Creating KPI In Power BI Desktop

[@gordonparmenter212]

great video, clearly explained. I had been working on 12 KPI's across the company, with 50 + measures. This video not only introduced KPI option but Tabular Editor as well. I feel my Power BI is so much better organised now and replaced conditional formatting I had been using previously. thanks

[@Anthony_Lecoq]

Thank you Alberto, each of your video are really a mine of gold.

[@jorgeeduardomoltenimoreno3048]

Nice tip for the ones that recently installed the tabular editor, thanks

[@dbszepesi]

Wait, wait, wait.....we can do this now???? *WOW*! Thanks for always teaching, I'm always trying to keep up :)

[@fr1sket363]

This is great, only starting to explore Tabular editor, mainly calculation group, i did not know about this until just now. Thanks!

[@sachin.tandon]

Very useful Alberto! Great introduction!

[@Angelo1969s]

Davvero molto chiaro e tutto utile! Grazie 🙏🏼

[@sue_bayes]

Amazing and so simple using Tabular Editor. Love it.

[@chavelooo33]

Thanks for the video and the article.

[@chrisdang7378]

Amazing video. Thank you!

[@1sefirot9]

Cool, was always curious about these KPIs but could not push myself to search for a good resource. In the Status expression, the MarginGoal variable is assigned to [_Margin % Goal], but I did not see in the video anywhere this measure was defined. Is it some internal representation of the KPI Target expression (and it automatically adds an underscore prefix to show that), or is it just a measure somewhere in the other tables and was just not visible in the video ?

[@SQLBI]

Once you add the KPIs to the model, certain measures are automatically created by the model. Check the sample file you can download in the article.

[@Santisanguibruck]

Gracias Alberto, excelente información!

[@hernanmendez8176]

Muchas gracias Alberto!! gracias muy bueno, una pregunta cuando trato de seleccionar el tabular edition me aparece inhabilitada como hago para habilitarla...

[@samaguire1]

Great Video! Thanks for sharing.

[@ExcelandPowerBISinhalen]

First view from Kasun Manchanayake

[@sonetmollick4630]

who are the those three guys disliked this informative videos?

[@getusama]

How do you reference Value, Goal, Status, Trend from within Power BI when creating a new measure?

[@SQLBI]

Add a "_" prefix and the name of the KPI at the end of the measure name after a space. For example: [Margin %] has [_Margin % Goal] and [_Margin % Status]

[@getusama]

​@@SQLBI I am trying to create a measure where the trend icon will not show for certain rows. In order to do that I am creating a new measure but I cannot seem to reference the trend measure KPI like the way suggested above. I can reference GOAL and STATUS (cannot reference VALUE) from within Tabular Editor but not from within PowerBI. I am trying to write something like if VALUE is >0 N then Do Not Show TREND. Although I have not managed to alter the TREND expression to achieve this it would be very useful to know how (if possible) you can do this from Power BI.

[@mikar636]

Thank you for sharing your knowledge!!

[@davidadejumo5057]

Powerful Video!!!

[@Kmsbi]

Thank you for sharing. It's really very useful video.

[@rafaelbarbosa169]

Nice tip!!!!

[@pawewrona9749]

Hello Alberto, thank you for another great video. I have a question regarding your switch statement, where you calculate trend. If you put your condition from IF, and you put it directly in SWITCH (instead of TRUE), will it change anything?

[@SuperAzizx]

hi your doing awesome job like it

[@robertbarkovicz800]

As always, great content! Is there any chance to get the KPI's into display folders? Tabular does show it in the display folder hierarchy, but PBI ignores the display folder settings when measure is turned into a KPI.

[@SQLBI]

No - you should ask Microsoft, write on ideas.powerbi.com

[@nikhil1888]

Thanks for sharing such an informative video Alberto. I have one measure that do not have any goal value, just percent change from last year. And I want to show green upward or red downward arrow based on change. I want to show all this in card not in a matrix or table. Can we do this in some way?

[@SQLBI]

You can use the certified custom visual "Card with States by OKVIZ" to do that. Using the KPI feature of the model would not simplify that kind of visualization.

