Power BI Financial Dashboard: Select Current Month/QTD/YTD Display 📈📊

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  • čas pƙidĂĄn 14. 11. 2017
  • In this Power BI for Finance Series, I take you step-by-step in building Power BI financial reports and dashboards.
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  • Věda a technologie

Komentáƙe • 37

  • @dheerasettipalli8148
    @dheerasettipalli8148 Pƙed 3 lety +3

    The downloadable file links related to Financial Dashboards are not working

  • @TheMwaters4
    @TheMwaters4 Pƙed 4 lety +1

    Avi... how can I make QTD with custom fiscal year?? ours ends 10/31... thanks!

  • @Bayesboss
    @Bayesboss Pƙed 6 lety

    Avi, do you know what DAX formulas for YTD and same period of last year will work for fiscal months? For example, a fiscal month of June is June 02-June 29, July= June 30-July 27

  • @GlennCogar
    @GlennCogar Pƙed 6 lety +1

    Hi Avi, is there a video on how to create the 'disconnected slicer'?

  • @1987Mrpankaj
    @1987Mrpankaj Pƙed 4 lety

    Hi I need calculating MTD total collection current year and same period for the last year..

  • @darraghftown1
    @darraghftown1 Pƙed 4 lety +1

    Hi AVI, Where is the video explaining the measure list please?

  • @rauljimenez5485
    @rauljimenez5485 Pƙed 5 lety +1

    This is great content!!! Explained in a simple, straight to the point way!! Very usefull workflow!

    • @PowerBIPro
      @PowerBIPro  Pƙed 5 lety

      Hi Raul Jimenez.
      Glad that you found this video helpful. Thanks for the compliment.
      ⚡Power On!⚡ / Avi
      ★ Power BI Complete Tutorial: czcams.com/video/AGrl-H87pRU/video.html ★
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  • @hamzamottali3567
    @hamzamottali3567 Pƙed 3 lety

    Hello, please I have a question .
    i calculated a value by measure and I want to display automatically this value in the next month, how can i do that ? i tried nextmonth fucntion but didn't work with me, would you help me please ?

  • @wajdimatoussi
    @wajdimatoussi Pƙed 5 lety

    Hi Avi
    Is there any formula for Half To date ? For one semester cumulative dynamic total
    Otherwise how we can get this cumulativ total please
    Thanks

  • @biswajeetswaro7831
    @biswajeetswaro7831 Pƙed 5 lety

    Hi Avi , How you created value, goal, status inside all the measures

  • @michealreynolds7498
    @michealreynolds7498 Pƙed 6 lety

    Avi, that is a very cool application of the SWITCH function. I have tried to use it, but, after watching this, I did it with the by writing the DAX measure within the switch and not stand alone DAX measures. Please keep sharing these very valuable insights. This really helps my understanding of building better models that require less future maintenance. Thanks.

    • @PowerBIPro
      @PowerBIPro  Pƙed 6 lety

      Awesome Michael! Yeah, that's the whole point - work less but get more done!! How about that.
      ⚡Power On!⚡ / Avi
      Power BI Beginner Tutorial: czcams.com/play/PL7GQQXV5Z8ef2SjkDpLnvsz7TAQjlzlpO.html

  • @ricardoabella867
    @ricardoabella867 Pƙed 2 lety

    Hi Avi I am interested on the calculation of QTD and MTD for fiscal year. If you have it please let me know and what is the cost

  • @gobhardwaj
    @gobhardwaj Pƙed 5 lety

    Can we do this with live connection as well? We're using Azure and trying to implement the same with live connection.

    • @PowerBIPro
      @PowerBIPro  Pƙed 5 lety

      Yes, this should be possible with Direct Query (umm...that's what you meant by Live Connection, right?).
      If you run into trouble join me for TalkPowerBI LIVE on Fridays (link below) and may be we can discuss further.
      ⚡Power On!⚡ / Avi
      ★ Subscribe and Join me LIVE for Talk Power BI Fridays czcams.com/users/PowerBIProlive ★

  • @yaolanjin100
    @yaolanjin100 Pƙed 5 lety

    This is cool! But I dont know how to set up the YTD, QTD MTD calculation at the top yet. Need to learn that first.

    • @yaolanjin100
      @yaolanjin100 Pƙed 5 lety

      do you have another video that explains how you create YTD, MTD calculations? I cannot find it in your list. Thank you!

  • @superbenbenben
    @superbenbenben Pƙed 5 lety +2

    Hi Avi! Can you upload a copy of this pbix?

