@luquimbo/bi-superpowers 3.1.1 → 4.1.0

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

@@ -1,293 +0,0 @@
-# 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

@@ -1,235 +0,0 @@
-# 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