Custom Visuals Development Discussion topics

Horizontal Conditional Formatting in a Matrix

mathmontibeler — Thu, 17 Sep 2026 15:49:14 GMT

Good afternoon, everyone!

I'm having some difficulty implementing conditional formatting (heat map style) horizontally in a Power BI matrix.

By default, Power BI seems to calculate the heat map by column, but I need to clearly highlight when a specific product's volume (number of opinions) is increasing or decreasing over time.

My matrix is structured as follows:

Rows: Product
Columns: Month/Year
Values: Number of Opinions

What I need is a horizontal heat map, meaning I want to compare each product's values across time.

In this scenario, I'd like the color intensity to be calculated within each row, so that it's easy to see whether the volume for a given product is trending upward or downward throughout the months. However, the standard conditional formatting appears to calculate the color scale across the entire column, comparing products against each other for a given month.

Is there a way to make the color scale be calculated per row (product) instead of per column (month)?

Thank you in advance for any suggestions!

Custom visuals - pdf export

analyst85 — Tue, 08 Sep 2026 09:18:08 GMT

Hello, we recently created custom visuals that we've made available in our organisational visuals section. The problem we have is that they do not appear when exporting published reports to pdf, is this because visuals are required to be certified by Microsoft?

We only want these visuals to be internal and not made available externally, and I understand that certification means publishing them to the Appsource and removing them from Organisational visuals, which wouldn't work for us.

Any advice would be appreciated.

Free flowing text/date options

janani80 — Thu, 27 Aug 2026 13:21:50 GMT

I want to build a dashboard where users can type department name and manager name manually and the table will populate all the colleagues falling under the manager in the mentioned department. I tried using power app dataverse but I dont have a dedicated environment. Is there any other option in Power BI desktop or Power BI app where I can create these textboxes and click enter will populate the required data?

What CRM Features Are Most Useful for Small Business Sales Management?

saleoid — Sat, 22 Aug 2026 12:34:57 GMT

Hi everyone,

I’m exploring different CRM solutions that can help small businesses manage their sales activities and customer relationships more efficiently.

As a business grows, managing leads, customer information, follow-ups, sales opportunities, and communication across different tools can become difficult. A CRM can help bring these activities into one centralized system.

I’m currently looking at Saleoid CRM and would like to learn from the community about the CRM features that provide the most value for small businesses.

Some key areas I’m interested in include:

Managing leads and customer contacts

Tracking sales opportunities and pipelines

Automating follow-ups and repetitive tasks

Keeping customer information organized

Monitoring sales activities and performance

Generating reports for better decision-making

Integrating CRM data with other business tools

For those using CRM software, which features have made the biggest difference in managing sales and customer relationships?

Are there any CRM integrations, automation workflows, or best practices you would recommend for a growing small business?

Ordering in Microsoft's Gantt Visual

NarekGrigoryan — Fri, 21 Aug 2026 17:01:28 GMT

I am building a gantt chart using Microsoft's gantt visual extension and I came accross the following issue.

I use both task and parent fields when building the visual and I needed to establish a cusom order of displaying the gantt bars. I achieved that by creating sorting columns and sorting the data in data view by those.

However when I publish the report into Power BI online services, the ordering breaks. I wonder if anyone had similar issue previously and if it was possible to solve it.

Thanks in advance

Best User-Friendly Horizontal Bar Graph Drill-Down Dashboard Methodology

reikerpg — Thu, 20 Aug 2026 23:12:54 GMT

How would I conceptually define the following in Power BI? Say I have two columns in a dataset. I would like to see a horizontal bar graph of number of rows sorted by the first column. When I click on a bar, I would like all the bar shapes to remain the same length; the bar I select should then act as if the legend parameter were the second column while greying out all the other bars. This should then revert back to a blank legend when I deselect a bar. I am open to other ideas if they work better.

Microsoft Sankey Visual: How can I prevent destination nodes being automatically reordered?

Silsil — Wed, 05 Aug 2026 15:40:04 GMT

Hi all,

I'm using the Microsoft Sankey visual in Power BI Desktop and would like to keep the node order consistent between the left and right sides of the chart.

