Trending And Smoothing

Matt Allington looks at trending and smoothing data in Power BI:

You can download the workbook here if you want to take a look, or simply look at the embedded version I have pinned at the bottom of the post.

Notice the spikes in sales in different months in the chart above?  These spikes are very common in sales data, and in my experience they can be even more prevalent in weekly sales data.  These spikes make it difficult to analyse trends in the data.  You could put a trend line into the chart (thanks to the April update do Power BI), but a standard linear trend line is too simplistic to really see what is happening in your data, particularly if there are seasonal changes.

One good way to look at the trends in your data is to add an Average Monthly Sales Rolling Quarter trend line to the chart.  You simply take the total sales of the last 3 months and then divide by 3.  If you were doing a weekly trend, take the last 13 weeks and divide by 13.  When you overlay this Avg Monthly Sales RQ line on the original chart, it looks like this.

This is a fairly advanced topic, but it’s also the kind of thing which separates good reporting from great reporting.

Related Posts

Custom Power BI Date and Time Formats

Chris Webb continues a series on Power BI custom formats: In my last post I showed lots of examples of how Power BI’s new custom format string feature can be used to format numbers. This post, looking at dates and times, will be a bit different for two reasons: there are a lot more useful examples of […]

Read More

Strong and Weak Power BI Relationships

Alberto Ferrari takes us through the two different kinds of relationships in Power BI: A relationship in a Tabular model can be strong or weak. In a strong relationship the engine knows that the one-side of the relationship contains unique values. If the engine cannot ensure that the one-side of the relationship contains unique values for the key, then the […]

Read More

Categories

May 2016
MTWTFSS
« Apr Jun »
 1
2345678
9101112131415
16171819202122
23242526272829
3031