We made an appearance at the Power BI user group Hamburg online meetup

On Thursday, June 18th, 2020, Andrej appeared at the online event organized by the Power BI user group Hamburg. This time the main topic of his presentation was the IBCS-compliant reporting in Power BI.


Power BI is an outstanding BI platform, however, it does fall short when it comes to financial reporting and advanced business analysis.

Andrej and his host, Lars Schreiber, discussed financial reports, P&Ls, sales vs. plan performance dashboards, cost vs. budget analyses, and similar report types where Dr. Hichert's IBCS (International Business Reporting Standards) provide extremely practical recommendations and best practices.

They took a deep dive into waterfall charts, variance analysis, small multiples, income statement calculations, and other data visualization methods where Power BI needs to be extended with IBCS-certified visuals like Zebra BI in order to deliver understandable and actionable reports and dashboards.

Update: You can now see the recording of the live meetup. Get to know more about IBCS and how to work bet with Power BI.

Recently Andrej was also a guest on their podcast. You can listen to his interesting conversation with Lars Schreiber here.

Design best Power BI dashboards [Youtube Live Stream]

On Friday, June 6th, Our CEO Andrej Lapajne was guest at the live Youtube session hosted by Reza Rad. Reza is a Microsoft Regional Director and has more than 20 years’ experience in data analysis, BI, databases, programming, and development. He is also a co-founder of RADACAD, the channel of which the session was held at.


On the stream, titled Best practices in designing Power BI dashboards, Andrej showed how even with outstanding business intelligence tools such as MS Power BI, your dashboards can fail. Often the end-users simply lose interest and do not check the dashboards anymore. This happens for many reasons, mostly due to wrong chart types and similar data visualization issues, confusing page layouts, lack of comparisons, poor information density, counter-intuitive interaction design, etc.

How can you prevent these worst Power BI mistakes? What one must do, is to always make sure the reports and dashboards you deliver are understandable and actionable! But that is easier said than done, if you don't know where to start.

Watch the whole lesson bellow:

 

 

Tell us in the comments what your favorite part was. Should we do more sessions like this?

 

How to stay afloat during the economic pandemic?

The Covid-19 pandemic took us and the whole world by complete surprise. That caused unprecedented levels of disruption and uncertainty for businesses all over the world.

Some companies are struggling more than others. But one thing is certain: we need to urgently shift our focus from the income statement to the balance sheet with a spotlight on working capital.

Even businesses that appear to be in good financial shape may not be immune. We did comprehensive research and analysis of who will suffer the most and what are the top 7 strategies to manage working capital efficiently and come out of this pandemic as a winner.

 

Learn how to survive this

 

 

 

Community Summit Barcelona 2020 Zebra BI

Zebra BI goes to Community Summit Barcelona 2020 – Come and meet us!

We are privileged and excited to announce that we'll be present at the Community Summit Europe in Barcelona, between March 9-12.

Joining a vibrant community for 3+ days of total immersion to share real learnings, actionable practices, and valuable lessons, delivered by the experts in the industry!

Community Summit 2020 is the largest Microsoft Business Applications conference in Europe where you experience it all at one place and time.


Zebra BI's CEO Andrej Lapajne will once again hold a very practical session titled "7 Best Practices in Power BI Dashboard Design", loaded with tricks & tips that will help you learn how to avoid the 7 most common Power BI dashboard mistakes and ensure you deliver dashboards that are understandable and above all... actionable! Attending his session will clearly give you the answers on the spot, to 4 essentials questions every dashboard brings up:

  1. “Is my performance good or bad?"
  2. "How good/how bad?"
  3. "Why?"
  4. "What shall we do about it?"

Quite often the dashboards fail to answer these essential questions, due to wrong chart types, confusing page layouts, poor labeling, lack of comparisons/variances, counter-intuitive interaction design, no consistency in using colors, poor information density and similar issues. Would you like to walk away with a handful of great new knowledge and at the same time level-up your dashboard creation skills? Then you really shouldn't miss out on this opportunity!

