chart options

[swathrddy]

Hi,

request to help me develop a chart for the data:

Kind Regards!!

[Anonymous · Accepted solution]

Hi @swathrddy ,

I’d like to acknowledge the valuable input provided by the @amitchandak  and @Shravan133 . Their initial ideas were instrumental in guiding my approach. However, I noticed that further details were needed to fully understand the issue. 

You can create two calculated columns that convert the Actual and Target fields from text to numbers.

Num_Actual =
SWITCH('Table'[KPI Actual],
"Yes",1,
"No",0)

Num_Target =
SWITCH('Table'[Target],
"Yes",1,
"No",0)

Then put it into a suitable visual object. For example line charts, KPIs.

A visualization is an image created from data. Visualizations are also called "visuals." Some examples of visuals are: pie chart, line chart, map, and KPI. This article lists visualizations available in Power BI.

Visualization types in Power BI - Power BI | Microsoft Learn

This article provides a quick introduction to creating a visualization in a report.

Add visualizations to a Power BI report (part 1) - Power BI | Microsoft Learn

If your Current Period does not refer to this, please clarify in a follow-up reply.

Best Regards,

Clara Gong

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

[Shravan133]

When choosing a visual for displaying Key Performance Indicators (KPIs) in Power BI, it's important to select one that clearly conveys performance against targets or benchmarks. Here are some commonly used visuals for KPIs:

1. KPI Visual

• Description: The KPI visual is designed specifically for KPI reporting. It displays a single value along with a trend and a target value.
• Usage: Ideal for showing performance against a target or goal. It displays actual values, target values, and trends, making it straightforward to see if you are meeting, exceeding, or falling short of your goals.
• Features: Includes a large indicator value, a trend line (if applicable), and a color-coded indicator for performance status (e.g., green for on target, red for below target).

2. Card Visual

• Description: A Card visual shows a single data point prominently, often used for displaying a KPI metric such as total sales, revenue, or number of new customers.
• Usage: Best for highlighting individual metrics. For example, total sales for the month or current customer count.
• Features: Simple, large text display of a single number. You can also use multiple cards to show different KPIs.

3. Gauge Visual

• Description: The Gauge visual is used to display performance against a target in a circular or semi-circular format.
• Usage: Useful for showing how close you are to achieving a goal. For example, percentage of a sales target achieved.
• Features: Shows actual value, target value, and can be color-coded to indicate performance levels.

4. Donut Chart

• Description: A Donut chart can be used to show performance percentages against a goal.
• Usage: Useful for visualizing the proportion of progress towards a target in a more aesthetically pleasing format.
• Features: Displays data in segments, often with labels showing the percentage of completion.

5. Column or Bar Chart

• Description: Column or Bar charts can show performance metrics over time or against various categories.
• Usage: Useful for comparing performance across different time periods or categories. You can add target lines or reference lines to indicate goals.
• Features: Can include multiple series for comparison, and add target lines to show where you need to be.

6. Line Chart

• Description: Line charts show trends over time and can include target lines for comparison.
• Usage: Good for showing how a KPI changes over time, with the ability to compare against a target line.
• Features: Displays trends with the ability to overlay target lines.

7. Matrix Visual

• Description: A Matrix visual can show detailed data in a table format, which can be useful for KPIs that require detailed breakdowns.
• Usage: Useful when KPIs need to be displayed along with additional data, such as monthly or regional performance.
• Features: Allows for row and column hierarchies, and you can use conditional formatting to highlight KPI results.

Choosing the Right Visual

• Simplicity: For straightforward KPIs with one primary metric, the KPI or Card visual is often the most effective.
• Trend Analysis: If you need to show trends or comparisons over time, consider using Line charts or Column charts.
• Proportional Data: For showing progress towards a goal, a Gauge or Donut chart might be more visually appealing.

When selecting a visual, consider the context of the KPI and the audience who will be viewing it. The goal is to make the KPI clear and easily interpretable at a glance.

[amitchandak]

@swathrddy , Matrix visual, and Treemap can help.