Hi Barani, glad it helped! If you are looking to compare multiple versions at the same time, feel free to check out my latest video on this. It's a follow up video for this.
The subtle and magical key to this is creating a DISCONNECTED table with a list of each comparison input, which is genius and I never thought to do it!!! I've been using Calculation Groups to achieve this with some super intense measures and Calculation Precedences that are so hard to reconcile and debug. THANK YOU!!!!!!
Hello! Based on the data model presented in the video, you can conduct comparisons across various periods for different forecasts. This can be achieved by positioning the month data along one of the axes in any of your visual from the DateTable.
Hey Joel, lets say you want to have the header of the selected sales revenue and comparator sales revenue to be dynamic (based on the user selected value in both the slicers). If user selected JAN RE in selected sales revenue slicer and MAR RE in comparator sales revenue then the columns headers should be like JAN RE and MAR RE What should we do ?
Hi there, to create dynamic column headers based on user selections in both slicers, you can have a measure that adds selected and comparator total together. Then create a version table that has relationships with both the selected and comparator tables. Use this version table as a column in your visual. This way, you will see the column header changes according to the users' selection. However, it's important to note that this method has a limitation: you won't be able to visualize variance in the same table, as the version is now being used as a column.
Hello Joel! a very good educational video I had a small requirement how do you create the measure to tell how many of the food items having variance greater than 1
Hi there, I would aggregate the measure 1st, then do a row count to determine how many food item is having variances greater than 1. Perhaps something like the following: VAR AggregatedSales = SUMMARIZE('SalesData', 'SalesData'[FoodItem], "TotalSales", SUM('SalesData'[Sales])) VAR VarianceCalculation = ADDCOLUMNS(AggregatedSales, "SalesVariance", [YourVarianceCalculationHere] /* Replace with actual variance calculation based on TotalSales */) RETURN COUNTROWS( FILTER( VarianceCalculation, [SalesVariance] > 1 ) )
Hi Joel, thank you so much for this. It is very useful. I am looking to see the variance by month as well as total while comparing 2 forecast submissions. How can we do it? Do you have any suggestion?
Hi there, are you looking to build it in a waterfall visual as well? I believe you can bring in the date table months and it will work just like how the categories are working.
Hello Joel! Super useful video, thank you! Do you know if it is there a way to rename the columns name with the value selected in the two slicer? For example, in case the selected version is May RE instead the column having the header as “Selected Sales Revenue” it has “May RE Sales revenue” Thank you again!
Hi there. For the column names, it's possible if you don't have a column to compare the variances. I have an example (may differ slightly for your use case) in a different video where you can use VALUES function to calculate the total of selected and comparator and put the version in the column field of matrix visual. th-cam.com/video/xdrm5FXeuj4/w-d-xo.html
Hi Joel, This was really useful. Do you know if there's a way maybe through a tool tip to sort my waterfall's in the same order each time, eg. comparator left side and selected version always on the right?
Hi there. For now, I'm not able to do that. The closest I can get is making sure the order follows based on my sorting using index. That needs to be pre-determined (ie. May RE will always be placed at the right when comparing against Mar RE and will always be place at the left when comparing against Jun RE).
Hello Joel ! Thank you so much for the content , i have been searching for a while for this comparison and you did an amazing job to explained , thank you ! I'm wondering if you will do the Different comparison with multiple version video ? looking forward to that video .
Hi Rachel. Thanks for the kind word! Apologies for for the late reply. For a comparison with multiple version, I'll try to work in out within 2 weeks time. Meanwhile, if you want to understand earlier to implement it in your project, feel free to reach out to me privately via email. I'll be happy to help.
@@JoelTing Thank you So much Joel for replying to me . If not too much trouble i would like to book some of your time , I will send you email about the appointment , again thank you !
Hi there, as of now, there does not seems to be a way to have the columns change dynamically based on the measure that is getting displayed. Workaround would be having the "Version" as column in the matrix, then the column name will change according to what you have selected but you will not be able to visualize the variance nicely.
Hi - Thanks, this is really useful. can you pls tell me how to change the column header based on the selected value that is month whether Apr RE and May RE?