Another great reason to meet us this time around is our new COO Jaka Stele (ex-Microsoft executive) who will be present at the speaker session and for the full 2 days on the Conference's halls, available for all strategic questions about Zebra BI and its whereabouts.

Andrej Lapajne

Andrej Lapajne, CEO at Zebra BI

Jaka Stele, COO at Zebra BI

Jaka Stele, COO at Zebra BI

Are you coming? Make sure we meet! Click on the button below to make sure we don't miss each other:

**On top of that we have a special discount code for your registration at the event! Get 10% OFF by using the code:

🔥 PRPZEBRA 🔥

Zebra BI Partner Solution Showcase "7 Best Practices in Power BI Dashboard Design" will be held on Wednesday, 11 March, (11.45am-12.45pm).

Very much looking forward to seeing all of you there, getting to know you and saying hello to all of our friends, partners, and clients. 😊

Event location:

Fira Barcelona 
Fira Gran Via (North Access) 
Hall 8 
08038 Barcelona, Spain 

Click here for the agenda and more details about the event: Community Summit Europe

Power Platform World Tour Brussels Zebra BI Power BI

Zebra BI makes a stop at Power Platform World Tour: Brussels, 4-5 December 2019

We are privileged to announce that Zebra BI is finishing the year 2019 with the stop at Power Platform World Tour in Brussels.


We are ready for yet another two days of exceptional content in 32+ breakout sessions (ours among them). Anxious to engage with local users from similar and varying industries to solve daily challenges and increase efficiencies. Zebra BI and its CEO Andrej Lapajne will hold a session called Building spectacular sales dashboards in Power BI!

If you happen to be in Brussels or nearby make sure you don't miss out on this one and  REGISTER HERE - there are still open spots left for the ones who would like to get unparalleled access to premium Power Platform content and industry leaders/influencers.

About [Zebra BI] session on December 5, (1:00 pm - 2:00 pm)

Building spectacular sales dashboards in Power BI!

We will demonstrate how to build advanced sales dashboards in Power BI by using popular data visualization techniques like the small multiples and the IBCS® semantic notation. We’ll show efficient methods for displaying sales vs plan datasets, using monthly/YTD switches, presenting growth rates and similar features every business-oriented dashboard should contain.

In our presentation, we will take advantage of Zebra BI custom visuals to build a real-life sales dashboard from scratch. Along the way, we will reveal practical tips&tricks for designing advanced, mobile-ready and fully responsive dashboards.

 

We are very much looking forward to this special event, seeing all of you there and getting to know you.

Event location:

Crowne Plaza Hotel Brussels Airport
Da Vincilaan 4,
81831 Brussel,
Belgium

Zebra BI Munich Power Platform World tour DAX tricks Power BI dashboards mistakes examples

Zebra BI to hold 2 sessions at Power Platform World Tour Munich, 5-6 November 2019

It is the Zebra BI's first-time while attending #PowerPlatformWT events across the Globe, that we will hold two sessions within a single event!


This year of 2019 has been extremely intense for ZEBRA BI travelling wise, many of the places visited were also stops of the Power platform world tour. As we are headed in the last couple of months of the year, we are delighted to announce that the next stop on the tour in Munich is going to be special for us! Zebra BI and its CEO Andrej Lapajne will hold 2 sessions in 2 days of the event. The first one is called 7 worst Power BI dashboard mistakes & how to avoid them and the second one TOP 5 DAX tricks for sales & financial dashboards in Power BI.  As always, when attending the tour events, we are excited to meet both Microsoft and industry experts, explore the latest business challenges and solutions across various industries and see the innovative world of technology in action.

If you happen to be in Munich or nearby make sure you don't miss out on this one and  REGISTER HERE - there are still open spots left for the ones who would like to get unparalleled access to premium Power Platform content and industry leaders/influencers.

