Forum Discussion
Scorecard Creation
HI all
Im relatively new to PBI and am trying to recreate a scorecard that soneone has built in excel. They dont want the format changing. Ive tried to find the right visual as they also want to be able to drill down., but unfortunately am struggling to find one suitable. Can anyone please come up with a suggestion/s. The xxxx are where the figures should be and they are a mixture of text and values , and I also need to colour co-ordinate some of them based on previous months balance. So if greater than previous month then 'RED' and if less than then 'GREEN' etc. Hope this makes sense.
Ive attached the scorecard
Hopefully someone can help even if to say its not possible to recreate it.
Thank you
Many thanks and regards
Karen
Hi KarenFingerhut ,
Glad to know that you've nailed it.
Please kindly mark the helpful suggestion as solution to help others find it more quickly. thanks!
8 Replies
Your user is going to have to make a decision, no format changes and stick with Excel or accept some format changes and get drilldown.
Hi Greg
Thanks for getting back to me so promptly.
So basically he'll have to change the format i.e. put it in a table or matrix? If he decides no drilldown is necesasry can you please advise me on the best visual for this. Or isnt there one that can do it
Mnay thanks and regards
Karen
Hi KarenFingerhut ,
If no drilldown is nessary, I think both table/Matrix works fine. you can refer to below post to set the confitional formatting:
