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KPIs in Power BI

1. KPIs in Power BI

In this screencast, we will review how to make simple calculations with SUMX and DIVIDE, we’ll create KPI visualizations, and we’ll introduce the analytics pane. Let’s say the CFO wants to explore average revenue per unit, and they want to know if the company is hitting its price targets. First, it looks like someone accidentally deleted our revenue measure. No problem, we’ll create a new measure by right-clicking on the Sales_Fact table, then new measure. We’ll use SUMX to sum Gross Sales and then add SUMX of Discount/Premium. Great, looks like that fixed the errors. Now let’s calculate the average revenue per unit. We'll use DIVIDE to divide revenue by the SUMX of units sold. We'll add these to a table visual with Product_ID and an Average of Target Sales Price. Let’s make sure to format our numbers as currency to the nearest two decimal points. Interesting! We can already start to see some trends, like, on average, the company is beating its price targets by about 23 cents per unit. But not every unit is outperforming its target. While this simple table gets the job done, we can make this dashboard more impactful with a KPI visual. For this visual, we'll add Avg Unit Revenue to the value section and set our target as the average Target Sales Price and our trend as Date Hierarchy from the Dates table. But wait, these numbers don’t match the table above. That’s because the KPI visual uses the last period from the date trend. To see how this works, we'll add a slicer for years and pick a year. Now the numbers match, and we can get a difference between the value and the target. Let’s make that distance to goal a value instead of a percent. Nice! And we if we select product from the table, it will cross-filter. Wow! The CFO will be impressed with this. The CFO could also be interested in seeing this trend across a time series. Let’s add a clustered column chart by Year with Average Revenue per Unit and the average of Target Sale Price. The analytics pane is a powerful tool that lets us easily add interesting benchmarks and trend lines to a handful of visuals. Click on the magnifying glass icon to get there. Then we can simply add a trend line and an average line, and format their look here. It’s that easy, and it definitely steps up the power of this visual. Incredible! We created this dashboard in just a few minutes. Now it’s your turn to give it a try.

2. Let's practice!

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