My source data is structured as:

From To Value

Apples	Apples	45
Apples	Pears	7
Pears	Fig	26
Fig	Cherry	115
Cherry	Cherry	13

Intended category order:

Apple
Pear
Fig
Cherry

However, the Sankey visual automatically changes the order of the destination nodes presumably to reduce flow crossings.

I have already tried:

Creating a numeric sort column (1 = Severe, 2 = Moderate, 3 = Mild, 4 = Normal renal function)
Using Sort by Column on the destination field (To)
Creating a separate Category/SortOrder lookup table
Sorting both the source data and lookup table correctly
Disabling Auto links reorder in the visual settings

Power BI accepts the sort order without errors, but the Sankey visual continues to reorder the destination nodes.

Manually dragging is not ideal, as the freehand movement does not allow precision. My questions are:

Does the Microsoft Sankey visual support a fixed destination node order?
Is there a supported way to force the same category order on both sides of the Sankey

Any advice would be greatly appreciated.

Thanks!

Claendar - view of titles

UlaTomczyk — Fri, 31 Jul 2026 12:10:47 GMT

hello,

We are wondering as your lucky customer DPD Poland why you complicate view of calendar? it is completly not usefull in our opinion, please concider to replace it as pragmatic one or rather hide it in general. Trust me, it is stone in a shoe to read data and be well informed.

I'm staying at your disposal,

Urszula Tomczyk

OPS Dirtector

DPD Polska

Deneb/vega on power bi

Serizawa — Wed, 29 Jul 2026 11:21:34 GMT

Hello,

I am building a radar chart in Power BI using Deneb with Vega. The chart displays seven indicators:

Precarious work rate
AHT stability
AHT entry rate
AHT consumption
AJT entry rate
AJT consumption
Window consumption

I created a disconnected configuration table in DAX:

t_radar_Indicateurs =
DATATABLE(
"Indicateur", STRING,
"Ordre", INTEGER,
"Seuil", DOUBLE,
"Sens", STRING,
{
{"Taux de précaires", 1, 0.10, "MAX"},
{"Stab AHT", 2, 0.85, "MIN"},
{"Saisie AHT", 3, 0.92, "MIN"},
{"Consommation AHT", 4, 0.75, "MIN"},
{"Taux de saisie AJT", 5, 0.92, "MIN"},
{"Consommation AJT", 6, 0.90, "MIN"},
{"Tx consommation Fenêtres", 7, 0.92, "MIN"}
}
)

This table contains four columns:

Indicateur
Ordre
Seuil
Sens

The actual rate is returned by a separate measure using SELECTEDVALUE and SWITCH, depending on the selected indicator.

The Deneb dataset therefore receives fields such as:

Indicateur
Ordre
Sens
Taux
Objectifs

My Vega specification converts decimal percentage values such as 0.92 into 92, and keeps values already expressed as percentages.

The radial scale is defined as:

{
"name": "r",
"type": "linear",
"domain": [0, 100],
"range": [0, {"signal": "radius"}]
}

I currently have two main issues.

1. One indicator displays 176.7%

The “AHT entry rate” indicator is displayed as 176.7%.

In the Vega code, the displayed value comes directly from datum.TauxNum, so Vega does not seem to create this value by itself. It appears to be receiving either 1.767 or 176.7 from Power BI.

However, this indicator is supposed to represent a rate, and I am not sure whether this result is legitimate or caused by:

duplicate rows in the numerator;
the use of COUNT instead of DISTINCTCOUNT;
different filter contexts between numerator and denominator;
an incorrect relationship in the Power BI model;
a measure removing filters with ALL or REMOVEFILTERS.

Because the Vega radial domain stops at 100, the 176.7% point is also drawn outside the radar.

What would be the best way to diagnose whether the issue comes from the DAX measure, the model relationships, or the Vega percentage conversion?

2. Several radars show identical values for different entities

I display several radar charts for different operational entities. Some of them show exactly the same values even though the entities should have different results.

The entity filter uses:

't_pbi_dash'[entite_realisatrice]

The indicator configuration table is disconnected, which I understand is normal because it is only used to select the appropriate measure through SWITCH.

