WOW with KPI Card Visuals using Reference Labels and Conditional Formatting | Power BI

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KPIs are key to monitoring business performance, but in most cases, they do not tell the whole story.

This can now be overcome using reference labels and conditional formatting in the new card visual in Power BI and I show you how to maximise them in this video.

#powerbi #dax #PBICoreVisuals

📁 Dataset for Sales Data and file for original dim date table M code

🔖c h a p t e r s 🔖

00:00 - Intro
00:38 - Overview
02:45 - Check your PBI version
03:14 - Load data
03:39 - Set up new card visual
04:01 - Add main measure to card visual
05:04 - Format call out value & label
06:57 - Format card layout & look
08:17 - Create a target measure
10:05 - Create a target difference measure
10:24 - Set up target reference label
14:29 - Create target var label with arrows
18:11 - Create a divider line in ref label
19:26 - Add additional reference labels
22:28 - Add conditional formatting
23:23 - Create the conditional format measure
28:34 - Conditional format reference labels

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Thank you so much! This was what I needed.

KelechiOdoemena
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Great video, thanks, love the card’s visuals

mikomori
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This is nice. I wonder if instead of using UNICHAR to return the up and down arrows you could write it into the VAR targetpercent using custom formatting like you can for a measure in format on the ribbon in measure tools. I know this works to return up and down arrows based on positive and negative values although you can't currently write colours into the formatting like you can in excel.

So it would change from -
VAR targetpercent = FORMAT(DIVIDE(targetdiffamount, target, 0), "0.0%")
to
VAR targetpercent = FORMAT(DIVIDE(targetdiffamount, target, 0), "▲ "0.0%;"▼ "0.0%;

I might test it and see. It just means that you do not have to create 2 additional variables and call them in the returned result. You could just return the targetpercent.

robertthompson
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Nice Video!
But.. Zooming in is very annoying..

markNXCH
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HI Dean. can u share PBIX file of this kpi report. thanks

WaqasKhan-spsn
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Thank you for the amazing video! It really helped me

AhmadBELAL-fssx