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Yuiitsu
Helper V
Helper V

Power KPI indicator Index

Hi all,

 

I wanna create a conditional formatting where by if KPI status <95% shows a red arrow down, 95%- 100% a green check mark and > 100% shows arrow up.

Can anyone help create this measure for me?

 

Yuiitsu_1-1671599953586.png

 

 

1 ACCEPTED SOLUTION

Hi @Yuiitsu 

 

According to your current demand description, I can clearly understand your needs, you need measure to count if margin <95% =1, 95%- 100% =2, > 100% =3 in my data, You can use the Switch function in DAX to create the following metric value:

Arrow =

SWITCH(

    TRUE(),

    [BU Margin]>=0&&[BU Margin]<=0.95,1,

    [BU Margin]>0.95&&[BU Margin]<=1,2,

    [BU Margin]>1,3)

 

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

 

Best Regards,

Aniya Zhang

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

View solution in original post

11 REPLIES 11
v-yueyunzh-msft
Community Support
Community Support

Hi , @Yuiitsu 

Based on your logic and requirements description, you want to implement in the matrix if the KPI status <95% shows a red down arrow, 95%- 100% shows a green check mark, > 100% shows an up arrow, I think you can achieve this requirement with the conditional format setting of the icon in the matrix:

vyueyunzhmsft_0-1671678470052.pngvyueyunzhmsft_1-1671678481225.png

If this method does not meet your needs, you can provide us with your special sample data and the desired output sample data in the form of tables, so that we can better help you solve the problem.

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

 

Best Regards,

Aniya Zhang

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

Hi

 

I do not see this option 'Cell Element" in my Visual format.

Yuiitsu_0-1671678982311.png

 

Also i do not have a measure to count if margin <95% =1, 95%- 100% =2, > 100% =3 in my data.

This is the measure I am asking for help.

 

here is also a sample data of what I put into Power KPI matrix 3.1.1:

Business UnitSelling PriceBudget
GT4532451000000
YA25266000
LUM8575000
SSI85244900000
TOP6931165800

 

I also have a calculated measure for my margin 

BU Margin = SUM('FIN data FY50-70'[Profit])/SUM('FIN data FY50-70[Selling Price])
 
Please let me know if I can provide anymore data too!

Hi , @Yuiitsu 

I download the "Power KPI matrix" and see the sample .pbix file . The icon setting is used as the [KPI indicator] options:

vyueyunzhmsft_0-1671680479025.png

And put the column in it(1,2,3,...):

vyueyunzhmsft_1-1671680505682.png

So i think you need to add a column like this.

 

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

 

Best Regards,

Aniya Zhang

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

Yes I know I have to put add a column there so I am asking how to create a calculated column like that....

 

I do not have a measure to count if margin <95% =1, 95%- 100% =2, > 100% =3 in my data.

This is the measure I am asking for help.

 

For example the file you ask me to download has this : 

KPI Index = if(value([Variance])>= .05, 1, if(value([Variance])<-.05,3,2)) 

 

^ so what I am seeking help in is how can I make a measure to add a calculated column giving the specific condition I want the index.

Hey, I am having the same issue. Did you eventually find out how to do it?

Hi @Yuiitsu 

 

According to your current demand description, I can clearly understand your needs, you need measure to count if margin <95% =1, 95%- 100% =2, > 100% =3 in my data, You can use the Switch function in DAX to create the following metric value:

Arrow =

SWITCH(

    TRUE(),

    [BU Margin]>=0&&[BU Margin]<=0.95,1,

    [BU Margin]>0.95&&[BU Margin]<=1,2,

    [BU Margin]>1,3)

 

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

 

Best Regards,

Aniya Zhang

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

AbbasG
Memorable Member
Memorable Member

@Yuiitsu refer to the following blog, it will drive you in the right direction. Hope it helps.
https://radacad.com/enhance-the-card-visual-in-power-bi-with-conditional-formatting

Sorry the blog doesnt seems to help what I am trying to do now.

I am using Power BI Matrix 3.1.1 perhaps you can see how I can do the formatting for it?

Yuiitsu_0-1671673313642.png

 

Also I think PowerBI has updated? I tried to follow the blog's but I dont see the same icons in my Powerbi desktop.

Yuiitsu_1-1671673758461.png

 

Anonymous
Not applicable

Select you visual, then click on "Format your visual" in the visualisation pane on the right of the screen.

Turn on "Cell elements>Icons", set the desired rules and select the icons you like the most.

Hi @Anonymous 

 

Sorry can you direct me with some screenshots? Because I do not see any of the options that you mentioned on your post.

I am using Power KPI Matrix 3.1.1

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