Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Don't miss out! 2025 Microsoft Fabric Community Conference, March 31 - April 2, Las Vegas, Nevada. Use code MSCUST for a $150 discount. Prices go up February 11th. Register now.

Reply
Kasinso
New Member

Re-create word template in PowerBi - most efficient visuals

Hi!
I want to re-create an opportunity Debrief template that we currently have in Word-format into PowerBI, pulling data from Salesforce. But I can't find good ways to visualize the current details in table format, without creating dusins of data cards. Any good advice on how to proceed? Below is a sample of the first section, which requires horizontal table input (no problem to create two tables, as long as I manage to get the info horizontally instead of vertically). 

Customer:

 

Meeting Date:

 

Tender:

 

Country:

 

Enquiry No.:

 

Business Unit:                   

 

 Distribution:

 

Report completed by:

 

 

2 REPLIES 2
v-huijiey-msft
Community Support
Community Support

Hi @Kasinso ,

 

Thanks for the reply from MFelix .

 

Here is the data I used to test it:

Customer

Meeting Date

Tender

Country

Enquiry No.

Business Unit

Distribution

Report completed by

Acme Corp

2025-01-22

Tender A

USA

ENQ123

Unit 1

Direct

John Doe

 

I think the Multi-row card visual object that best meets your needs is the following:

vhuijieymsft_0-1737614130521.png

 

The pbix file is attached.

 

If you have any other questions please feel free to contact me.

 

Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

MFelix
Super User
Super User

Hi @Kasinso ,

 

The best option currently is to use the New card visual that allows you to have several measures or columns values and then format in any way you need.

 

https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-new-card

 


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Prices go up Feb. 11th.

Jan25PBI_Carousel

Power BI Monthly Update - January 2025

Check out the January 2025 Power BI update to learn about new features in Reporting, Modeling, and Data Connectivity.

Jan NL Carousel

Fabric Community Update - January 2025

Find out what's new and trending in the Fabric community.