Constant Currency Analysis (Power BI DAX Tutorial)

Constant currency analysis is very popular when we need to take out FX rate fluctuations from our analysis. There are many different methodologies that companies used for determining what constant FX rate to apply to the historical values. In our tutorial, we will take a look at the time window for our analysis, figure out … Continue reading Constant Currency Analysis (Power BI DAX Tutorial)

Cumulative Discount or Commission Calculation (Power BI DAX Tutorial)

If you are looking to challenge your DAX skills while trying to figure out how to calculate a Cumulative Discount (or a Cumulative Commission) then this tutorial is for you. https://youtu.be/9hGowlw4YPc A Cumulative discount is calculated by finding the cumulative sales in the specified discount window, and then, using the cumulative sales as the parameter … Continue reading Cumulative Discount or Commission Calculation (Power BI DAX Tutorial)

How to Calculate Revenue and Margin Using Price and Cost History Tables (Power BI DAX Tutorial)

I use Sales data a lot in my tutorials and usually the Sales Fact table will have the following fields in it: DateProductRevenueUnits Along with a bunch of other stuff…. Now, it is actually very common for a company to only provide Units in the Sales Table along with a Price History and/or Cost History … Continue reading How to Calculate Revenue and Margin Using Price and Cost History Tables (Power BI DAX Tutorial)

DAX for Perfect Price Volume Mix (PVM) Calculation (Power BI Tutorial)

This is the third installment in the series; however, you are not required to read the previous two to follow along. Part I - I frame up the basic concept of analysis in  and suggest a light way easy formula for the PVM calculation Part II - I refine the Mix component of PVM to … Continue reading DAX for Perfect Price Volume Mix (PVM) Calculation (Power BI Tutorial)

Part II – The Definitive Guide to Price Volume Mix Calculation (PVM) in Power BI – The Perfect Mix

EDIT 2020-12-14: if you are looking for the perfect mathematical formula and the DAX necessary to implement PVM, please go the latest post/video in this series - DAX for Perfect Price Volume Mix (PVM) Calculation (Power BI Tutorial) In the Part I of this series, I mentioned that I was cutting some corners with my calculation … Continue reading Part II – The Definitive Guide to Price Volume Mix Calculation (PVM) in Power BI – The Perfect Mix

Part I – The Definitive Guide to Price Volume Mix Calculation (PVM) in Power BI – Theory

EDIT 2020-12-14: if you are looking for the perfect mathematical formula and the DAX necessary to implement PVM, please go the latest post/video in this series - DAX for Perfect Price Volume Mix (PVM) Calculation (Power BI Tutorial) Edit: I recommend that you watch this video first as I cover the important theory in detail and … Continue reading Part I – The Definitive Guide to Price Volume Mix Calculation (PVM) in Power BI – Theory

Build an Ultimate KPI Using a Smart Narrative (Power BI Tutorial)

Until now, I have not been very successful with building a perfect KPI visual that would meet my criteria of being able to show the three critical data points that define a KPI for me: Actual ValueTarget ValueTrend (UP, DOWN, SAME) The out of the box KPI visual has so many limitations that I should … Continue reading Build an Ultimate KPI Using a Smart Narrative (Power BI Tutorial)

How to Build a Multi-KPI Comparator Using Calculation Groups (Power BI DAX Tutorial)

As the name suggests, a multi-kpi comparator allows you to compare multiple KPIs or measures on the same chart. This way you can dramatically reduce the clutter on your Power BI report page. You can select what measure you would like to see in bars for example and which one should go into a line. … Continue reading How to Build a Multi-KPI Comparator Using Calculation Groups (Power BI DAX Tutorial)

Anomaly Detection Calculation Using DAX (Power BI Tutorial)

I am not trying to take Microsoft out of business, but after I read on the Power BI team's blog that the anomaly detection feature was coming, I decided to see if I could implement something like this myself using DAX. Turns out we can build something very useful without having to run regressions and … Continue reading Anomaly Detection Calculation Using DAX (Power BI Tutorial)

Supercharge KPIs with Rankings (When Trend And Target Are Not Enough) (Plus a RANKX() DAX Function Tutorial)

A few posts ago I talked about KPIs and how they can be significantly improved by adding a trend. The question is, however, can we do even better? Can we have a current value, a target and a trend and still add more color to a KPI? Turns out that we can, and we can … Continue reading Supercharge KPIs with Rankings (When Trend And Target Are Not Enough) (Plus a RANKX() DAX Function Tutorial)