The Status is a visual indicator of how you refer to the value of a KPI when compared with the Goal. In our example, the Goal of Margin % is the overall margin percentage. In our example, we transform the Margin % measure into a KPI.Ī KPI has additional properties: Goal, Status, and Trend. In the Power BI user interface, the measure is shown as a KPI, no longer as a measure. You can still use and reference the measure in your code. The measure itself becomes the value of the KPI.
When you create a KPI in Tabular, you replace a measure with the KPI. In a Tabular model, a KPI is defined by properties that you need to understand beforehand.įirst, a KPI is always based on a measure. Using KPIs in the Tabular model, you can create a KPI on top of the Margin % measure so that the KPI definition can be used by Excel and Power BI and retain the same properties over all the visuals. Moreover, whatever you did with Power BI and conditional formatting had to be repeated for Excel. Up to July 2020, you had to do some acrobatics with conditional formatting and measures to produce a report like this. On the other hand, the trend for Cameras and camcorders is negative despite the indicator always being green.īecause the KPIs are defined in the data model, you can also create a similar report using Analyze in Excel after you publish the report to Power BI Service (This is the perfect scenario for a KPI. For example, the margin might be red but Contoso can evaluate which action to take depending on whether it is improving or not over time.įrom the report, you can easily tell that Home Appliances in 2008 is yellow, but it is improving over the previous year. Moreover, Contoso wants to analyze the trend of Margin % compared with the previous year. Therefore, a category with a Margin % less than 51% is considered bad (red), over 55% is considered good (green), in between 51% and 55% is considered average (yellow). The yardstick is the overall margin, which is the Margin % over time and products with a tolerance of 2%. Say Contoso needs to analyze the Margin % of its products. Let us see the feature with a practical – though fictitious – example. A more detailed description of the available KPI graphics and the corresponding state values is the topic for an upcoming article.
#UPDATE POWER BI DESKTOP HOW TO#
This introductive article shows you how to create and consume KPIs in Power BI Desktop. The KPI feature was previously available only in Tabular models created in Analysis Services or Power BI Premium. With a tool like Tabular Editor, you can create a KPI directly in Power BI Desktop so that it can be used in any Power BI report and also by using the Analyze in Excel feature. Starting from the July 2020 version, Power BI Desktop offers the possibility of using external tools to modify its internal Tabular model.
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