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Power BI Key Performance Indicator (KPI) visual

KPI percentage Banner

key performance indicator (KPI) is a very good way to track your current value movement against defined Target.

The intention of the KPI is to help you evaluate the current value and status of a metric against a defined target.

A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal.




So let’s start with an example, sample dataset format as below:

Year Actual Sales Target Sales
2014 200000 1300000
2015 245000 1300000
2016 1020000 1000000
2017 1300000 1300000
2018 700000 1600000
2019 200000 1000000
2020 2600000 2500000

Step-1: Now drag KPI visual to report page > “Actual Sales” to Indicator, “Year” to Trend axis & “Target Sales” to Target goals section.

KPI in Power Bi -1

KPI in Power Bi -1



Understand why it is showing 2600000 & Goal: 2500000 as in default?

By default KPI displayed the current Sale & Target values. Explanation as below:-

  • Current “Actual Sales”: 2600000.
  • Target Sales: 2500000.
  • Target achieved by: + 100000.
  • Green Color : Indicate Target achieved successfully, otherwise it will show the values in Red color.
  • Percentage Formula: (Actual Sale – Target Sale) / Target Sale, then multiply by 100.
KPI in Power BI - 2

KPI in Power BI – 2

Step-2: Now select any year from slicer & see the KPIs output.

For year 2015 target not completed that’s why it is showing values as in Red color.

KPI in Power BI - 3

KPI in Power BI – 3



How to create a KPI % measure?

KPI % =
Var ActualSale= Sum(KPIData[Actual Sales])
Var TargetSale= Sum(KPIData[Target Sales])
Var diff = ActualSale - TargetSale
Return
DIVIDE(diff, TargetSale)*100

Now drag measure to Table visual.

KPI Percentage Formula

KPI Percentage Formula

Formatting KPI visual-

General: Allows you to set X & Y-axis, width & height of column chart.

Indicator: Set display unit, font size, font family, horizontal & vertical alignment for Actual sales.

Trend axis: Enable/ Disable graph for KPI.

Goals: Provides below options-

  • Goal: Enable/ Disable Target values.
  • Label: Assign name for Target.
  • Set Font color, font size & font family.
  • Distance: Display difference of Target & sales. Also you can select value & percentage from Label dropdown.
  • Distance direction: Manage Increase/ Decrease direction for positive.

Color coding: Set color for Good, Neutral & Bad.

Date: Set font size, text & color for date.

Title: Specified the Title name for KPI.

Want to know about other visuals, refer this: Power BI Visualizations




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