@luquimbo/bi-superpowers 1.0.0

package/library/snippets/dax/kpis-and-metrics.md

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+# KPIs and Metrics DAX Patterns
+
+Reusable DAX measures for business metrics, variance analysis, and KPI calculations.
+
+## Variance Analysis
+
+### Absolute Variance
+```dax
+Variance_Actual_vs_Budget =
+[ActualSales] - [BudgetSales]
+```
+
+### Variance Percentage
+```dax
+Variance_Pct =
+DIVIDE(
+    [ActualSales] - [BudgetSales],
+    [BudgetSales]
+)
+```
+
+### Variance with Direction Indicator
+```dax
+Variance_Indicator =
+VAR _Variance = [ActualSales] - [BudgetSales]
+RETURN
+    SWITCH(
+        TRUE(),
+        _Variance > 0, "Above",
+        _Variance < 0, "Below",
+        "On Target"
+    )
+```
+
+### Variance Icon (for Conditional Formatting)
+```dax
+Variance_Icon =
+VAR _Pct = [Variance_Pct]
+RETURN
+    SWITCH(
+        TRUE(),
+        _Pct >= 0.05, "Up",      -- 5%+ above
+        _Pct >= 0, "Flat",       -- 0-5% above
+        _Pct >= -0.05, "Flat",   -- 0-5% below
+        "Down"                    -- 5%+ below
+    )
+```
+
+## Growth Metrics
+
+### Year-over-Year Growth
+```dax
+YoY_Growth =
+VAR _Current = [TotalSales]
+VAR _PY = [Sales_PY]
+RETURN
+    DIVIDE(_Current - _PY, _PY)
+```
+
+### Month-over-Month Growth
+```dax
+MoM_Growth =
+VAR _Current = [TotalSales]
+VAR _PM = [Sales_PM]
+RETURN
+    DIVIDE(_Current - _PM, _PM)
+```
+
+### Compound Annual Growth Rate (CAGR)
+```dax
+CAGR =
+VAR _StartValue = CALCULATE([TotalSales], FIRSTDATE('Date'[Date]))
+VAR _EndValue = CALCULATE([TotalSales], LASTDATE('Date'[Date]))
+VAR _Years = DATEDIFF(MIN('Date'[Date]), MAX('Date'[Date]), YEAR)
+RETURN
+    IF(
+        _Years > 0 && _StartValue > 0,
+        POWER(DIVIDE(_EndValue, _StartValue), DIVIDE(1, _Years)) - 1,
+        BLANK()
+    )
+```
+
+## Ratios and Margins
+
+### Profit Margin
+```dax
+ProfitMargin =
+DIVIDE(
+    [TotalProfit],
+    [TotalRevenue]
+)
+```
+
+### Gross Margin
+```dax
+GrossMargin =
+DIVIDE(
+    [TotalRevenue] - [TotalCOGS],
+    [TotalRevenue]
+)
+```
+
+### Contribution Margin
+```dax
+ContributionMargin =
+DIVIDE(
+    [TotalRevenue] - [VariableCosts],
+    [TotalRevenue]
+)
+```
+
+### Return on Investment (ROI)
+```dax
+ROI =
+DIVIDE(
+    [TotalProfit] - [Investment],
+    [Investment]
+)
+```
+
+## Conversion and Efficiency
+
+### Conversion Rate
+```dax
+ConversionRate =
+DIVIDE(
+    [CompletedOrders],
+    [TotalVisits]
+)
+```
+
+### Customer Acquisition Cost (CAC)
+```dax
+CAC =
+DIVIDE(
+    [MarketingSpend],
+    [NewCustomers]
+)
+```
+
+### Customer Lifetime Value (CLV)
+```dax
+CLV =
+[AverageOrderValue] * [PurchaseFrequency] * [CustomerLifespan]
+```
+
+### CLV to CAC Ratio
+```dax
+CLV_CAC_Ratio =
+DIVIDE([CLV], [CAC])
+```
+
+## Performance Indicators
+
+### Target Achievement %
+```dax
+TargetAchievement =
+DIVIDE([ActualSales], [TargetSales])
+```
+
+### Traffic Light Status
+```dax
+Status_TrafficLight =
+VAR _Achievement = [TargetAchievement]
+RETURN
+    SWITCH(
+        TRUE(),
+        _Achievement >= 1, "Green",
+        _Achievement >= 0.8, "Yellow",
+        "Red"
+    )
+```
+
+### Status with Numeric Code
+```dax
+Status_Code =
+VAR _Achievement = [TargetAchievement]
+RETURN
+    SWITCH(
+        TRUE(),
+        _Achievement >= 1, 3,      -- Green
+        _Achievement >= 0.8, 2,    -- Yellow
+        1                          -- Red
+    )
+```
+
+## Average Metrics
+
+### Average Order Value (AOV)
+```dax
+AOV =
+DIVIDE(
+    [TotalRevenue],
+    [OrderCount]
+)
+```
+
+### Average Revenue per User (ARPU)
+```dax
+ARPU =
+DIVIDE(
+    [TotalRevenue],
+    [UniqueCustomers]
+)
+```
+
+### Weighted Average
+```dax
+WeightedAvgPrice =
+DIVIDE(
+    SUMX(Sales, Sales[Quantity] * Sales[UnitPrice]),
+    SUM(Sales[Quantity])
+)
+```
+
+## Dynamic Metrics
+
+### Selected Metric (Slicer-Driven)
+```dax
+SelectedMetric =
+VAR _Selection = SELECTEDVALUE('Metrics'[MetricName], "Sales")
+RETURN
+    SWITCH(
+        _Selection,
+        "Sales", [TotalSales],
+        "Profit", [TotalProfit],
+        "Margin", [ProfitMargin],
+        "Orders", [OrderCount],
+        [TotalSales]
+    )
+```
+
+### Dynamic Title
+```dax
+ChartTitle =
+VAR _Metric = SELECTEDVALUE('Metrics'[MetricName], "Sales")
+VAR _Period = SELECTEDVALUE('Date'[Year])
+RETURN
+    _Metric & " Performance - " & _Period
+```
+
+## Benchmarking
+
+### Percentile Rank
+```dax
+PercentileRank =
+VAR _CurrentValue = [TotalSales]
+VAR _AllValues =
+    ADDCOLUMNS(
+        ALL(Products),
+        "@Sales", [TotalSales]
+    )
+VAR _CountBelow =
+    COUNTROWS(FILTER(_AllValues, [@Sales] < _CurrentValue))
+VAR _Total = COUNTROWS(_AllValues)
+RETURN
+    DIVIDE(_CountBelow, _Total)
+```
+
+### Distance from Average
+```dax
+Distance_From_Avg =
+VAR _Current = [TotalSales]
+VAR _Avg = AVERAGEX(ALL(Products), [TotalSales])
+RETURN
+    _Current - _Avg
+```
+
+### Z-Score
+```dax
+ZScore =
+VAR _Current = [TotalSales]
+VAR _AllValues =
+    ADDCOLUMNS(ALL(Products), "@Sales", [TotalSales])
+VAR _Avg = AVERAGEX(_AllValues, [@Sales])
+VAR _StdDev =
+    SQRT(
+        AVERAGEX(
+            _AllValues,
+            POWER([@Sales] - _Avg, 2)
+        )
+    )
+RETURN
+    DIVIDE(_Current - _Avg, _StdDev)
+```
+
+## Usage Notes
+
+- Always use DIVIDE() for safe division
+- Consider BLANK() handling for incomplete data periods
+- Use variables for complex calculations (readability + performance)
+- Test metrics with various filter contexts
+- Document expected ranges for KPIs

package/library/snippets/dax/rankings-and-topn.md

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+# Rankings and Top N DAX Patterns
+
+Reusable DAX measures for ranking and top/bottom analysis.
+
+## Basic Rankings
+
+### Simple Rank (Descending)
+```dax
+ProductRank =
+RANKX(
+    ALL(Products[ProductName]),
+    [TotalSales],
+    ,
+    DESC,
+    DENSE
+)
+```
+
+### Rank within Category
+```dax
+ProductRank_InCategory =
+RANKX(
+    ALLEXCEPT(Products, Products[Category]),
+    [TotalSales],
+    ,
+    DESC,
+    DENSE
+)
+```
+
+### Dynamic Rank (Respects Filters)
+```dax
+ProductRank_Dynamic =
+IF(
+    HASONEVALUE(Products[ProductName]),
+    RANKX(
+        ALLSELECTED(Products[ProductName]),
+        [TotalSales],
+        ,
+        DESC,
+        DENSE
+    )
+)
+```
+
+## Top N Analysis
+
+### Top 5 Products Sales
+```dax
+Top5_Products_Sales =
+CALCULATE(
+    [TotalSales],
+    TOPN(
+        5,
+        ALL(Products[ProductName]),
+        [TotalSales],
+        DESC
+    )
+)
+```
+
+### Top N with Parameter
+```dax
+TopN_Sales =
+VAR _N = SELECTEDVALUE('Parameters'[TopN], 10)
+RETURN
+    CALCULATE(
+        [TotalSales],
+        TOPN(
+            _N,
+            ALL(Products[ProductName]),
+            [TotalSales],
+            DESC
+        )
+    )
+```
+
+### Top N % of Total
+```dax
+TopN_Pct_of_Total =
+VAR _TopN = [Top5_Products_Sales]
+VAR _Total = CALCULATE([TotalSales], ALL(Products))
+RETURN
+    DIVIDE(_TopN, _Total)
+```
+
+## Bottom N Analysis
+
+### Bottom 5 Products
+```dax
+Bottom5_Products_Sales =
+CALCULATE(
+    [TotalSales],
+    TOPN(
+        5,
+        ALL(Products[ProductName]),
+        [TotalSales],
+        ASC
+    )
+)
+```
+
+### Bottom Performers (Below Threshold)
+```dax
+BelowThreshold_Sales =
+VAR _Threshold = 1000
+RETURN
+    CALCULATE(
+        [TotalSales],
+        FILTER(
+            ALL(Products[ProductName]),
+            [TotalSales] < _Threshold
+        )
+    )
+```
+
+## "Others" Category
+
+### Top 5 + Others
+```dax
+Sales_Top5_Others =
+VAR _CurrentProduct = SELECTEDVALUE(Products[ProductName])
+VAR _Rank = [ProductRank]
+VAR _Sales = [TotalSales]
+RETURN
+    IF(
+        _Rank <= 5,
+        _Sales,
+        BLANK()
+    )
+
+-- Separate measure for "Others"
+Sales_Others =
+VAR _Top5 = [Top5_Products_Sales]
+VAR _Total = CALCULATE([TotalSales], ALL(Products))
+RETURN
+    _Total - _Top5
+```
+
+## Percentile Rankings
+
+### Percentile Rank
+```dax
+PercentileRank =
+VAR _CurrentValue = [TotalSales]
+VAR _AllValues =
+    ADDCOLUMNS(
+        ALL(Products[ProductName]),
+        "@Sales", [TotalSales]
+    )
+VAR _CountBelow =
+    COUNTROWS(
+        FILTER(_AllValues, [@Sales] < _CurrentValue)
+    )
+VAR _Total = COUNTROWS(_AllValues)
+RETURN
+    DIVIDE(_CountBelow, _Total)
+```
+
+### Quartile Assignment
+```dax
+Quartile =
+VAR _Pct = [PercentileRank]
+RETURN
+    SWITCH(
+        TRUE(),
+        _Pct >= 0.75, "Q1 (Top 25%)",
+        _Pct >= 0.50, "Q2",
+        _Pct >= 0.25, "Q3",
+        "Q4 (Bottom 25%)"
+    )
+```
+
+## Ranking with Ties
+
+### Skip Rank (Standard)
+```dax
+Rank_Skip =
+RANKX(
+    ALL(Products[ProductName]),
+    [TotalSales],
+    ,
+    DESC,
+    SKIP  -- 1, 2, 2, 4 (skips 3)
+)
+```
+
+### Dense Rank
+```dax
+Rank_Dense =
+RANKX(
+    ALL(Products[ProductName]),
+    [TotalSales],
+    ,
+    DESC,
+    DENSE  -- 1, 2, 2, 3 (no gaps)
+)
+```
+
+## ABC Analysis
+
+### ABC Classification
+```dax
+ABC_Class =
+VAR _CumulativePct = [CumulativePct_of_Total]
+RETURN
+    SWITCH(
+        TRUE(),
+        _CumulativePct <= 0.70, "A",
+        _CumulativePct <= 0.90, "B",
+        "C"
+    )
+
+-- Supporting measure
+CumulativePct_of_Total =
+VAR _CurrentRank = [ProductRank]
+VAR _CumulativeSales =
+    CALCULATE(
+        [TotalSales],
+        FILTER(
+            ALL(Products[ProductName]),
+            [ProductRank] <= _CurrentRank
+        )
+    )
+VAR _TotalSales = CALCULATE([TotalSales], ALL(Products))
+RETURN
+    DIVIDE(_CumulativeSales, _TotalSales)
+```
+
+## Usage Notes
+
+- DENSE vs SKIP: Use DENSE when you need consecutive ranks without gaps
+- Always specify ASC or DESC explicitly for clarity
+- Use ALLEXCEPT for rankings within groups
+- Consider using HASONEVALUE to avoid showing ranks in totals