My concern is that one or more measures selected by the SWITCH may not preserve the entity filter context.

The measures used include:

_tx_precaire
_tx_stabiliteAHT_All
_tx_saisie_sur_AHT
_tx_pris_AHT
_tx_prises_sur_ajt
_Tx_fenêtres_prises

Could identical radars be caused by:

missing relationships between the business tables and the entity table;
inactive or incorrect relationships;
measures using columns from different entity tables;
ALL, REMOVEFILTERS or similar functions inside the measures;
the disconnected radar table;
the way Deneb groups the dataset?

What debugging measures or temporary table visual would you recommend to verify the filter context received by each measure for each entity?

I can provide the complete Vega specification and the DAX measures if needed.

How to detect drill mode

alexpokerface — Thu, 16 Jul 2026 09:50:48 GMT

Hi,

a quick question:

In the Power BI custom visuals API, is there any way to detect whether the visual is currently in drill mode (as opposed to normal selection mode)?

Thanks and kind regards,

Alex

Auto-select a slicer value based on another slicer's selection (button-style slicers)

AlonCarmel — Tue, 14 Jul 2026 10:35:48 GMT

Hi all,

I have two button-style slicers on my report page:

Year slicer: 2025 / 2026 (single-select)
Quarter slicer: Q1 / Q2 / Q3 / Q4 (single-select)

The Quarter slicer already cross-filters correctly based on the Year selection — for example, when I select 2026, only Q1 shows up as an available option (since that's the only quarter with data so far for 2026). When I select 2025, all four quarters (Q1–Q4) are available, as expected.

The problem: when a user switches the Year slicer to 2026, Q1 becomes the only available button, but it is not automatically selected/highlighted. The user still has to manually click Q1 every time they switch to 2026.

What I want: when Year = 2026 is selected, I want the Quarter slicer to automatically select Q1 by default — without requiring a manual click.

Box and Whisker visual

sfarooq3 — Mon, 06 Jul 2026 14:00:09 GMT

I want to display faculty metrics within each department (such as number of publications) using the box and whisker diagram. There is a search bar where I can search departments within the organization and the Box and Whisker by MAQ Software visual would update the box diagram. I would to further drill this down by searching and comparing faculty within a department. I cannot do this by simply adding a faculty name slicer as the box and whisker diagram would disappear when any one person is selected on the slicer. I want to compare different faculty members within the same deparmtment. Could this possibly be done using this visual, or is there another visual I can use in Power BI to make similar comparisons? Thanks!

Cannot Add Synoptic Panel by OKVIZ (Version 2.5.7.0)

Roya-Daemi — Tue, 30 Jun 2026 09:48:57 GMT

Hi everyone,

I'm trying to add the Synoptic Panel by OKVIZ visual in Power BI, but I get the following message:

The report already contains a copy of this visual version 2.5.7.0. Do you want to update this visual to version 2.5.7.0?

When I click Update, I get another error saying:

Something went wrong

and the visual is not added to the report.

What's confusing is that I get the same message even when I create a brand-new Power BI report. I can't find the visual anywhere in the report or in the Visualizations pane, so there doesn't seem to be anything I can remove and reinstall.

Has anyone experienced this issue before? Any suggestions on how to fix it?

Thanks in advance for your help

How to Keep X-axis showing all days (1–31) of current month when data only goes up to day 25?

ENF27 — Sun, 28 Jun 2026 07:14:02 GMT

Hi all,

My line chart shows daily customers for the current month, but data only loads up to the 25th. I want the X-axis to always show the full month (1–31), with the line simply ending at day 25.

My current workaround is including last month (M-1) to fill the axis, but I'd prefer not to depend on that.

Questions:

How can I force the X-axis to show all days of the current month even when the fact table has no rows for the remaining days?
Should the axis use my Calendar table instead of the fact table's date column?
How do I keep the line from dropping to zero on empty days so it just ends at day 25?

Thanks!

How to create a Stacked Column Chart with a growth indicator (% bracket between bars)?

