Make an Incredible Finance KPI Dashboard with Power BI in 20 minutes

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🏆 Participate in my Dashboard Competition 👉 bit.ly/3xgC1WB
~
Make an incredible Power BI Dashboard to visualize your finance KPI data in just 20 minutes. In this video, learn how to take raw business data and turn it into useful insights by following these 4 steps:
1) Data Preparation - Connecting and transforming data using Power Query in Power BI
2) Data Modelling - Setting up a semantic model in Power BI with table relationships.
3) Calculations - Performing necessary number crunching using the DAX in Power Pivot
4) Dashboard Visuals & Interactions - Creating and customizing various visuals to generate our KPI dashboard.
Key topics / ideas you will learn are:
1) Power Query unpivot
2) Data Modelling with multiple fact tables
3) DAX calculations for YTD values
4) Using Emoji with DAX
5) Using FILTER function in DAX
6) Working with the "NEW" card visual and reference labels
7) Using custom data labels with graphs
8) Sparklines in table visual
9) Working with Power BI report themes
10) Smart narrative feature of Power BI
11) Table formatting for executive reporting
12) + plus many other useful tips and tricks
⏱ VIDEO CHAPTERS:
==================
0:00 - Step 1: Data Preparation for KPI Dashboard in Power BI
2:45 - Announcing Power BI Dashboard Competition 🏆
4:10 - Step 2: Data Modelling
5:26 - DAX Calculations
9:12 - Making the Dashboard
10:58 - Using Reference Label feature to add context to the KPI cards
12:01 - Win/loss chart in Power BI
13:02 - Enhancing variance Labels with Emoji
15:27 - Monthly Trend Graph
17:59 - Sales Person Performance Table
20:42 - Adding Smart Narrative with Power BI (AI generated commentary)
21:19 - Final version of the report (with bells and whistles)
📁 Download Sample Data
======================
For the competition - bit.ly/3xgC1WB
Just the dataset used in this video:
chandoo.org/wp/wp-content/upl...
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💥 POWER BI FULL COURSE:
========================
Join my Power BI full course and learn the technology the right way.
chandoo.org/wp/power-bi-course/
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22 июн 2024

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Комментарии : 101

@chandoo_ 2 месяца назад

🏆Participate in my Dashboard Competition 👉 bit.ly/3xgC1WB

@sudhakarnote 2 месяца назад

Congrats for being mentioned in the top Excel youtubers list in the world

@anniebannie221 Месяц назад

Someone suggested me this channel and I cant thank him enough for this recommendation. words fall short.

@CairgyMmapetla 2 месяца назад

In all my time of learning on RU-vid, i have never got so much in 20 minutes its crazy 😅 Like. Thank you!

@vijaychauhan5447 2 месяца назад

Sir Namaste Your All videos very knowledgeable.

@chrism9037 2 месяца назад

This was great, thanks Chandoo!

@Sirigineedi_Navann 2 месяца назад

simply fantastic anna Happy Ugadi anna

@michaelmaharlika8569 2 месяца назад

I am very impressed, outstanding job on tis dashboard. Thank you for being you, and for your creative and intuitive insight in to telling stories with data!

@chandoo_ 2 месяца назад

Wow, thank you!

@AchuVlogs 2 месяца назад

Excellent dashboard sir!!

@arbazahmad7177 2 месяца назад

Excellent.... thanks for sharing 👍

@taofeekogunsesu2566 2 месяца назад

You are very good. Thank you for so many information in a very short time.

@lilyfullery4779 28 дней назад

Hi Chandoo , i feel variance should be Calculated as Total_Target - Total_Actual because target is what needs to be acheived and actual is what has been achived.

@chandoo_ 28 дней назад

In that case, you will get a positive variance when we do not meet the target. As positive numbers indicate good outcomes, the logic needs to be actual-target.

@abdullahusman4539 2 месяца назад

Thanks bro for making this video

@judeLondon 2 месяца назад

Beautiful despite missing targets So fun. So clean. So clear

@vedhaprakash164 2 месяца назад

Hello chandu , I am really excited to take excel course but due to price 247$ is very much high , can reduce for price for university students , hoping you could reply on these , and thanks for giving datasets for SQL sessions ,

@Vivasvan22-21zy 2 месяца назад

Hi bro if you're interested I can provide videos only for 1k all power bi+ssas+azure

@mohemmedansari8664 2 месяца назад

You make it easy and cool.

