How to Create a KPI and Card Visual in Power BI

Описание

Creating a KPI (Key Performance Indicator) and Card visual in Power BI is a simple process. Both visuals are used to display summarized information and key metrics. Here's a step-by-step guide to creating a KPI and Card visual in Power BI:

1. Open Power BI Desktop: Launch Power BI Desktop, the application where you build your reports and visuals.

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2. Connect to Data: Connect to your data source by clicking on "Get Data" in the Home tab and selecting the appropriate data source (e.g., Excel, SQL Server, CSV, etc.).

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3. Load Data: Load the data you want to use for your KPI or Card visual into Power BI.

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4. Add KPI Visual:
a. Go to the "Visualizations" pane on the right side of the screen.
b. Click on the "KPI" icon to add a KPI visual to your report canvas.
c. In the "Values" field well, select the numeric field that represents the actual value for your
KPI.

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d. (Optional) In the "Target" field well, select the numeric field that represents the target or goal for your KPI.

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e. (Optional) In the "Trend Axis" field well, select the date or time-based field that represents the trend for your KPI (e.g., month, quarter, year).

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f. (Optional) In the "Trend Line" field well, select the numeric field that represents the trend line for your KPI (e.g., moving average, trend calculation).

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5. Add Card Visual:
a. Go to the "Visualizations" pane on the right side of the screen.
b. Click on the "Card" icon to add a Card visual to your report canvas.
c. In the "Values" field well, select the numeric field that you want to display as a key metric in the Card visual.

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6. Customize KPI and Card Visuals:
a. Format the KPI and Card visuals using the "Formatting" options in the "Visualizations" pane. You can change the font, color, data labels, and other aspects to suit your design preferences.
b. Add a title to the visual to provide context for the displayed metric.
c. Use the "Analytics" pane to add trend lines or reference lines to the visuals for additional insights.

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7. Save and Publish:
Once you are satisfied with your KPI and Card visuals, save your Power BI report, and if necessary, publish it to the Power BI service to share it with others.

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That's it! You've created KPI and Card visuals in Power BI, allowing you to present key metrics and summarized information in an easy-to-understand format.

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