ENF27 — Sun, 28 Jun 2026 07:02:35 GMT

Hi everyone,

I'm trying to build a stacked column chart in Power BI that compares two periods, with a growth indicator shown as a bracket and percentage label connecting the tops of the two bars (see attached example).

The chart has these elements:

Two stacked columns, each split into segments (e.g. 37.0 + 110 = 185.0, and 39.1 + 113 = 189.5)
Data labels inside each segment
Total value displayed above each column
A bracket with a percentage (x.x%) spanning the two columns to show the period-over-period growth

My questions:

Is it possible to create this growth-indicator bracket using the native Power BI stacked column chart, for example with analytics lines, error bars, or a measure-driven label?
If native isn't possible, which custom visual is recommended for this style? I've seen mentions of Zebra BI and Inforiver — do these support the bracket + variance label out of the box.

Gantt 3.0.12.0 showing 24-hour format in x-axis

PaulLundgren — Mon, 22 Jun 2026 18:04:36 GMT

Hello,

I'm using Gantt 3.0.12.0 by Microsoft for the first time. I'm using it to format call center data to show how long an agent spends on each of their calls throughout the day. While the date/time source data is in 12-hour AM/PM format, the legend for the x-axis at the top of the chart shows it in 24-hour format. I've searched high and low for a setting in the chart's properties, to no avail. Likewise, the indivual start and end time fields are set to standard 12-hour format. Help would be appreciated.

Thanks.

Conditional formatting for matrix column headers based on closed month

RAYAN123 — Thu, 18 Jun 2026 07:52:20 GMT

Hi all,

I am working with a Power BI matrix where I have months (January–December) displayed as column headers, as shown in the screenshot. no value will display, only the column

Kindly ask for below request solution

Dynamically change the background color of the column headers
If a month is financially closed → show green
If a month is still open → show grey

I have a DAX in my model (e.g., a measure or flag indicating whether a month is closed):

Closed Month Flag =

IF(

SELECTEDVALUE('Time'[IsClosedMonth]) = TRUE(),

)

so the challenge is only related to applying the formatting to the headers.

Thanks for support!

Problème de visualisation

dimitripali — Wed, 17 Jun 2026 08:28:04 GMT

Bonjour à tous. Je travaille sur un projet où j'ai construit 2 matrices liés à une table conc. Dans cette table il y a une colonne Exo ( Voici les valeurs : FY22, HY23, FY26) liées à 2 slicers qui me permettent de filtrer les 2 matrices ( M1 et M2) chacune individuellement. Il y a des mesures crées dont Prov, sic , ric , rac dans chaque matrice et les données sont pareilles. Je veux pouvoir faire la différence entre les variables des diverses matrices selon chaque élément du slicer de telle sorte qu'en choisissant des éléments différents selon chaque slicer , j'ai la variation de la mesure. Mais bon jusqu'alors, qd je choisis FY22 et FY22 j'ai les variations, pareil pour HY23 et HY23 , pareil pour FY26 et FY26 mais qd les éléments sont différents par exemple FY26 vs FY22 , les données disparaissent du visuel. Comment faire? Ça fait un lustre que j'y réfléchis

fetch external link

smpa01 — Thu, 28 May 2026 23:51:21 GMT

dm-p I could not fetch while developing this , I had to locally bundle the json, I was wondeing is there a workaround to fetch external link ?

const TOPO_URL = 'https://cdn.jsdelivr.net/npm/world-atlas@2/countries-110m.json'; const world = await fetch(TOPO_URL).then(r => r.json());

Thank you in advance.

PBIGenie Hammerhead Variance Bar – Actual vs Budget Layout in Power BI

PBIGenie — Thu, 21 May 2026 23:53:08 GMT

I’ve been experimenting with a cleaner way to show Actual vs Budget in Power BI, using a custom visual style I’m developing called the PBIGenie Hammerhead Variance Bar.

The idea was to modernise the classic horizontal bar layout by improving:

readability
spacing
variance clarity
positive/negative cues

No DAX tricks — just a focus on visual interpretation.

I’ve attached a before/after example to show the difference in layout and clarity. Happy to hear any thoughts or suggestions from the community.