Hi there. You can have a measure that adds up the selected and comparator variable. Then, just use that measure in a table and set the column as the Forecast version column. As you select your versions, they should just change accordingly. However, it only work nicely if you have only 1 measure. If you are calculating variances and % variances, it can get messy as it will apply to the selected measure as well. You can check out the video below, where the multiple comparators can be selected and the column header is changed based on what is being selected. th-cam.com/video/xdrm5FXeuj4/w-d-xo.html
Hi Joel, This video was excellent and helped me a lot. I have a question, because now I have to create a DSO tendencies chart, so I would like to select many values, as it was for forecast but now I need have it in X axis. Do you know how can I do that?
Hi Francisco Jaeger. Glad to hear that! For your question, I don't really understand what you are trying to achieve. Would you mind to elaborate further? You can consider to email me since you will not be able to attach screenshot here.
Hey Joel thanks a lot for that tutorial, very helpful. The only issue i'm still facing is the sorting of the waterfall chart. On PBDashboard you can sort ascending or descending to change the starting point of the graph, but on the online version, that sort option is not available and depending on the comparator chosen, the graph is displayed in the wrong sense. If someone succeeded to solve that, please let me know ! Cheers
Hey Mathieu! Glad that you find the video helpful. I checked from my end, it seems that I'm able to sort it based on certain criteria even on the online version (eg. Based on the month the forecast being prepared). Let's discuss further on this.
Hey Joel, was looking various videos and finally landed with your video. Nice video and it helped me to fix my report. Thanks a ton!
Hi Barani, glad it helped! If you are looking to compare multiple versions at the same time, feel free to check out my latest video on this. It's a follow up video for this.
Excellent - helped me solve a problem I have been struggling with for quite a while. Thanks!
Glad it helped!
Excellent video Joel, just what I was looking for
Thanks a lot, Joel! This is extremely useful. Please keep posting new videos!
You are awesome! Cant thank you enough! This is very helpful. This is exactly what I was looking for.
Thanks!
The subtle and magical key to this is creating a DISCONNECTED table with a list of each comparison input, which is genius and I never thought to do it!!! I've been using Calculation Groups to achieve this with some super intense measures and Calculation Precedences that are so hard to reconcile and debug. THANK YOU!!!!!!
Appreciate your kind words and super thanks! Glad that I'm able to help! 🙂
Thanks for sharing, this is exactly what i am trying to do. Learnt a lot from this video.
Glad it was helpful!
Hey Joel, thanks for this helpful tutorial. Excellent indeed.
Hey Joel, thank a lot .. God bless you
This is great Joel. Do you have an example if you also want to compare different Periods along with different forecast versions?
Hello! Based on the data model presented in the video, you can conduct comparisons across various periods for different forecasts. This can be achieved by positioning the month data along one of the axes in any of your visual from the DateTable.
Hey Joel, lets say you want to have the header of the selected sales revenue and comparator sales revenue to be dynamic (based on the user selected value in both the slicers). If user selected JAN RE in selected sales revenue slicer and MAR RE in comparator sales revenue then the columns headers should be like JAN RE and MAR RE
What should we do ?
Hi there, to create dynamic column headers based on user selections in both slicers, you can have a measure that adds selected and comparator total together. Then create a version table that has relationships with both the selected and comparator tables. Use this version table as a column in your visual. This way, you will see the column header changes according to the users' selection.
However, it's important to note that this method has a limitation: you won't be able to visualize variance in the same table, as the version is now being used as a column.
Hello Joel! a very good educational video I had a small requirement how do you create the measure to tell how many of the food items having variance greater than 1
Hi there, I would aggregate the measure 1st, then do a row count to determine how many food item is having variances greater than 1. Perhaps something like the following:
VAR AggregatedSales = SUMMARIZE('SalesData', 'SalesData'[FoodItem], "TotalSales", SUM('SalesData'[Sales]))
VAR VarianceCalculation = ADDCOLUMNS(AggregatedSales, "SalesVariance", [YourVarianceCalculationHere] /* Replace with actual variance calculation based on TotalSales */)
RETURN
COUNTROWS(
FILTER(
VarianceCalculation,
[SalesVariance] > 1
)
)
Hi Joel, thank you so much for this. It is very useful. I am looking to see the variance by month as well as total while comparing 2 forecast submissions. How can we do it? Do you have any suggestion?
