Really enjoying these videos,they’re much more realistic for actual use cases than many other tutorials. I would love to see the health and safety dashboard you mentioned at the end!
Thanks Barbara, I try to create videos based on solving some of the issues I have faced in real life. Glad they are of use. I'll see if I can find a dummy health and safety data set, and recreate a dashboard
I appreciate your content , the first video so far for me to watch on your youtube channel but I heard a lot of maven analytics team members appreciating your work. Great job
Do you have a video that shows me how to do this but where I would need a column index instead of a row? So I want 5 columns and one row under the 5 columns that is populated from PBI values.
Hi Gerard, Very nice video with explanation. With this approach, Is it possible to create a new column at the end to show the trend of each kpis across last few months using this switch true mechanism ? Kind of sparkline for each kpis
This is great video and learned on KPI dashboard. I have got a slightly different KPI dashboard, can you advise how to do it? similar to the details you mentioned category, definition, target and previous three months numbers for each KPI. How do I make relationship from this static table to invoice table to retrieve monthly information against these metrics?
@maheshbabumamidi9511 thanks, it's difficult to give advice without seeing the model set up, but potentially using a summary table to list out the value, target and previous 3 months value might work best/easiest
@@dganalysis I can take example of your video itself, instead of category value field, if it has to be monthly category value for 3 months. March Category value, April Category value, May Category value. How do you connect ScorecardTable with other tables to show this monthly values in the score card?
This is stunning, Gerard! Would it be possible to create in one go (not sure if we must create all calcs for PY then do the SWITCH TRUE) another Category Value for PY at a glance users can see YoY. Again very nicely done!
Thanks. Do you mean to add a second or third column for PY and YoY. Unfortunately, you would need a calculation listing out each line item. One workaround would be to use tabular editor or something similar to create groups of calculations. That might make it faster.
I saw the same concept of bringing in an excel template for a large financial report. Which extension does the excel template have? I use opensource but can store in formats like xlsx.
I used xlsx here. The templates are good for keeping the structure and indenting the text. I use it in some of my monthly reports, where sometimes I need to "turn on" or "turn off" rows. I can use the row index to quickly filter out the rows I need to show.
Wow!!! Thank you so much. This opened a whole new perspective for the table visual. Is there any way to shift the sorting arrow of the column header from left to, right? It's very confusing for the end user if the column headers are right aligned and the sorting arrows are at the left-hand side.
I love the score card and have created my own, however when I get to the symbols I am struggling with the percentage. With the regular numbers it works however as soon as I put a row index that has a percentage target, the DAX falls apart. Any ideas?
Yes, you could add a MoM metric to see positive or negative change. As I said, this is more a concept for a score card structure. Feel free to add any metrics that suit the business need
Really enjoying these videos,they’re much more realistic for actual use cases than many other tutorials. I would love to see the health and safety dashboard you mentioned at the end!
Thanks Barbara, I try to create videos based on solving some of the issues I have faced in real life. Glad they are of use.
I'll see if I can find a dummy health and safety data set, and recreate a dashboard
I appreciate your content , the first video so far for me to watch on your youtube channel but I heard a lot of maven analytics team members appreciating your work.
Great job
Thanks Mohamed, appreciate it 👍
Awesome tutorial! Exactly what I was looking for 🙏
Great to hear Alex.... Any other problems you are having, let me know, I will see what I can do....
Another nice job and a great video! Thank you so much for your time and knowledge.
Thank you, glad it was of interest
Perfect, as always) thanks for all this information and great visuals
Thank you 👍
Great Video. Thank You Dear Gerard.
Thanks, much appreciated
Great tutorial, thank you!
@@justinwduff thanks Justin
Pretty sure I will use some of these concepts when I have to deliver a complex P&L statemtent in a few months. Thanks
Great! I use it for quantity tables I create in reporting, and I can "turn off" certain rows if I need to by just filtering the row index numbers.
Thank you very much for this tutorial. What are your canvas dimensions?
Thanks, I think they are the standard 16:9, but usally I use 1600 x 900 px
it looks awesome & interesting
Thanks Gagan🙏
Do you have a video that shows me how to do this but where I would need a column index instead of a row? So I want 5 columns and one row under the 5 columns that is populated from PBI values.
@crazyfactlady is it a single row table, or multiple rows with multiple columns?
Hi Gerard,
Very nice video with explanation. With this approach, Is it possible to create a new column at the end to show the trend of each kpis across last few months using this switch true mechanism ? Kind of sparkline for each kpis
This is great video and learned on KPI dashboard. I have got a slightly different KPI dashboard, can you advise how to do it?
similar to the details you mentioned category, definition, target and previous three months numbers for each KPI. How do I make relationship from this static table to invoice table to retrieve monthly information against these metrics?
@maheshbabumamidi9511 thanks, it's difficult to give advice without seeing the model set up, but potentially using a summary table to list out the value, target and previous 3 months value might work best/easiest
@@dganalysis I can take example of your video itself, instead of category value field, if it has to be monthly category value for 3 months. March Category value, April Category value, May Category value. How do you connect ScorecardTable with other tables to show this monthly values in the score card?
This is stunning, Gerard! Would it be possible to create in one go (not sure if we must create all calcs for PY then do the SWITCH TRUE) another Category Value for PY at a glance users can see YoY. Again very nicely done!
Thanks. Do you mean to add a second or third column for PY and YoY. Unfortunately, you would need a calculation listing out each line item.
One workaround would be to use tabular editor or something similar to create groups of calculations. That might make it faster.
I saw the same concept of bringing in an excel template for a large financial report. Which extension does the excel template have? I use opensource but can store in formats like xlsx.
I used xlsx here. The templates are good for keeping the structure and indenting the text. I use it in some of my monthly reports, where sometimes I need to "turn on" or "turn off" rows. I can use the row index to quickly filter out the rows I need to show.
Wow!!! Thank you so much. This opened a whole new perspective for the table visual.
Is there any way to shift the sorting arrow of the column header from left to, right? It's very confusing for the end user if the column headers are right aligned and the sorting arrows are at the left-hand side.
I'm not sure about that one. I've not seen any option to do that
I love the score card and have created my own, however when I get to the symbols I am struggling with the percentage. With the regular numbers it works however as soon as I put a row index that has a percentage target, the DAX falls apart. Any ideas?
Have you added the dax to format the value as a % ?
What happened if your target change by month?
Yes, you could add a MoM metric to see positive or negative change. As I said, this is more a concept for a score card structure.
Feel free to add any metrics that suit the business need
Can I just build the table in PBI rather than storing it in excel?
Yes, you can manually create a table in power bi if you like. It might take a bit longer, especially if it is a large table.
@@dganalysis thank you for the reply. Love your videos,
@@baw5xc333 thanks, appreciate it