@shankardevkota3577 Месяц назад

HI chandoo, in minute 8, YTD Sales Actual = CALCULATE([Total Sales Actual], DATESYTD('Calender'[Date]), this formula didnt work in my case? 'Total Sales Actual' didnt read by CALCULATE function. however it was working fine in previous formulas. Please help me with this. Thank you.

@Hercules90015 21 день назад

Yes, I am also facing same issue

@godisalmighty4449 2 месяца назад

Great. Thnks a lot sir

@mvshyamprasad09 Месяц назад

Why I am getting difference in some values from what you got and what I got using the same method?

@PONCEJE 2 месяца назад

Nice smile congratulations. You looks fantastic.

@MuhammadAli-ib4xn 2 месяца назад

Helpful thanks so much

@fahimreza2009 2 месяца назад

Excellent!

@kuuuyajim 2 месяца назад

You make dashboards like a walk in the park.

@ibrahim82649 2 месяца назад

Nice one Chandoo

@SyedliyakathaliAli 2 месяца назад

Fantastic video chandoo❤🎉

@chandoo_ 2 месяца назад

Thanks 🤗

@Malarvizhi.S-kc5dq Месяц назад

Hi Chandooo Anna, I have reached till dax function - target for the month, but I am not getting any expected value, it results this _ _ and there are no errors in the formula. Can you please help me rectify this?

@theMilgarStudio 2 месяца назад

Hi Chandoo, when am creating the visual for measure YTD actual, am getting card visual as " Blank ". Could you please help me with this? Hope the measure is right! : YTD sales actual = CALCULATE([Total sales actual], DATESYTD('Calendar'[Date]))

@michelcockerham2109 2 месяца назад

me too!

@talknow2859 Месяц назад

Me too!

@nganpham8431 24 дня назад

me too! can anyone help me to resolve??

@na-zw8ju 23 дня назад

This youtuber cut a lot of important moments. If you get stuck for this, in "Actual", change the data type of the "Date" column from Text to Date.

@nganpham8431 17 дней назад

@@na-zw8ju Thank a lots. can resolve it now

@user-bg7tw8xo7e Месяц назад

thank you so much for the content you have been posting on RU-vid Channel. May I suggest/ask something? Can you please teach us how to create a multilanguage Dashboard in Power BI? I have been looking for something on Google, and RU-vid and so far I couldn't find anything. Please, can you help me with this?

@Rashid-qz7pt Месяц назад

Hi Chandoo! When you choose an individual sales person at <a href="#" class="seekto" data-time="1240">20:40</a> you get Month Target Reached = 7, however the little chart below clearly shows smth different, besides above it says 'we met targets 2 out of 14 month. How could we fix that?

@swetaleenasatpathy6125 Месяц назад

Hi, you can fix this issue by changing the bar/column charts to line charts. Line charts are perfectly filtering out data for individual salesperson. I am yet to figure out the reason.

@sam02109 26 дней назад

Hi Chandoo, YTD Sales Actual = CALCULATE([Total Sales Actual], DATESYTD('Calendar'[Date]), this formula didn't work in my case. 'Total Sales Actual' didn't read by CALCULATE function. however, it was working fine in previous formulas. Please help me with this. YTD Variance % is also showing -100%. Thank you.

@zaidandhman7687 16 дней назад

can you please make a video to explain time intelligence functions in details

@tjoelgeorge 2 месяца назад

Hi Chandoo, thanks for the video, certain steps of the video have been removed, would have been better if those also were included. Anyways thanks for the video

@jayaprakashh2604 2 месяца назад

Hi Sir, I it’s helpful I learned lot from your video I would like to request your all data shows only about sales data if you can do some dashboard with supply chain and inventory management data it will be helpful for other professionals. It’s just request. Thank you 🙏🏻

@chandoo_ 2 месяца назад

Noted

@vaishaliniramakrishnan6241 Месяц назад

What is the DAx to be used to get previous month

@pgkannan 2 месяца назад

Happy Ugadi

@kavitadaga6689 2 месяца назад

I love how this video is challenging a beginner like me to figure out nuances instead of spoon feeding every step. I managed to solve most of my problems, but somehow months target reached is still 0 and my column chart for target vs actual sales shows no data for any of the in between months. Why?

@kavitadaga6689 2 месяца назад

Ok, got a part of the answer - it is treating the dates as in mm/dd/yyyy format!

@guedidzineb8714 2 месяца назад

Hello, I hope you are well. I am a student. I need help with the decision support system. I am looking for training in this subject. Is it a requirement to understand the ssis ssas ssrs program or Power Bi just to implement my graduation project?

