DAX formulas to calculate MTD/QTD/YTD values and comparing them against same period last year MTD/QTD/YTD values in Power BI

Data source used for this post is the ‘Internet Sales’ data mart of the ‘AdventureWorksDW2017´ SQL server database. DAX formulas to calculate the month-to-date sales amount are below. You can use one of the below two formulas and create the MTD measure in the fact table where the actual measure exists: MTDSalesAmount1 = IF( HASONEFILTER(DateDimension[Date]), … Continue reading DAX formulas to calculate MTD/QTD/YTD values and comparing them against same period last year MTD/QTD/YTD values in Power BI

DAX formulas to dynamically identify the last x Days/Months/Years, and using these formulas in Power BI

Below are the sample DAX queries that helps us identify the last 10 days from today’s date (including), last 6 months from current month (including) and last 5 years from the current year (including). 'Calendar Date'[Date] field in the below formulas is the 'Date' field in the date dimension. DAX formula to identify the last … Continue reading DAX formulas to dynamically identify the last x Days/Months/Years, and using these formulas in Power BI

Using the Bookmarks pane and Selection pane in Power BI

In this article we will look at using bookmarks and selection pane logic in conjunction in the Power BI report. In the Power BI report shown in the screenshot below, I have created a report page ‘Bookmarking’ and it has ‘Sales Amount by Product Category’ visualizations, one as a table visualization, and the other as … Continue reading Using the Bookmarks pane and Selection pane in Power BI

Adding a report tooltip to your dashboard in Power BI

In this article we will look at using Power BI’s report tooltip functionality. In the Power BI report shown in the screenshot below, I have created a report page ‘Products’ and it has ‘Sales Amount by Product Category’ dashboard. Data source of this report is the ‘Internet Sales’ data mart of the ‘AdventureWorksDW2017´ SQL server … Continue reading Adding a report tooltip to your dashboard in Power BI

Drillthrough report in Power BI

In this article we will look at using Power BI’s Drillthrough functionality using four simple steps. In the Power BI report shown in the screenshots below, I have created two report pages, first page ‘Products’ has ‘Sales Amount by Product Category’ dashboard and the second page ‘Year Comparison’ has ‘Sales Amount by Calendar Year’ dashboard. … Continue reading Drillthrough report in Power BI

Publish a paginated report from Power BI Report Builder to Power BI Report Server

Here is the link to download the free trial version of the Power BI report server. Install the Power BI report builder to develop the paginated reports. Download it either form the Microsoft download center directly or from the downloads in the Power BI report server website as in the image below. Once after the … Continue reading Publish a paginated report from Power BI Report Builder to Power BI Report Server