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TMJForrester's avatar
TMJForrester
Advocate II
6 years ago

Best Visual for Grid Dashboard

I'm pretty new with PBI so apologies for the dumb question. I'm working on a new dashboard that contains various KPIs grouped under different Objectives. The Target and Current/Prior Year actuals would be different measures that automatically update after refreshing my data model.

 

I can't think of a good way to build this visualization without creating a whole bunch of text boxes and cards, which is pretty messy and will slow down my report. Building a new table in the data model is another option if it weren't for the multiple measures and different data types, and I would want to filter this dashboard too based on different dimensions (geography, product, etc.) so a static calculated table might not work.

 

Below is an example of what I'm trying to build. Would it be best to build this in a new table, or is there a custom visual where you can manually type KPIs and then correlate with a measure (I was thinking Power KPI Matrix but am not very familiar with that product)?

 

ObjectiveKPITargetCY NumberPY Number
Grow RevenueOverall Revenue10,000,0005,000,0002,000,000
Grow RevenuePipeline7,000,0001,000,000500,000
Retained ClientsRetention Rate60%20%10%
High Performing Clients# of $500K Clients1053
High Performing Clients# of $1M Clients521
RankCustomer RankGoldSilverBronze

 

Any help would be greatly appreciated. Thank you very much!

2 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion

    Seems like a table or matrix would work for this. But, going to depend on your data. Remember that there is a "Show on Rows" option for the Values in a Matrix. Lots of options. But, depends heavily on what we are dealing with. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

    The most important parts are:
    1. Sample data as text, use the table tool in the editing bar
    2. Expected output from sample data
    3. Explanation in words of how to get from 1. to 2.

    • TMJForrester's avatar
      TMJForrester
      Advocate II

      Thanks Greg_Deckler , I think "Show on Rows" is what I need in this case. And thank you for sharing that post, I will save that for future questions!