Need Help Selecting Visuals

[AbhinavJoshi]

Hello, 

I have data in following format 

AccountName	StartDate	EndDate	MonthsActive	YearsActive	TotalBilledPremium	TotalAdmin	AvgAdmin	AvgLives	AvgPEPM
My Account 1	00:00.0	00:00.0	191	15.91667	18480.48	938.0335	19.143540816326530612	2	9.571770408163265306
My Account 2	00:00.0	00:00.0	191	15.91667	18480.48	938.0335	19.143540816326530612	2	9.571770408163265306

I am looking to visualize this data but cannot pick the right visuals. Currently I have: 

• Line Chart: showing accounts lost over time(LastBiilingMonth).
• Multi-Level Row Card: showing average/mim/max of years active, average of PEPM, avergae of Admin. 

Can you please help me finding some more visuals and how to do it. 

Also I am looking for a ways to show

• Clients active as of current year, month vs what we had for the last year/month. 
• LossRatio: Clients added vs lost for the current month/year.

Thank you,

[AmiraBedh · Accepted solution]

Based on this link https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-types-for-reports-and-q-an...

1. Line Chart:

Current Use: Showing accounts lost over time (LastBillingMonth).

Additional Use: Plot the Total Billed Premium over time to see the trend of billing amounts. Another line can show the total admin costs over time.

2. Multi-Level Row Card:

Current Use: Showing average/min/max of years active, average of PEPM, average of Admin.

Additional Use: Include metrics like Total Billed Premium, Total Admin, and Average Lives to provide a quick snapshot of key performance indicators.

3. Additional Visuals:

Bar Chart:

Purpose: Compare Total Billed Premium and Total Admin costs for each account.

How to Use:

• X-axis: AccountName

• Y-axis: Values (TotalBilledPremium and TotalAdmin)

• This will help in comparing the financial performance of each account.

Pie/Donut Chart:

Purpose: Show the proportion of Total Billed Premium by AccountName.

How to Use:

• Values: TotalBilledPremium

• Legend: AccountName

• This visualizes the distribution of premium across different accounts.

Stacked Column Chart:

Purpose: Show MonthsActive and YearsActive for each account.

How to Use:

• X-axis: AccountName

• Y-axis: MonthsActive and YearsActive (stacked)

• This provides a clear view of the duration of each account's activity.

Scatter Plot:

Purpose: Visualize the relationship between AvgAdmin and AvgPEPM.

How to Use:

• X-axis: AvgAdmin

• Y-axis: AvgPEPM

• Tooltip: AccountName

• This helps in identifying any correlation between average administrative costs and PEPM.

KPI Card:

Purpose: Display key metrics like Total Billed Premium, Total Admin, AvgPEPM, and AvgAdmin.

How to Use:

• Values: Individual metrics

• This provides a quick view of essential KPIs.

Showing Clients Active as of Current Year, Month vs. Last Year/Month:

Line Chart or Bar Chart:

Purpose: Compare the number of active clients month-over-month or year-over-year.

How to Use:

• X-axis: Month/Year

• Y-axis: Number of Active Clients

• Series: Year (to differentiate between current and last year)

• This will show trends and comparisons over time.

Loss Ratio: Clients Added vs. Lost for the Current Month/Year:

Clustered Column Chart:

Purpose: Show the count of clients added vs. lost.

How to Use:

• X-axis: Month/Year

• Y-axis: Number of Clients

• Legend: Added, Lost

• This will illustrate the loss ratio effectively.

[Anonymous · Accepted solution]

Hi, @AbhinavJoshi 

Thanks for the reply from @AmiraBedh , please allow me to provide addition:

You can also enhance your visuals by adding tooltips that show additional details when the user hovers over a data point. This can provide deeper insights without cluttering the main visuals. For more information, you can check the following link:

Create report tooltip pages in Power BI - Power BI | Microsoft Learn

Consider setting up a drillthrough page in your report. This allows users to click on a visual element, such as a specific account in a chart, and drill through to a detailed page focused on that account. For guidance, check out Create a drillthrough report in Power BI:

Set up drillthrough in Power BI reports - Power BI | Microsoft Learn

How to Get Your Question Answered Quickly 

Best Regards

Yongkang Hua

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[AmiraBedh · Accepted solution]

Based on this link https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-types-for-reports-and-q-an...

1. Line Chart:

Current Use: Showing accounts lost over time (LastBillingMonth).

Additional Use: Plot the Total Billed Premium over time to see the trend of billing amounts. Another line can show the total admin costs over time.

2. Multi-Level Row Card:

Current Use: Showing average/min/max of years active, average of PEPM, average of Admin.

Additional Use: Include metrics like Total Billed Premium, Total Admin, and Average Lives to provide a quick snapshot of key performance indicators.

3. Additional Visuals:

Bar Chart:

Purpose: Compare Total Billed Premium and Total Admin costs for each account.

How to Use:

• X-axis: AccountName

• Y-axis: Values (TotalBilledPremium and TotalAdmin)

• This will help in comparing the financial performance of each account.

Pie/Donut Chart:

Purpose: Show the proportion of Total Billed Premium by AccountName.

How to Use:

• Values: TotalBilledPremium

• Legend: AccountName

• This visualizes the distribution of premium across different accounts.

Stacked Column Chart:

Purpose: Show MonthsActive and YearsActive for each account.

How to Use:

• X-axis: AccountName

• Y-axis: MonthsActive and YearsActive (stacked)

• This provides a clear view of the duration of each account's activity.

Scatter Plot:

Purpose: Visualize the relationship between AvgAdmin and AvgPEPM.

How to Use:

• X-axis: AvgAdmin

• Y-axis: AvgPEPM

• Tooltip: AccountName

• This helps in identifying any correlation between average administrative costs and PEPM.

KPI Card:

Purpose: Display key metrics like Total Billed Premium, Total Admin, AvgPEPM, and AvgAdmin.

How to Use:

• Values: Individual metrics

• This provides a quick view of essential KPIs.

Showing Clients Active as of Current Year, Month vs. Last Year/Month:

Line Chart or Bar Chart:

Purpose: Compare the number of active clients month-over-month or year-over-year.

How to Use:

• X-axis: Month/Year

• Y-axis: Number of Active Clients

• Series: Year (to differentiate between current and last year)

• This will show trends and comparisons over time.

Loss Ratio: Clients Added vs. Lost for the Current Month/Year:

Clustered Column Chart:

Purpose: Show the count of clients added vs. lost.

How to Use:

• X-axis: Month/Year

• Y-axis: Number of Clients

• Legend: Added, Lost

• This will illustrate the loss ratio effectively.