Hi there, are you looking to build it in a waterfall visual as well? I believe you can bring in the date table months and it will work just like how the categories are working.
Hello Joel! Super useful video, thank you!
Do you know if it is there a way to rename the columns name with the value selected in the two slicer? For example, in case the selected version is May RE instead the column having the header as “Selected Sales Revenue” it has “May RE Sales revenue”
Thank you again!
Hi there. For the column names, it's possible if you don't have a column to compare the variances. I have an example (may differ slightly for your use case) in a different video where you can use VALUES function to calculate the total of selected and comparator and put the version in the column field of matrix visual. th-cam.com/video/xdrm5FXeuj4/w-d-xo.html
Hey Joel, very helpful tutorial!
What if one wants to analyse variances between multiple selections?
Hi there. You can try to refer to this link for multiple selections.
th-cam.com/video/xdrm5FXeuj4/w-d-xo.html
It’s best I watched thus far
Thank you for the tutorial!
Hi Asher Chen, nice to meet you!
Hi Joel, This was really useful. Do you know if there's a way maybe through a tool tip to sort my waterfall's in the same order each time, eg. comparator left side and selected version always on the right?
Hi there. For now, I'm not able to do that. The closest I can get is making sure the order follows based on my sorting using index. That needs to be pre-determined (ie. May RE will always be placed at the right when comparing against Mar RE and will always be place at the left when comparing against Jun RE).
Hello Joel ! Thank you so much for the content , i have been searching for a while for this comparison and you did an amazing job to explained , thank you !
I'm wondering if you will do the Different comparison with multiple version video ? looking forward to that video .
Hi Rachel. Thanks for the kind word! Apologies for for the late reply. For a comparison with multiple version, I'll try to work in out within 2 weeks time. Meanwhile, if you want to understand earlier to implement it in your project, feel free to reach out to me privately via email. I'll be happy to help.
@@JoelTing Thank you So much Joel for replying to me . If not too much trouble i would like to book some of your time , I will send you email about the appointment , again thank you !
First of All , Thanks a lot
Then wanna ask, how to create a dynamic header name for those columns ?
Hi there, as of now, there does not seems to be a way to have the columns change dynamically based on the measure that is getting displayed. Workaround would be having the "Version" as column in the matrix, then the column name will change according to what you have selected but you will not be able to visualize the variance nicely.
Hi - Thanks, this is really useful. can you pls tell me how to change the column header based on the selected value that is month whether Apr RE and May RE?
Hi there. You can have a measure that adds up the selected and comparator variable. Then, just use that measure in a table and set the column as the Forecast version column. As you select your versions, they should just change accordingly.
However, it only work nicely if you have only 1 measure. If you are calculating variances and % variances, it can get messy as it will apply to the selected measure as well.
You can check out the video below, where the multiple comparators can be selected and the column header is changed based on what is being selected.
th-cam.com/video/xdrm5FXeuj4/w-d-xo.html
hi mate when ur selecting the selected version that field exMAY RE should come on the matrix please help me out
Hi there, sry, I could not understand your question. Can you clarify further?
Hi Joel, This video was excellent and helped me a lot. I have a question, because now I have to create a DSO tendencies chart, so I would like to select many values, as it was for forecast but now I need have it in X axis. Do you know how can I do that?
Hi Francisco Jaeger. Glad to hear that! For your question, I don't really understand what you are trying to achieve. Would you mind to elaborate further? You can consider to email me since you will not be able to attach screenshot here.
thanks for the video!
Hey Joel thanks a lot for that tutorial, very helpful. The only issue i'm still facing is the sorting of the waterfall chart. On PBDashboard you can sort ascending or descending to change the starting point of the graph, but on the online version, that sort option is not available and depending on the comparator chosen, the graph is displayed in the wrong sense. If someone succeeded to solve that, please let me know ! Cheers
Hey Mathieu! Glad that you find the video helpful. I checked from my end, it seems that I'm able to sort it based on certain criteria even on the online version (eg. Based on the month the forecast being prepared). Let's discuss further on this.
Excellent!
Liked it