QT#92- 2 Options For Displaying Year To Date (YTD) Values Over Multiple Years - Power BI Line Graphs

In this video, I'll cover 2 options for displaying year-to-date values across multiple years on Power BI Line Graphs.
It is often the case that a company sets a yearly limit or target for KPI. For example, in the world of maintenance and reliability that could be the maintenance cost, a production volume target or a number of safety incidents.
Tracking the YTD value and comparing them to the current year and each other is a great way of understanding if our performance is improving or getting worse over time.
It can also be useful to understand what the performance was at a point the current year vs. prior years as a means of understanding if there are seasonal factors that may be impacting the performance each year and also to estimate if we are on or off track to meet a target to stay below a limit.
- Option 1 will use the current year's timeline with different overlapping lines for prior years.
- Option 2 will use a timeline that spans the entire period being analysed with a line for each year which is just visible for that period of time.
Both options have their uses and their pros and cons and I'll explain what they are an when it might be useful to use each approach.
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⏩ Video Navigation
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00:00 - Introduction and Data Model
01:47 - Option 1 - Multiple Lines, Current Year X-Axis
04:28 - Remove Future YTD Values
05:40 - Optimise line formats for impact
08:20 - Format the legend
09:30 - Add Series Labels
11:00 - Update the X-date Axis
12:00 - Add Data Labels for Current Year
13:47 - Option 2 - Multiple Lines, All Years X-Axis
14:40 - Creating the Measures
17:50 - Configuring the Lines For Impact
19:59 - Add a data label for the end of each year
23:45 - Summary of approaches
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📁 Resources
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👉Access to the source PBIX files for this KZbin video:
effectivedashboards.com/cours...
👉Article series on creating a maintenance management system data model and how to address the human factors of data collection for improved data quality. (This is not just relevant to maintenance and reliability data).
effectivedashboards.com/data-...

[@JustRandomExplorer]

Nice neat design. Thanks for sharing this.

[@jasondavidsondata]

Thanks for commenting😀👍

[@user-lw3ig5yw8q]

Amazing Jason ! Thanks a lot.

[@apbreports]

Thanks Jason. I'm actually using this functionality for a dashboard today:) Comparing PO Total and PO Count YTD vs previous year. Thanks for sharing!

[@jasondavidsondata]

That's great! Which option did you go for?

[@apbreports]

@@jasondavidsondata Option 1. I also added an additional chart showing actual values per month to see the month by month comparison also.

[@dilhararukshani8917]

Very useful video, thank you so much. But the pbix file can not be found to refer the report. :(

[@welcometomathy]

Or we go bars or slope charts. Of we have to go for year on year like that we like week number as X and year as category and highlight only the current/selected year

[@jasondavidsondata]

All good ideas. Thanks for the input. 👍😀

[@JohnSullivan1]

I just found your channel. Great content. On the last chart you created how about adding a marker on the current date for each year?

[@jasondavidsondata]

Thanks for the comment, I like that idea!