Create a simple YT DS ales KPI line chart using Power BI
Power BI’s line chart provides a powerful tool for visualizing Sales trends over time, such as the yearly (YTD) Sales Key Performance Indicator (KPI). By tracking Sales on a daily, weekly, or monthly basis, YT DS ales KPIs can assist in making informed strategic decisions
The YT DS ales KPI in Power BI offers significant benefits:
Create a YTD-based Sales KP IL ine chart::
Prepare Your Data:
Create a Measure:
Design the Line Chart:
Add KPIs and Insights:
We will be constructing this KPI
The Final KPI
Building the KPI
We will execute the following actions::
Happy learning!
A selection of DA XF unctions to utilize::
The DAX formula is utilized to compute the Year-to-Date (YTD) profit for the Table1 dataset. The total income earned from the start of the year until now is computed using the data Table1 [Order Date] Column
CALCULATE
The CALCULATE In a modified filter context, the function scrutinizes an expression. In essence, it enables you to adjust the conditions under which information is evaluated
Syntax:
CALCULATE (
SAMEPERIODLASTYEAR
The SAMEPERIODLASTYEAR The time intelligence function of the function yields a table with the same period in the previous year. Comparing year to year comparisons is facilitated by it
Syntax:
SAMEPERIODLASTYEAR (
The DAX was adjusted to reflect the Yo YS ales KPI
Colour KPI on DAX for Sales
It assigns Sales Colour KP IG reen Or Red The amount of money you have, if at all Yo YS ales KPI greater Or Less than zero respectively
The DAX formula generates a KPI indicator by taking into account the Yo YS ales KP value:
Variables:
Logic:
Return:
Understanding basic DAX functions is essential, as detailed in the below article (taken within 3 minutes)
Building the KPI holder:
Choose an alternative Image from the options in Insert Elements -> Image
Writing the Text Box with a Side Head::
Set the Height and Width values to 133 and 44, respectively, in the Format visual under GeneralProperties
Write the code SALES with alphabets one below the other
Set Color to White
Designing the YT DS ales KPI card::
Set Color to #41A4FF and Display units as zero
Including the Yo YS ales KPI segment::
Change the Color to Black and remove the Bold character from the font
Adding the Line Chart:
Rearrange Title and Values while viewing on the Y-axis
The last step was to create a Line Chart and YT DS ales KPI
The Final KPI
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