About [Zebra BI] first session on November 5, (2:45 pm - 3:45 pm)

7 worst Power BI dashboard mistakes & how to avoid them - Even with outstanding business intelligence tools such as MS Power BI, your dashboards can fail. Your end-users simply lose interest and do not check the dashboards anymore. This happens for many reasons. Wrong chart types, poor page layouts, lack of comparisons, counter-intuitive interaction design, etc.

Learn how to avoid the 7 worst Power BI dashboard mistakes and make sure you deploy dashboards that are extremely understandable and above all… actionable!

 

About [Zebra BI] 2nd session on November 6, (2:15 pm - 3:15 pm)

TOP 5 DAX tricks for sales & financial dashboards in Power BI - DAX model can significantly shorten and simplify the development and maintenance of your Power BI dashboards. More importantly, smart DAX tricks will enable you to build super effective and user-friendly dashboards, where the end-user can simply switch the whole report page from monthly to YTD view, dynamically display different measures in the same visual, present meaningful actual vs budget charts in a few clicks, etc.

You will master top 5 practical DAX tricks that have been applied with great success in numerous real-world Power BI projects. [Extra BONUS] We will share the DAX code and PBIX examples with all participants! 🔥

Surely some good enough reasons that you book your attendance for Andrej's talks either on Tuesday or Wednesday - we would love to see you attending both of them.

 

We are very much looking forward to this special event, seeing all of you there and getting to know you.

Event location:

Munich Airport Marriott Hotel
Alois-Steinecker-Straße 20,
85354 Freising,
Germany

Zebra BI power platform world tour Vienna power bi dashboards reports

Zebra BI goes to Power Platform World Tour Vienna, 29-30 October 2019

We are excited to let you know that Zebra BI will attend yet another in a series of #PowerPlatformWT events, this time in Vienna.


Zebra BI  and our CEO Andrej Lapajne (who will host a session TOP 5 DAX tricks for sales & financial dashboards in Power BI) are headed to Power Platform World Tour stop in Vienna, to attend and meet both Microsoft and industry experts, explore the latest business challenges and solutions across various industries and see the innovative world of technology in action.

If you happen to be in Vienna or nearby make sure you  REGISTER HERE - there are still open spots left for the ones who would like to get unparalleled access to premium Power Platform content and industry leaders.

About Zebra BI and Andrej's session: 

A good DAX model can significantly shorten and simplify the development and maintenance of your Power BI dashboards. More importantly, smart DAX tricks will enable you to build super effective and user-friendly dashboards, where the end-user can simply switch the whole report page from monthly to YTD view, dynamically display different measures in the same visual, present meaningful actual vs budget charts in a few clicks, etc.

You will master top 5 practical DAX tricks that have been applied with great success in numerous real-world Power BI projects. [Extra BONUS] We will share the DAX code and PBIX examples with all participants! 🔥

Surely some good enough reasons that you book your attendance for Andrej's talk which is due on Wednesday, October 30, 2019, 09:00 - 10:00 local time.

 

We are very much looking forward to this upcoming event, seeing all of you there and getting to know you.

Event location:

Jufa Hotel Wien City
Mautner-Markhof-Gasse 50,
1110 Wien,
Austria

Zebra BI Power Platform Tour Copenhagen Power BI sales financial dashboards Andrej Lapajne

Zebra BI attends Power Platform World Tour Copenhagen, 11-12 September

We are happy to inform you that Zebra BI will attend yet another #PowerPlatformWT event, this time we will be in Copenhagen.


Zebra BI  and our CEO Andrej Lapajne (who will host a session TOP 5 DAX tricks for sales&financial dashboards in Power BI) are headed to Power Platform World Tour stop in Copenhagen, to attend and meet both Microsoft and industry experts, explore the latest business challenges and solutions across various industries and see the innovative world of technology in action.

If you are in Copenhagen or nearby make sure you  REGISTER HERE - there are still some open spots waiting for the ones who would like to get unparalleled access to premium Power Platform content and industry leaders.