[@nikhil1888]

@@SQLBI Okay. I will surely try that. Thanks Alberto.

[@VoiceOfSpeed177]

Can you explain what is the column you have used for the MarginGoal Variable? Is that a calculated measure? If yes please share the logic

[@JoelShafron]

Thanks for this, very informative. How would this change if I wanted to measure against both the % and $. As an example, only show green if the margin was both 2% and $100,000 greater?

[@SQLBI]

The KPI is tied to a measure. That said, the logic you embed can use any other measure. You might also create a specific measure with the only purpose to serve as a KPI, and the expression there evaluate the value of many other measures combined.

[@RaymondFratto]

Grazie, Alberto

[@yeeren8970]

great video!!!!! one more question, if the target is different for each category, for example, cell phone is 60% and computer is 50%, is there a way to use tabular editor to create KPI?

[@SQLBI]

Yes, you can reference a measure in the target expression.

[@yeeren8970]

@@SQLBII'll give it a try. thank you!

[@balrajsanthosh1942]

Wonderful Alberto, felt more confident after watching this video, but wanted to know how to add "tabular editor" as a external tool in power bi, please help, will be waiting

[@SQLBI]

Just install Tabular Editor and it will appear in the External Tool in Power BI.

[@balrajsanthosh1942]

@@SQLBI thks a lot Alberto and yes its done

[@premcst]

Nice one .. Alberto !! , will it work in calculation group ?? if so can we apply it to only for selected calculated measure ??

[@SQLBI]

The issue with calculation groups is that they affect *all* the measures, including those automatically created for the KPIs. Therefore, you have to evaluate whether the calculation group is "compatible" with the DAX formulas in the KPI expressions. Depending on the model and the expressions you have, it might work or not.

[@heniekheniek1781]

Great video - I was doing all this manually! A question - is a KPI limited to 3 statuses? What if I want 5 statuses? Also I am wondering how the code knows how to bind status measure result (-1/0+1) with graphical representation? Is it always looking for max, min and other? Will it always return green traffic ligt/arrow up for MAX status?

[@SQLBI]

This second video has all the details you are looking for: kzbin.info/www/bejne/i6mQlXp6q61jnKc

[@alvarorodriguezlasso]

Awesome

[@papachoudhary5482]

Thanks

[@danielsiffredi8403]

This is excellent ! amazing and "easy" to use. Now I have a question, how can I leverage Status from another measure? I want to call the status from a slicer using a measure . Leveraging something like switch(true(), values (slicer) = "sales this year" , [_Sales this year Goal])

[@SQLBI]

You can read the value from a slicer like you described. However, the KPI is always related to a measure, so it is up to you to create a model that is meaningful to the end user. The risk is to create a confusing semantic of KPIs and measures.

[@riazahmedshaik]

Love it

[@robstover2977]

can you use custom visuals for the status symbols?

[@SQLBI]

You have a limited set of choices in a property of the KPI. We will publish a second article in a few weeks with a more detailed description of the available choices in Power BI and Excel (some of the values have different representations in the two tools).

[@Bharath_PBI]

Nice, just wanted to check if it can replicate a spark line feature like in Excel .. will give a try. Thanks always for the great content.

[@SQLBI]

You can display a sparkline in a table by displaying it as embedded HTML content. See this discussion with links to useful examples: community.powerbi.com/t5/Desktop/Sparkline-and-Bullet-Chart-in-a-table/td-p/649816

[@Bharath_PBI]

@@SQLBI Yes, this helps. Thank you 😊

[@bytesandbudgets]

all in all this is a good tutorial but it also shows clearly, where PowerBI has massive problems (like nearly all Microsoft tools): User Experience. Why do I need to install an extension if I want to do a simple calculation. This should be doable easily in the tool without additional installs. This is rather PowerlessBI than anything else.

[@engvictorfarias]

🙏🏻😍😍

[@RonaldPostelmans]

nice

[@JULIANCAMILOGALLEGORAMIREZ]

Everything is green light for me. Can anyone help me?

[@MercyFromOverwatch2]

What’s your favourite vape flavour lol