Posts filed under Visualizations

Add Positive/Negative Color Error Bars Using Visual Calcs!

Video by: Reid Havens

Take your Power BI visuals to the next level by applying dynamic positive/negative color formatting to your first-to-last comparison line! This tutorial expands on the previous visual calculation setup by adding conditional color cues to highlight trends at a glance, great for dashboards and storytelling. Tune in to learn more!

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Highlight First or Last Value Comparisons in Power BI with Visual Calcs!
Visual Calcs in Power BI

Highlight First or Last Value Comparisons in Power BI with Visual Calcs!

Video by: Reid Havens

Learn how to compare the first or last values in a Power BI chart using visual calculations! In this tutorial, I’ll walk you through adding a dynamic line marker and error bar comparison that highlights the change from beginning to end, perfect for trend visuals and executive summaries.

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Visual Calcs in Power BI

Posted on June 17, 2025 and filed under DAX, Visualizations.

(Livestream Replay) Building Income Statements in Power BI - with Chris Barber

DESCRIPTION 📄

Profitability is a key metric for any business, as profits can be distributed back to shareholders either directly or indirectly. An income statement—also known as a Profit and Loss (P&L) statement—answers high-level questions such as “What was our net profit last year?” while summarizing key revenue (e.g., product revenue) and expense (e.g., R&D) items.

Unlike static reports, a P&L semantic model provides granular detail, enabling users to explore insights such as “How was R&D spending distributed across projects, fiscal periods, or legal entities?” With a well-structured model, users can analyze financials dynamically through Power BI reports, PivotTables, and Excel formulas.

GUEST BIO 👤

Chris Barber is a Chartered Accountant (ACMA, CGMA), four-time Microsoft MVP, and author of Income Statement Semantic Models. He runs StarSchema.co.uk and has created popular YouTube videos (100K+ views) and courses (1K+ participants) focused on building Profit and Loss (P&L) reports in Power BI.

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Fixed-Window Charting in Power BI: Auto-Adjusting Calendar Periods

Video by: Reid Havens

Learn how to create a chart that always displays the same number of calendar periods, driven by slicer period selection, and regardless of if there is existing data (yet) for a period. This leverages a [DAX] generated table, relationships, and some auto-magic features. Tune in to learn more!

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Creating a MTD/QTD/YTD Time Intelligence Slicer

Posted on January 28, 2025 and filed under DAX, Data Modeling, Visualizations.