About Zebra BI and the session: 

A good DAX model can significantly shorten and simplify the development and maintenance of your Power BI dashboards. More importantly, smart DAX tricks will enable you to build super effective and user-friendly dashboards, where the end-user can simply switch the whole report page from monthly to YTD view, dynamically display different measures in the same visual, present meaningful actual vs budget charts in a few clicks, etc.

You will master top 5 practical DAX tricks that have been applied with great success in numerous real-world Power BI projects. [Extra BONUS] We will share the DAX code and PBIX examples with all participants! 🔥

Surely some good enough reasons that you book your attendance for Andrej's talk which is due on Thursday, September 12, 2019, 14:15 - 15:15 local time.

 

Very much looking forward to seeing all of you there and getting to know you.

Event location:
Amager Blvd. 70,
2300 København,
Denmark

Zebra BI for Power BI version 3.3.

Zebra BI for Power BI version 3.3 released!

On Friday, July 26 2019, a major new version of Zebra BI for Power BI has been released. With innovative new product features, the new version will help report designers in Power BI create even better reports and dashboards with improved user experience.

Let's take a look at some of the most important updates:

Adding custom columns to Zebra BI PowerTables

Zebra BI PowerTables now supports adding custom-calculated measures or data fields to the existing columns and charts in the table. This takes the flexibility of Zebra BI PowerTables to the next level and will enable the users to create even more useful, informative and insightful reports. This functionality is perfect for adding:

  • Common size measures such as "% of Revenue" to your Income statements,
  • Additional measures, e.g. Gross margin in % to your Sales vs. Budget reports,
  • Custom-calculated variances, e.g. FX-corrected variances (in addition to regular variances calculated by Zebra BI PowerTable).

In the following animation, two additional data fields (Gross margin in USD and Gross margin in %) are added to an existing Sales vs. PY report:

Additional columns work in all the layouts provided by Zebra BI, such as chart layouts, table layouts, cross-tables or hierarchical matrices. As you can see from the above animation, the additional columns can be renamed and moved to any position in the table by simply dragging the column header.

Just add your custom measures to the Values bucket as an additional data field. You can add up to 3 custom measures (altogether 4 data fields in the Values bucket are allowed).

 

 

New waterfall charts with subtotals

Zebra BI PowerChart visual, starting from version 3.3.2 now supports new waterfall charts with extremely flexible subtotals:

This type of waterfall chart can be built by simply using just one measure (called 'Value' in the above picture) and a category data field (called 'Account' in the example above). To display an element on the chart axis as a subtotal, just right-click on the element name (e.g. EBIT 2019 in the screenshot above) and select Result from the menu. Similarly, you can invert a selected element in case it represents a "bad" KPI (e.g. costs/expenses) that decreases the final result.

This important new feature allows you to build waterfall charts for practically any data structure you can imagine. Of course, all other trademark Zebra BI features such as small multiples work with new waterfall charts. Here's a powerful example where the price-volume-mix variance analysis is calculated and presented visually for 15 countries simultaneously in Zebra BI PowerCharts visual:

 

 

New user interface for managing columns

A new user interface makes it much easier to sort, rename and reorder columns. You can now rename any column directly on the visual (click on the ▼ dropdown icon in the chart header and simply edit the name). Changing the chart type for each column is also improved, click on the dropdown icon to choose the chart for the column).

Cross-visual filtering

Zebra BI now supports cross-visual filtering, which is a standard Power BI function but has only recently been deployed to custom visuals. Now the end-user can simply select multiple filter values by pressing CTRL+click on different visuals on a report page to filter by multiple criteria.

More data label formats

You can now choose to display negative values in parentheses or with a minus sign:

Zoom in focus mode

A really nice feature was added to automatically enlarge/zoom the font size in Focus mode to improve the readability of visuals in Power BI focus mode.

