Forum Discussion
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
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
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:
The pbix file is attached.
If you have any other questions please feel free to contact me.
Best Regards,
Yang
Community Support TeamIf 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!
