Display KPIs per Products

[Rdarshana]

Hello,

I have a unique report development requirement that requires me to display KPI cards based on Products.
For example, this is how the layout is:

So, each block will contain metrics around a specific Product. 
The issue is that we want these boxes for each Product be displayed dynamically. 

Lets say, Tenant A is using only 3 products - then only the first three boxes will show.
Tenant B is using 5 products - all 5 boxes will will show.

Tenant C is using 8 products - 8 boxes will be displayed for tenant C. 

We are seeing that out of the box KPI cards for PowerBI does not support this. We will need to add filter on each visual inside the box for the given product. 

Is this even possible? Or is there a way to add conditional formatting, that counts the numbers of products that a tenant has access to and then displays the boxes for the KPI cards per those products?

[Rdarshana]

Yes, the latest release may contain the KPI cards we are looking for. 

[Rdarshana]

Any idea what is the release date?

[danextian]

There is no mention of KPI cards in the article but you can make a card look like KPI. I was told it should Nov 12 9AM PST.

[danextian]

Small multiples wil be available in the modern card visual in the November release. You might want to wait a bit and see if you can use this card viz instead. https://www.linkedin.com/pulse/new-addition-card-visual-introducing-small-multiples-pbicorevisuals-3... 

[AnalyticPulse]

hi @Rdarshana  one way to do this is to use the dynamic RLS, for this you have to create a new table for user id and the product access they have, then apply the dynamic RLS in powerbi desktop. if you use the bookmark method you have to create complicated logic in dashboard. i suggest you try dynamic rls.

[Rdarshana]

@AnalyticPulse 
The data for each tenant is hosted in each tenanted database - Thus, there is no reason to add dynamic RLS in this case. 
We are not displaying the KPIs in a tabular format. These would have to be cards.

[danextian]

Hi @Rdarshana, if you want it dynamic based on the whoever is logged in then this is the approach. Injae has a tutorial on this on YouTube

[Rdarshana]

Thanks for the speedy response. 
How do we achieve using Option 1?

[FarhanJeelani]

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!

[Rdarshana]

@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'

[FarhanJeelani]

This type of dynamic layout isn't directly supported by default in Power BI, but you can achieve a similar effect with some creative workarounds. Here’s how you might approach it:

1. Dynamic Visibility with Bookmarks and Selection Pane:
- Create separate KPI card visuals for each product and arrange them in your desired layout.
- Use the Selection Pane to create groups for each set of KPI visuals by product.
- Set up bookmarks for each possible number of products (e.g., 3, 5, 8 products).
- Use a slicer or parameter to control which bookmark is displayed based on the tenant's number of products.

2. Dynamic Titles and KPIs with Measures:
- Instead of using individual visuals for each product, create a matrix or table that lists products as rows and displays KPIs as columns. Use DAX to conditionally display KPIs based on the tenant’s available products.
- For each KPI measure, use `IF` conditions to show values only if the product is available for that tenant.

3. Use of a Custom Visual:
- Power BI's custom visuals marketplace has visuals that might provide more flexibility in layout. Card with States or Multi-row Card might help display KPIs in a more compact form based on conditions, but you may need to try different visuals to see which works best for your requirements.

4. Paginated Reports:
- If you're using Power BI Premium, you could consider using Paginated Reports. These allow for more flexibility with dynamic layouts based on filters and are more suitable for varying content based on the number of products.

Each approach has its limitations, but these workarounds can help achieve a dynamic display based on the number of products per tenant. Let me know if you need more details on any of these!