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KF2003's avatar
KF2003
New Member
9 months ago
Solved

Microsoft Default KPI Visual

Hey, Im trying to make a dashboard to track totals for my team. I want to use the native KPI Visual but Id like it to show the teams total and then the goal when nothing is selected. Right now its de...
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Need Help
  • MasonMA's avatar
    MasonMA
    9 months ago

    Native KPI visual in Power BI is meant for time-based performance tracking. Since your report is for the current month only, you don’t need the KPI visual. I'd suggest using the Card (New) viusal instead:

     

    Set “Value” to Amount and set “Reference label” to Goal Amount
    It will automatically show the team total when nothing’s selected and each partnership’s total when filtered, all power bi implicit measure and no DAX or trend axis needed. 

     

    Change the names and format the card to make it perfect. (here is a tutorial from Guy in a cube showing how to format this visual, https://www.youtube.com/watch?v=aPrh4sK8CX4&t=196s ) 

     

anilgavhane's avatar
anilgavhane
Super User
9 months ago

 

To make the Microsoft default KPI visual show your team's total and goal when no filters are selected, you’ll need to adjust your data model and visual setup to ensure it aggregates correctly. Here's how to approach it:

 

Fixing KPI Visual Defaults in Power BI

1. Check Your Data Model

  • Ensure your dataset includes a team-level total and goal value.
  • If your data is partitioned by partnerships, create a measure that aggregates across all partnerships:

     

    TeamTotal = SUM('YourTable'[Value]) TeamGoal = SUM('YourTable'[Goal])

     

    2. Use Measures in KPI Visual

    • In the KPI visual:
      • Indicator: Use TeamTotal
      • Target goal: Use TeamGoal
      • Trend axis: Optional, but can be a date or time field

        3. Handle Filter Context

         

        • If the visual defaults to a single partnership, it’s likely due to a slicer or implicit filter.
        • Create a measure that ignores filters using ALL():

           

           

           

          TeamTotal_All = CALCULATE(SUM('YourTable'[Value]), ALL('YourTable'[Partnership])) TeamGoal_All = CALCULATE(SUM('YourTable'[Goal]), ALL('YourTable'[Partnership]))

          • Use these in the KPI visual to ensure it shows the full team view when no filters are applied.

            4. Add a Default State

            • Consider using a bookmark or default slicer selection to reset filters.
            • You can also add a card visual to show totals independently of slicers.

KF2003