@vishwanathm4207 Месяц назад

Hi @Chandoo Sir, I'm a Power Bi developer with 4+ yrs exp My Skills SQL, Power BI & Knowledge on Tableau Please suggest me additional course which will enhance my career Growth. Currently I'm in middle of learning Power of APPS & Automate, Shall I learn this ADF & Python Stuff or Power Platform?

@dhaval1489 2 месяца назад

Chando Bhai, can you please do a time series analysis in Power BI it seems quite complicated

@GautamJoshi-nx3nh 3 дня назад

why in my hand YTD returns blank

@emmanueloladipojohnson890 2 месяца назад

Do you have a beginner video on Power BI and DAX formula?

@chandoo_ 2 месяца назад

I do. Check this - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-PQ5lALdFHCU.html

@thunder6179 2 месяца назад

Sir please do a videos kn informatica

@Amathylar 2 месяца назад

Do you make custom dashboards? I want one for my business!

@indrajaravi6945 2 месяца назад

I know someone who makes custom Power BI Dashboards for businesses. He has helped businesses 2x their revenue! Let me know if you'd be interested.

@user-tg9uz1pd3c 2 месяца назад

make vdo including copilot in BI

@zaidandhman7687 16 дней назад

when I changed the date data type after unpivoting the columns, it gives me wrong dates ( all the dates year were 2024) , this affect the time intelligence function hence there is no year but the year 2024... how I can fix that….. please advise

@shaguftanighat-de3sj 2 месяца назад

Hello, Chandoo Brother, you skip two formulas 1. YTD Variance 2. YTD Variance % during editing the video so I Can't understand it. Please tell me how can I calculate these formulas? Because I am beginner.

@vijaychauhan5447 2 месяца назад

Sir Can you Make market stock portfolio report in Excel by Google finance.

@pogulasai3930 2 месяца назад

Hai chandoo Anna, when I have unpivoted other columns and shriked the remaining columns to date and sales and when I tried to load the data I am getting an error: "Column 'Sales Person' in Table 'Actual' contains a duplicate value 'Andria Kimpton' and this is not allowed for columns on the one side of a many-to-one relationship or for columns that are used as the primary key of a table." Please Help

@chandoo_ 2 месяца назад

The tables Actual and Targets have no direct relationship. The relationships are between Actual - calendar Actual - sales person Target - Calendar Target - sales person

@rajishn 2 месяца назад

my win loss chart is all showing 1 and all in green.. what could be the reason

@harshithharsha4066 18 дней назад

tables are not connecting

@sowmyav5878 2 месяца назад

Hi sir, how to create YTD variance. Can u plz explain

@chandoo_ 2 месяца назад

Assuming you have already calculated YTD Actuals and YTD Targets, YTD Variance = [YTD Targets] - [YTD Actuals] To calculate YTD Actuals, use this logic: =CALCULATE([Total Actuals], DATESYTD(Calendar[date])) Same pattern for the YTD Targets too.

@nitinsharma2019 2 месяца назад

@@chandoo_The video should be in a simple form so that beginners can learn from it as well

@chandoo_ 2 месяца назад

Come on mate. You can't expect a beginner to straight away make a dashboard. Take baby steps with other videos. I have plenty that go slow and explain all the basics. If in every video, I open by saying now start your computer and download Power BI then no one would watch.

@mdshahnwaz5853 2 месяца назад

Question- Why the dashboard showing wrong while filtering individual team like Tempo team showing 4 months out of 14 months however if see count the green variance column that only 3 on top of it.

@chandoo_ 2 месяца назад

In my case, it shows 4 green bars and says 4 out of 14 months. So may be you have a horizontal scrollbar on the graph?

@mdshahnwaz5853 2 месяца назад

@@chandoo_ Thank you for replying, no I'm taking about in your dashboard please count the column which is labels as green percentage% on top like team Temp I can see there only 3 column which mentioned green percentage for variance surpass vs target sales, also I know their in-card visuals 4 months showing which is fine, please suggest if understanding something incorrect.

@chandoo_ 2 месяца назад

Not sure what you mean. If it is shown in the video, can you share the timestamp so I can examine further.