    • @PowerBIPro
      @PowerBIPro  Pƙed 5 lety +2

      Hey Ben, you can download the pbix file here www.learnpowerbi.com/bonus-download.
      ⚡Power On!⚡ / Avi
      ★ Power BI Beginner Tutorial: czcams.com/play/PL7GQQXV5Z8ef2SjkDpLnvsz7TAQjlzlpO.html ★
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    • @lydiayang8847
      @lydiayang8847 Pƙed 3 lety

      @@PowerBIProThe download link have 5 pbix files without what you shared in this video.

  • @shyamthakur9799
    @shyamthakur9799 Pƙed 6 lety

    How to get this power bi dashboard...please share link to download this data set

    • @PowerBIPro
      @PowerBIPro  Pƙed 6 lety

      Hey Shyam, you could try
      www.LearnPowerBI.com/download but this might be one of the lessons which has download files only insider my paid Learn Power BI program. If you're interested in the paid program you can sign up for the wait list www.learnpowerbi.com/waitlist

  • @deepakiran5204
    @deepakiran5204 Pƙed 2 lety

    Hi Avi, I don't need to calculate PTD ,YTD,QTD using measures in power bi because its precalculated in database and when I am importing it my fact table is containing that columns...so I hope u understood my situation...Is there any possibility for creating dynamic slicer selection to choose YTD, PTD,QTD using calculated column? Please help.Thanks in advance.

    • @PowerBIPro
      @PowerBIPro  Pƙed 2 lety +1

      Hey Deepa, I think what you need is to define a Slicer where user can select what they want to see YTD, QTD etc.
      Then create a measure that detects the Slicer selection and shows the right information.
      For more specific help, consider joining our monthly LIVE Technical Q&A Call.
      See www.TalkPowerBI.com for all our live Events.
      Power On! / Avi

    • @deepakiran5204
      @deepakiran5204 Pƙed 2 lety

      @@PowerBIPro Thanks Avi, I have already created a table and measure to show dynamic slicer..its working fine.

  • @deepakiran5204
    @deepakiran5204 Pƙed 2 lety

    Hi Avi , how to get ACTUAL SELECT, BUDGET SELECT ETC.,

  • @user-ll2sn8kp8w
    @user-ll2sn8kp8w Pƙed 5 lety

    Thats exactly what i searched for

    • @PowerBIPro
      @PowerBIPro  Pƙed 5 lety

      Hey there, I'm glad you found what you're searching for. Stay tune as lots of surprises coming. Power On! / Avi
      ‱ Power BI Tutorial goo.gl/KRRkPG ‱ Join Me Live! czcams.com/users/powerbiprolive

  • @kennethstephani692
    @kennethstephani692 Pƙed 2 lety

    Please make lesson pbix file available.

  • @vladimircelica3050
    @vladimircelica3050 Pƙed 5 lety

    Is this Dashboard or Report? I assume that this is report with pages?

    • @PowerBIPro
      @PowerBIPro  Pƙed 5 lety

      It is a "Power BI Report" but in the regular sense of the word I would call it a "Dashboard". Here is how Stephen Few defines Dashboard "A dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance."
      ⚡Power On!⚡ / Avi
      ★ Power BI Beginner Tutorial: czcams.com/play/PL7GQQXV5Z8ef2SjkDpLnvsz7TAQjlzlpO.html ★
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    • @vladimircelica3050
      @vladimircelica3050 Pƙed 5 lety

      Can you make "Power BI Dashboard" to have same functionality like report in this video?

    • @PowerBIPro
      @PowerBIPro  Pƙed 5 lety

      you betcha! The way to do that is you Pin a whole report page to the Dashboard. Try this one czcams.com/video/EzhfBpPboPA/video.html
      ⚡Power On!⚡ / Avi
      ★ Power BI Beginner Tutorial: czcams.com/play/PL7GQQXV5Z8ef2SjkDpLnvsz7TAQjlzlpO.html ★
      ★ Subscribe and Join me LIVE for Talk Power BI Fridays czcams.com/users/PowerBIProlive ★

  • @REgamesplayer
    @REgamesplayer Pƙed 3 lety

    Showing is not enough. It is best done by doing.

  • @TheresaJones044
    @TheresaJones044 Pƙed 5 lety +1

    This was not a good tutorial. I got nothing

    • @PowerBIPro
      @PowerBIPro  Pƙed 5 lety

      +jenifer phiri What were you specifically looking for?
      If you were looking for Calendar Table watch the complete Calendar playlist here czcams.com/play/PL7GQQXV5Z8eczWqKFMDVoHMjTcpH3tgZm.html
      If you are looking to build a Financial Dashboard I did a more detailed video here czcams.com/video/1WQ2cayxjTo/video.html
      Else join me for my Live on TalkPowerBI Fridays and I can help you more (link below)
      ⚡Power On!⚡Avi
      ** Join me for next #TalkPowerBI Live on Fridays www.CZcams.com/PowerBIPro/Live **