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a data analyst a lot of time you will be asked for providing automation dashboard the most common views are by time period like weekly monthly or yearly performance let's build up a kpi for sales profit profit ratio and total units we will take a look at each of these measures at the monthly level data you can find your data source from my tables raspberry let's choose the simple superstore excel file let's connect the excel file yeah i want to add a filter of the time period for the older day let's set it from the 2018 january 1st and that ended at 2020 march 15th i want to try it at the middle of the month because later we will use this to show you how to recalculate the last four months performance okay so you can see the older day you can see the data range is from the 2018 january the third tier 2020 march 15th the biggest order day is march 30 so it's correct okay we have two ways of showing kpi one is create a separate sheet for each kpi so let's make a separate sheet for sales profit and profit ratio so this is the cells let's change your format from here different properties number format okay the last one is quantity now you have a very simple the first part of our dashboard i would like to do this automation kpi i want to return the most recent monthly data don't forget at the beginning we have set a filter to say our data date period is front 2018 january 1st to 2020 march 15. don't forget about that so the next the how to say we want to do the monthly kpi so for example if the data is at march 15 the order there's march 13 then the last month data will be from the february 1st to february 28th okay let's go back here so first i want to create a calculate field and i want to name it as state let's use the lo dms okay and then let's create another calculate field to calculate the last day of the last month now we want to have a first day of last month okay let's create an other calculation called most recent month so if the order day is a billion without it true or false so for our other day greater than or equal to the first first day of last month and ordered a smaller equal to the last day of the last month and that's the most recent month now we can start to calculate our sales from the last month so a lot of time when your boss come and ask you can you give me your last month's sales result this is when this function comes handy so this is is true if the most recent month is true then what do we do we summon it up then we return the cells will get the end okay let's duplicate this you need to be profit from the last month let's change this the formula too puffy 12 ratio last month divided the sales last month change these two formatted number percentage then the last one is the quantity if if what most reason month is true then we return quantity don't forget and typo so let's go to the new sheet after we've done all this calculation let's put this in one single sheet using the same check minimum 0.0 and hold the ctrl key duplicate and if your mac hold the comment key all right and then send us before the first i want to do is sales from last month all right change your label to smartphones maybe this larger so we can see okay i had sales the second one i want to put a property from last month okay that's no one i wanna put profit ratio the last one is the quantity from last month all right and i want to change your alignment centric i will use the game bar and move all the alignment to the center voila and then change the shape let's make it transparent use my transparent and that last remove all the lines okay here's a monthly kpi