By default, the zoom factor is 150%, but you can customize the zoom factor for each visual in the settings (under Interaction > Zoom in focus mode (%)). While in focus mode, press CTRL+mouse wheel to increase/decrease the zoom while you're presenting:

 

Additional difference highlight option

The selection of options to highlight a difference in Zebra BI PowerCharts visuals has been expanded with another helpful option. The option to display a difference between the last actual data point and the last forecast value will come handy in charts that show forecasts in addition to actual values:

As usual, this new version of Zebra BI custom visuals is available for all existing users in the member portal area. Just go and sign in and simply download our latest release 3.3 and start implementing it to your existing or new reports. For all the rest of you that would like to feel the same excitement, click on the button below and start your free trial.

 

 

Dynamics 365 Power BI Custom Visuals Zebra BI Microsoft

Dynamics 365 meets Power BI with Zebra BI – Antwerpen 19.06.2019

We proudly announce that Zebra BI was invited to a special kind of breakfast - the one where Dynamics 365 meets Power BI.


Zebra BI  and our CEO Andrej Lapajne are headed to Antwerpen to attend a special seminar called Dynamics 365 meets Power BI. The topic they will focus on is going to be: how to quickly analyze data from Dynamics 365 with the help of Power BI and custom visuals. Another speaker at the event will be CRM strategy & implementation expert Jure Jesenovec, the Managing Partner at Admiral Dynamics.

If you are in Antwerpen or nearby make sure you  REGISTER HERE - there are still some open spots waiting for the ones who would like to get an overview and an explanation of the possibilities with the use of Power BI and custom visuals within Microsoft Dynamics CRM.

Event details: 

Dynamics CRM system is the hub for all your customer processes and data. If you enrich this information with insights from Power BI, you can create an "all-in-one solution" for steering and managing your business processes.

Dynamics 365 covers the processes, data, user interfaces and management aspects, but what about data visualisation? Power BI enables you to make data more useful and provide greater insights. Take your organisation to the next level with Power BI.

This breakfast session on Wednesday 19 June introduces participants to the use of Power BI and Zebra BI custom visuals with Microsoft Dynamics CRM.

The course focuses on the use of Power BI functionality and technical possibilities of analysing data trends within their CRM organisation. Secondly, we’ll demonstrate the rich and clear view of your extended sales data that provide comprehensive insights for management.

Agenda at a glance:

08:30 - 09:00 

  • Welcome & Breakfast

09:00 - 11:00 

  • Dynamics 365 Meets Power BI: How To Quickly Analyse Data From Dynamics 365

 

Very much looking forward to seeing all of you there and getting to know you.

Event location:
Katwilgweg 2,
2050 Antwerpen,
Belgium

Zebra BI visuals for Power BI 3.1 released

We work around the clock to support you in the best way possible on your quest to leverage your data in a whole new way and gain the unique added value which helps accelerate your business.

We are launching the latest release of Zebra BI custom visuals for Power BI - version 3.1. It is packed with new and improved features that will help you create even better reports and dashboards in Power BI.

One of the features most sought-after by our clients and users of our visuals is the "Cross-tables" feature. You can now create cross-tables, time-tables, and P&L tables with multiple business units and across multiple years. Andrej explains all about it in the video below.

Another great new feature is the Matrix chart, an exciting new way to visualize your data and gain additional insight. The new version also brings further refinement to our small multiples concept. Essentially, we put them on steroids and they now allow you to zoom into a single chart, resize it, drag the mouse just once to display the entire matrix of small multiples available, etc.

In short, the new version brings a lot of significant improvements. Please, take your time and watch the brief video presentation of everything we’ve prepared for you.

Enjoy. 😊

 

Here is also the embedded Power BI report, which allows you to click through all the new and improved features of Zebra BI for Power BI 3.1.

Try Zebra BI version 3.1

 

Financial Reporting in Power BI with Zebra BI – Zagreb 14.06.2019

We are thrilled to announce, that we'll be running another full-day workshop on financial reporting in Power BI with Zebra BI, taking place in the beautiful city of Zagreb


Controlling Kognosko is where the event will take place, presenting the latest trends and best practices of financial and business reporting. Our CEO Andrej Lapajne will lead the full-day training on financial reporting in Power BI with Zebra BI visuals. With a ton of examples, modeling best practices, DAX tricks, and advanced data visualization methods, we will systematically teach you how to build superb P&L statements, actual vs. budget dashboards and other business reports in Power BI. From scratch! We will show you how to use PowerBI's and ZebraBI's bells & whistles such as smart page tooltips, drill-through et al in the most productive way.

