Thursday, May 12, 2022

How to calculate and create a YTD Sales Trend or Growth Chart in Power BI

Calculate YTD Sales and create a Line Chart to show Sales Trend using Power BI
To show YTD Sales growth Momentum, first we need to Calculate the YTD Cumulative sales.
We can calculate the new YTD_Sales measure based on the existing Gross_Sales measure , using below DAX Expression or Forumula.

YTD_Sales TOTALYTD(SUM(FactSales[Gross_Sales]),Tbl_Calendar[Date_Id])

Here, Tbl_Calendar is a related Table whose [Date_Id] has a relation with [Order_Date] of the the [FactSales] Table.
Now we can see the YTD_Sales calculated in below Cross Tab ( Matrix ) Report.
Based on this data we can build a Line Chart Dashboard, which shows the Gross_Sales by Month, and a Trend Line showing the YTD_Sales growth. Also, I have added a Slicer here for Region_Name
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Thanks, TAMATAM ; Business Intelligence & Analytics Professional
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