Forum Discussion
Display KPIs per Products
Steps to Create Dynamic KPI Display Using Bookmarks and Selection Pane
1. Create Individual KPI Card Visuals
- Start by creating a separate KPI visual for each product. Design each visual to display metrics relevant to that product (e.g., Product 1, Product 2, etc.).
- Position them in your desired layout.
2. Organize KPI Visuals in the Selection Pane
- Go to View > Selection Pane in Power BI to open the Selection Pane.
- Group each KPI visual for a product separately. For example, you could name each group as "Product 1 KPI", "Product 2 KPI", etc.
- You’ll use the Selection Pane to control which visuals are visible for each tenant based on the number of products.
3. Create Bookmarks for Different Product Counts
- Go to View > Bookmarks Pane to open the Bookmarks Pane.
- Now, create a bookmark for each possible scenario (e.g., 3 products, 5 products, 8 products).
- For each bookmark:
1. Hide the visuals for products that are not included in that scenario using the Selection Pane.
2. Show only the visuals that should be displayed for that number of products.
3. Name each bookmark based on the scenario, such as "3 Products", "5 Products", etc.
- For each bookmark, click the three dots next to it and choose *Update* to ensure the correct visual visibility is saved.
4. Create a Control Slicer for Tenant’s Product Count
- To control which bookmark is displayed, create a slicer or parameter in your data that represents the number of products a tenant uses.
- For example, if you have a "Tenant Product Count" column in your data model, use it as a slicer. Set it up to display the possible product counts (e.g., 3, 5, 8).
5. Link Bookmarks to the Slicer with Buttons
- In Power BI, buttons can trigger bookmarks. Set up buttons for each bookmark, or use the Bookmark Navigator (available under Insert > Buttons > Navigator > Bookmark Navigator), which automatically links to your bookmarks.
- If using individual buttons:
- Create buttons labeled for each product count (e.g., "3 Products", "5 Products").
- Assign each button to the corresponding bookmark by selecting the button, then setting its action to the respective bookmark.
- If using the Bookmark Navigator, it will show buttons based on your bookmarks, and the user can select which one to activate.
6. Test the Dynamic Display
- Test your setup by selecting different values in the slicer or buttons to see if the KPI cards display correctly based on the number of products.
- Ensure that each bookmark shows only the KPI visuals needed for the selected tenant product count.
7. Optional: Automate Bookmark Selection Based on Tenant Product Count
- Power BI does not support fully automated bookmark selection based on slicer values. However, you can create buttons or a Bookmark Navigator for user-friendly navigation, allowing users to choose the appropriate number of products to display KPI cards for their tenant.
Final Note
This setup allows you to simulate dynamic displays for different product counts. Although it requires manual interaction (e.g., clicking the Bookmark Navigator), it’s an effective way to mimic conditional layouts. This approach will let you display only the relevant KPI visuals based on the number of products a tenant is using.
Let me know if you need further assistance with setting this up!
FarhanJeelani
I reviewed the steps you provided. My take is that in the above example, the number of products will differ per tenant. I just added an example to place the case.
In reality, a given tenant will have "n" number of products. I want the KPI cards to display the cards per product.
So, if Tenant A has 3 products, we display 3 main KPI cards/ boxes containing multiple KPI metrics within.
If Tenant B has 5 products, then all 5 KPI Cards/boxes will be displayed.
Think of it as a multi-row card where each row represents a Product and contains the related KPIs for that product.
Or may be a tabular visualization where each column will be a product, and related metric/ measure in other columns.
Now, just that these rows are now being displayed as separate Cards/ boxes , each card/ box depicting one product with the related KPI metrics.
Hope this makes sense.I believe PowerBI is releasing a multiple metric visual as part of Nov 2024 release that may resolve part of the problem'