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. ---------------------------------- ⏩ Video Navigation ---------------------------------- 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 ----------------------------------------------------- 🎓 Power BI Dashboard Training ----------------------------------------------------- 👉FREE Power BI Quick Start Course - Learn how to create your first dashboard in around 90 minutes! https://effectivedashboards.com/power-bi-quick-start-create-a-pbi-dashboard-in-90-minutes/ 👉 Power BI Quick Start PLUS - Learn how to craft KPI management dashboards that help you, your boss, and your peers make better decisions! https://effectivedashboards.com/power-bi-quick-start-plus/ ------------------------- 📁 Resources ------------------------- 👉Access to the source PBIX files for this YouTube video: https://effectivedashboards.com/courses/free-resources/ 👉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). https://effectivedashboards.com/data-articles/