Make sure you don't miss out on this incredible event! REGISTER TODAY by clicking on this >> LINK <<

 

Agenda at a glance:

09:00 (Start) 

  • Building your first report in Power BI
  • Introduction to Power BI, Zebra BI and IBCS®
  • Quick win: Power BI report from Excel data
  • Zebra BI visuals: How to use the charts and tables

10:30 (Break - 15 min)

  • Business reporting in Power BI
  • Actual vs. PY reporting
  • Calendar dimension, DAX time functions, YTD switch
  • Actual vs. Budget reporting (sales reports, cost budget reports)

12:15 (Lunch break - 45 min)

  • Best practice data model in Power BI
  • Essential data transformations in PowerQuery
  • Star schema: modeling tables and relationships
  • Top 5 DAX formulas for business reporting, dynamic measures

14:30 (Break - 15 min)

  • Financial reports and income statements
  • Hierarchy of accounts, subtotals, expenses, results
  • Tips&Tricks: Smart tooltips, Drill-through, Bookmarks, etc.
  • Best ways of sharing your reports & dashboards

16:15 (End)

Very much looking forward to seeing all of you there and getting to know you.

Event location:
Kontroling Kognosko
Jaruščica 1E,
10000 Zagreb
http://www.kognosko.hr/kontakt/

MsBizzAppSummit Atlanta Georgia

Zebra BI goes to Microsoft Business Applications Summit 2019

We are privileged and excited to announce that we'll be present at the Microsoft Business Applications Summit in Atlanta, GA., between June 10-11.

Joining a vibrant community for 2+ days of total immersion to drive better data, stronger solutions, and bigger transformation.

This great event is covering all things Dynamics 365, Power BI, Excel, PowerApps, Microsoft Flow, mixed reality, and more under one roof.


Our CEO Andrej Lapajne will lead a 20-minute session called "Building spectacular Power BI dashboards with P&L visuals and small multiples" on one of the biggest events this year!

 

He will demonstrate how to build advanced Power BI dashboards by using popular data visualization techniques like the small multiples, sales vs. budget charts and the IBCS® semantic notation.

While doing so he will be taking on the challenge of presenting user-friendly income statements (P&L) in Power BI. In that same session, he’ll take advantage of the Zebra BI custom visuals to build a real-life sales and financial dashboard from scratch.

Along the way, he will reveal practical tips&tricks for designing advanced, mobile ready and fully responsive dashboards.

Very much looking forward to seeing all of you there, getting to know you and saying hello to all of our friends, partners, and clients. 😊

Building spectacular Power BI dashboards with P&L visuals and small multiples
June 10-11, 2019

Event location:

Georgia World Congress Center
285 Andrew Young International Blvd NW
Atlanta, GA 30313

Click here for the agenda and more details about the event: https://www.microsoft.com/en-us/businessapplicationssummit

Zebra BI’s popular lecture presented live at Power Platform World Tour in Washington DC

We'll be presenting our most popular session on Power BI DAX tricks at the Power Platform World Tour in Washington DC on April on April 1-2, 2019.


Andrej Lapajne, the CEO of Zebra BI will present his lecture titled "Top 5 DAX Tricks for Super Effective Power BI Dashboards" live at the Power Platform World Tour in Washington DC.

The event is bringing unprecedented access to premium Power BI, PowerApps and Flow content designed by your local industry experts. Join our lecture and make sure to meet Andrej in person for a chat!

 

Event location:
Microsoft
12012 Sunset Hills Road
Reston, VA, 20190

 

Click here for the agenda and more details about the event: https://www.powerplatformworldtour.com/ppworldtour/locations/washingtondc

 

 

Burning Questions: How to Add a Monthly/YTD Switch to a Power BI Dashboard?

