Actual Vs Target To Last Sales Date Using DAX Cumulative Totals In Power BI

Showing Actual Results vs Targets Only To Last Sales Date In Power BI

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In this example, I want to show you how we can generate cumulative totals but only up to a certain point.

Sales versus targets up to certain point in time

A really relevant example if you are running some time comparison analysis and you’re looking at trends over time as a cumulative total in Power BI.

Here’s a description of a specific scenario below.

You want to analyse your results up to a certain date versus the results that you received last year, but because of the misalignment of data, you might have results that look like they exist in the future when those dates haven’t actually come up yet.

Utilizing this simple technique that I run through in this tutorial allows you to create a visualization which actually looks more realistic. Where you only see results up to say the last sale date, for example.

Cumulative Sales in Power BI up to only certain time

This isn’t a very difficult DAX formula technique but one that I’ve seen requested many times in the Enterprise DNA Support Forum from members.

It’s well worth having a good understanding of how you can utilize Variables (VAR) effectively inside of your DAX formulas which I what I have done here.

When trying to showcase trends overtime inside of Power BI, the best thing to do is utilise cumulative totals and to show them visually inside of an area chart in my view.

Sales vs targets 1

I believe this is the most effective visual that you can use when analyzing or comparing trends over time.

For more trend analysis related examples, check out the links below.

Analyze & Showcase Quarter On Quarter Sales Trends In Power BI

Tracking Trends in Power BI Using DAX Formulas

Enjoy working through this one.

Sam

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***** Related Links*****
Cumulative Totals In Power BI Without Any Dates – Advanced DAX
Create Dynamic Cumulative Totals Using DAX In Power BI
Using Variables in DAX – A Detailed Example

***** Related Course Modules*****
Dashboarding & Data Visualization Intensive
Budgeting & Forecasting
Mastering DAX Calculations

***** Related Support Forum Posts*****
Compare future and past trends in same table
Using current trend to forecast sales
Comparable Bar Chart (Customer Vs Industry) by quarters
For more trend analysis queries to review see here…..

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