Power BI CARD with STATES by OKViz Deep Dive - Learn 3 Ways To Set Up This Great Card Visual

In this video, I'll take you step-by-step through setting up the Card with States by OKViz in 3 different modes.
The OKViz card with states is a fantastic bit of work by the OKViz team. It's a custom visual mash-up of 3 standard Power BI visuals. It combines features from a Card Visual and the ability to display a trend, target and variance, like a KPI Visual. Finally, it also lets you automatically create multiple cards for a range of category values or measures, all in a single visual.
The 3 modes explain how to set up and configure are:
1. A card with a single display value, including a trend line, target value and variance from the target.
2. Create a trellised effect by automatically generating cards for multiple category values. In this example, the measure is Schedule Compliance, split by each site in a company.
3. This is another trellised effect but this time a card is created for each measure that is added to the visual. The example I cover is adding multiple maintenance management KPIs to create a mini scorecard using a single visual!
💡Top Tip: It's a longer video so try using a faster playback speed to get through it quicker and speed up your learning!
----------------------------------
⏩ Video Navigation
----------------------------------
00:00 - Introduction
01:00 - Downloading and register the Custom Visual
--- Part 2 - Single Card Visual
02:10 - Configuring a Single Card Visual
04:20 - Adding and Configuring a Trend
07:40 - Setting up Targets Option 1 - Hard Coded Targets
10:00 - Configure the Category Label
11:04 - Setting up Targets Option 2 - Using a Measure
11:53 - Add Target Vs Value Difference Value
12:58 - Adding Custom Text to the Category Label
13:42 - Conditional formatting for a single target value
14:46 - Adding multiple targets using measures
16:55 - States messages - Why it doesn't seem to work
19:32 - Summary of single card visual configuration
--- Part 2 - Multiple Cards - Using Category Values
20:18 - Set up for multiple category values
22:09 - Category value label and card visual config
24:31 - Remove high, low, first last highlight from the trend line
25:11 - Adding conditional formatting rules
27:30 - Add a value vs target status message
30:15 - Use custom text in the data label to add target text
--- Part 3 - Multiple Cards - Using Multiple Measures
30:50 - Setting up the card with multiple measures
31:35 - Adding targets for each measure
32:15 - Display the measure name for each card
33:29 - Display target and measure name workaround
35:00 - Conditional formatting discussion
38:15 - Video Summary
-----------------------------------------------------
🎓 Power BI Dashboard Training
-----------------------------------------------------
👉FREE Power BI Quick Start Course - Learn how to create your first dashboard in around 90 minutes!
effectivedashboards.com/power...
👉 Power BI Quick Start PLUS - Learn how to craft KPI management dashboards that really do help you, your boss, and your peers make better decisions!
effectivedashboards.com/power...
-------------------------
📁 Resources
-------------------------
👉Access to the source PBIX files for this KZbin video:
effectivedashboards.com/cours...
👉Article series on creating a maintenance management system data model and how to address the human factors of data collection for improved data quality. (This is not just relevant to maintenance and reliability data).
effectivedashboards.com/data-...

[@clementbogaert556]

Thank you, great content!

[@user-ji8bk2np5w]

Excellent video with clear explanations. Did you work out how to sort the order of multiple cards using 'manual'? Sorting on Title or Values does not suit my application.

[@rittallimited3676]

How do you sort the order of multiple cards?

[@emhych5498]

The only issue i have with this visual, is if your measure is a percentage data type, and you want to trend this measure over a date in the trendline axis, it’s impossible to get the overall percentage for the week…

[@nikahafiz1]

i read the power bi community tht the number formatting hs bn buggy b4. i'm currently having isu wth currency formatting.