One of the questions we get most often by our users is how to create a switch in their Power BI dashboard that would let them switch between Monthly and YTD views. You can do this by using Data Analysis Expressions (DAX), which is the formula language used throughout Power BI. This blog post will provide a quick overview of what you need to do to create a simple switch.

Before you start, download the examples from our webinar page for Top 5 DAX tricks for super effective Power BI dashboards. We also recommend that you watch the video as it also contains detailed step-by-step instructions for preparing your data and tables that are not covered in this post.

Start by opening the Sales Dashboard example (SalesDashboard-ZebraBI-webinar.pbix) from the zip file you downloaded. Open a new page by clicking on the + icon on the bottom of the start page.

The example already includes all the tables, relationships between them and code, so you just need to recreate the basic sales dashboard you will add the Monthly/YTD switch to.

Recreating the basic visualization

Start by recreating the main visual in your report. Add a Zebra BI Power Chart and select the following fields: Group under Business Units, Month under Calendar, AC and Revenue PY under Sales. Set them to the corresponding Fields as shown on the image below:

Now combine various visuals. For example, you can add a comparison to previous year using another dimension. Add a Power Table and select the fields as shown:

This table adds a comparison of actual results to the revenues from the previous year by individual product groups and divisions.

This visual is fully responsive and also controls the small multiples visual on the right that you've created in the previous step. If you click on a category, the chart on the right will change to display just the selected category or group of categories (division). With this, you've already created a great visual. However, we can make it better.

Adding slicers to your dashboard

Next stop is adding two slicers: Year and Month that you can use to switch between views for individual months and years.

Click on Year field in the Calendar group and drag and drop it onto the dashboard. Switch it to the Slicer visualization and select Dropdown option from the menu.

Add another slicer for months. Click on Month field in the Calendar group and drag and drop it onto the dashboard. Switch it to the Slicer visualization and again select the Dropdown menu item.

This will break your visualization. To fix it, you need to decouple the time series view from your slicer. Click on the month slicer and select the Format tab on your ribbon. Select the Edit interactions tool.

This shows additional controls on the dashboard, where you can control what impact the selected visualization should have on the others. To prevent the currently selected visualization element from impacting your small multiples chart, you should select the no impact icon.

Adding the Monthly/YTD switch to your dashboard

Now, we will add the Monthly/YTD Switch. Switch to Data view and add another table for the switch on the  dashboard. Go to the Relationship view, where you will create what is called a "disconnected table" and serves as a switch between two values. Click the Enter Data button in the Home tab and name it Period Calculation in the Name field on the next screen.

You need to create just two columns - Period calculation and CalcID. 

You now have a new table in your project that is available for you to select in Report view in Power BI. Drag and drop the Period Calculation field onto the chart and switch it to a slicer element. You get two options - monthly and YTD. Switch to Horizontal orientation under General option in the Formatting tab.

You now have a slicer with two options (YTD and Month). You click between the two although the options do not do anything yet.

Create a new measure and name it Selected calculation. You will use the MIN function, which simply returns the smallest value in a column. Enter the following formula: SelectedCalc = MIN('Period Calculation'[CalcID])

All you have to do now is to link this back to your model. You need to take your AC measure and use the following DAX formula:

AC = SWITCH([SelectedCalc];
1; [AC filtered];
2; CALCULATE([AC filtered]; DATESYTD('Calendar'[Date])))

Just to explain briefly, what these functions do. SWITCH returns different results depending on the value of an expression, in this case AC filtered element in your project. If the value is 1, the expression returns the AC filtered value. If the value is 2 it calculates revenue to return the YTD value for which the DATESYTD function is used.

Make sure you download the free trial!

Try Zebra BI Visuals for Power BI

In addition to out-of-the-box support for IBCS standards, Zebra BI visuals for Power BI feature 1-click data sorting, powerful outlier handling, advanced small multiples, responsive visuals, improved navigation, and full customization. With support for Power BI, best practice reporting is now available on the desktop and mobile and in the cloud.