help you master the DAX formula and Power BI. If you are serious about your career in analytics, we recommend you look at this training. We offer DAX Training and Power BI Training, which will help you master these platforms and become an advanced data analyst.
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