Power BI Key Performance Indicator (KPI) visual

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 begin with an illustrative example, presented in the format of a sample dataset below:

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

KPI visual PBI

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

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

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

Formatting KPI visual-

Visual Tab:

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

Icons: Set the icon size for KPI.

Trend axis: Enable/ Disable graph for KPI. And set color for Good, Neutral & Bad.

Target label: Provides below options-

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

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

General Tab:

Properties: In this section you can manage the chart height, width, horizontal & vertical position.

Title: Under general tab you can see the title section> Here you can set the below properties-

• • Title- Specified the title for chart, & manage the font size, color, background for chart.
  • Subtitle- Specified the subtitle for chart, & manage the font size, color, background for chart.
  • Divider- Enable the line between Title & chart.
  • Spacing- Manage the space between title, Subtitle & chart area.

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

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