Microsoft Default KPI Visual

[KF2003]

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 defaulting to showing one partnership when there are no filters selected

[v-echaithra]

Hi @KF2003 ,

May I ask if you have resolved this issue? Please let us know if you have any further issues, we are happy to help.

Thank you.

[v-echaithra]

Hi @KF2003 ,

Just following up to see if the Response provided by community members were helpful in addressing the issue. if the issue still persists Feel free to reach out if you need any further clarification or assistance.

Best regards,
Chaithra E.

[anilgavhane]

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

[ANVS]

Hi @KF2003 

Below is the DAx measure you can use to work as expected using ISFILTERED().

Total Actual =
IF(
ISFILTERED(table_name[PartnershipName]),
SUM(table_name[Amount]),
CALCULATE(SUM(table_name[Amount]), ALL(table_name))
)

😊 If this post helped you, feel free to give it some Kudos! 👍
✅ And if it answered your question, please mark it as the accepted solution.

[MasonMA]

Hi, 

You would need use ISFILTERED() to check if slicer is applied. If applied the KPI should show the overall team total/goal, this way the KPI measure detect the filter context and return the correct total with ALL() when needed.

I assume it'd be a measure like this, 

measure =
IF(
ISFILTERED('table'[Partnership]),
SUM('table'[Amount]),
CALCULATE(SUM('table'[Amount]), ALL('table'[Partnership]))
)

[KF2003]

Hey, Im like crazy new to Power BI, I've been teaching myself by converting an excel dashboard to Power BI. 

This is how I it set up.

[MasonMA]

No worries you will get there step by step~

If i'm using a very simple flat table like this below, create one Measure as in previous message. 

for the setup i'd suggest using the Measure for 'Value', Time for Trend.

[KF2003]

I did the measure and set it as the value, I dont have a time date for the trend, this sheet is sent out each month for the current month. So its set up like Payment Number | Amount | Goal Amount| Specialist Combo

[MasonMA · Accepted solution]

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 )