@thes6z810 2 месяца назад

Ya sure here is the time which is Team "Tempo" filter 17:48 see the top where header title is we met target 4 out of 14 however count the month column which lebels as green🟢 Dot % that is only 3 why that should be 4 because that's 🟢lebel showing we reached the target sales value

@chandoo_ 2 месяца назад

That is because of label density. Power BI automatically hides labels when they are too many of them. It just shows labels for important points. You can adjust the density to 100% (thus showing all labels all the time). By default it auto-hides labels for some points.

@Saurabh-gh7ym 2 месяца назад

hey chandoo in the video the actual has only three columns but in reality there are 14 columns how am i supposed to make relationships same as that on the video?? please help u skipped that part

@chandoo_ 2 месяца назад

Hmm.. I explain that step in the data prep part. You need to unpivot both actual and target tables.

@a-31saurabhghore46 2 месяца назад

Got it thanks man loved the tutorial

@BarshaD062 12 дней назад

Hi could anyone help me, after adding YTD Sales Actual data into Reference label Series for all the 5 labels I'm getting same value as YTD Sales Actual $2M

@chandoo_ 11 дней назад

You need to set the label individually to each item.

@BarshaD062 9 дней назад

@@chandoo_ Hi, Chandoo. Yes, I have done that. In all five categories, I'm getting the same figure as YTD Sales Actual $2M.

@chandoo_ 6 дней назад

Check the measure logic. Test by first making a card with all 5 values.

@nickcanque9106 2 месяца назад

I'm having problem with my output for YTD Sales Actual, YTD Sales Target, YTD Variance, YTD Variance % showing - - YTD Sales Actual = CALCULATE([Total Sales Actual],DATESYTD('Calendar'[Date]))

@tjoelgeorge 2 месяца назад

Hello Nick, please use the following YTD Sales Actual = CALCULATE([Total Sales Actual], DATESYTD(Actual[Month])) YTD Sales Target = CALCULATE([Total Sales Target],DATESYTD(Targets[Month])) YTD Variance = [YTD Sales Actual]-[YTD Sales Target] YTD Variance % = DIVIDE([YTD Variance],[YTD Sales Target])

@nickcanque9106 2 месяца назад

@@tjoelgeorge tnx

@michelcockerham2109 2 месяца назад

@@tjoelgeorge When I do this, I get an error message. Any ideas why?

@talknow2859 Месяц назад

i did the same and was prompted to format the the date tables to date type. Then youll get the right answer.@@michelcockerham2109

@mohdimroz2769 11 дней назад

sir images not work 😢

@dikkhatrainingconsultancy8526 2 месяца назад

If I don't use Var and write directly this formula COUNTROWS(FILTER(all('Calendar'),[Variance]>0)), It is still working. Why Var is required in this case

@chandoo_ 2 месяца назад

You can do that too. I like using variables so that my DAX looks better and lets me add conditions easily later.

@dikkhatrainingconsultancy8526 2 месяца назад

@@chandoo_ thanks for your reply

@swetaleenasatpathy6125 Месяц назад

Hi Chandoo, please do reply to my query. Why is the whole dashboard behaving weirdly when filtered with salesperson name?

@chandoo_ Месяц назад

Hmm.. nothing unusual there. When you select a salesperson (in the table), all visuals are showing the values for that salesperson. Are you seeing any wrong values?

@swetaleenasatpathy6125 Месяц назад

@@chandoo_ somebody else (Rashid-7z..) has also commented regarding the same issue. Column chart title is not getting updated dynamically, columns are looking weird and the little chart below all the KPI cards is also not showing the correct values when you select a single salesperson from the table. I replaced both of these charts as Line charts, and they are now showing the correct values for a salesperson. I am unable to figure out the reason behind discrepancies in column charts.

@swetaleenasatpathy6125 Месяц назад

@@chandoo_ When we filter the dashboard by selecting a single salesperson from the table, the little chart below the KPI cards is showing some really weird bars, also the column chart gets distorted completely. The chart heading does not get dynamically updated as well. I replaced all the column charts with line charts and then everything is working as expected. I am unable to figure out the reason behind this. There is another comment by @Rashid-qz7pt highlighting the same issue. You can also check your video from 20:36 mins. I can see the same issue.

@chandoo_ Месяц назад

I think this is a highlighting "bug" in Power BI when CF rules are also used. That is why our tiny win/loss chart is showing weird colors (the columns are right) when clicking on a person. Reg. chart title not chaging, that is expected. As we have the interaction set to "highlight" rather than "filter", the title won't change. When you use a line chart, it always "filters" so, the title changes. Everything else is as per normal behavior, but might seem strange if you are not used to seeing such interactions.