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

🏆 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/
#powerbi

[@chandoo_]

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

[@sudhakarnote]

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

[@CairgyMmapetla]

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

[@vijaychauhan5447]

Sir Namaste Your All videos very knowledgeable.

[@arbazahmad7177]

Excellent.... thanks for sharing 👍

[@taofeekogunsesu2566]

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

[@chrism9037]

This was great, thanks Chandoo!

[@michaelmaharlika8569]

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_]

Wow, thank you!

[@judeLondon]

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

[@Sirigineedi_Navann]

simply fantastic anna Happy Ugadi anna

[@PONCEJE]

Nice smile congratulations. You looks fantastic.

[@AchuVlogs]

Excellent dashboard sir!!

[@kuuuyajim]

You make dashboards like a walk in the park.

[@mvshyamprasad09]

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

[@abdullahusman4539]

Thanks bro for making this video

[@mohemmedansari8664]

You make it easy and cool.

[@vedhaprakash164]

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]

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

[@user-bg7tw8xo7e]

thank you so much for the content you have been posting on KZbin 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 KZbin and so far I couldn't find anything. Please, can you help me with this?

[@godisalmighty4449]

Great. Thnks a lot sir

[@MuhammadAli-ib4xn]

Helpful thanks so much

[@Rashid-qz7pt]

Hi Chandoo! When you choose an individual sales person at 20:40 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?

[@tjoelgeorge]

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

[@fahimreza2009]

Excellent!

[@guedidzineb8714]

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?

[@SyedliyakathaliAli]

Fantastic video chandoo❤🎉

[@chandoo_]

Thanks 🤗

[@ibrahim82649]

Nice one Chandoo

[@jayaprakashh2604]

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_]

Noted

[@vaishaliniramakrishnan6241]

What is the DAx to be used to get previous month

[@shankardevkota3577]

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.

[@thunder6179]

Sir please do a videos kn informatica

[@dhaval1489]

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

[@pgkannan]

Happy Ugadi

[@kavitadaga6689]

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]

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

[@vijaychauhan5447]

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

[@theMilgarStudio]

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]

me too!

[@talknow2859]

Me too!

[@Amathylar]

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

[@indrajaravi6945]

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.

[@emmanueloladipojohnson890]

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

[@chandoo_]

I do. Check this - kzbin.info/www/bejne/hoKYnXSCmat7ebc

[@user-tg9uz1pd3c]

make vdo including copilot in BI

[@pogulasai3930]

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_]

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

[@shaguftanighat-de3sj]

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.

[@mdshahnwaz5853]

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_]

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]

@@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_]

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

[@thes6z810]

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_]

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.

[@rajishn]

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

[@sowmyav5878]

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

[@chandoo_]

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]

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

[@chandoo_]

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.

[@Saurabh-gh7ym]

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_]

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

[@a-31saurabhghore46]

Got it thanks man loved the tutorial

[@dikkhatrainingconsultancy8526]

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_]

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

[@dikkhatrainingconsultancy8526]

@@chandoo_ thanks for your reply

[@nickcanque9106]

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]

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]

@@tjoelgeorge tnx

[@michelcockerham2109]

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

[@talknow2859]

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

[@shankirianilgoud1930]

Hello chandu Naaku power bi full course kavali Ela please response

[@chandoo_]

Please visit chandoo.org/wp/power-bi-course and sign up

[@shankirianilgoud1930]

@@chandoo_ replying chesinanduku chala thanks Anna garu I am from Telangana