Power BI - Gauge card and KPI

Hello, friends and welcome

In this segment of the video, I'm going to show you how to create Gage, card and KPI visualization

in Power BI desktop. Now if I move on to my next slide, in this slide you can easily understand what is the revenue

so far, what is the target revenue and what is the maximum revenue that you can achieve

out here. So in this segment you can easily visualize that it is showing me revenue achieved versus the

target revenue out here. So you can make a proper business decision and we can see what is the lack that we are carrying so far

So this particular region is showing me what is the lag which needs to be achieved

And how to get this kind of visualization, you simply have to use the gauge visualization, which will give me a report like this

All right? Moving on with the next one is the card visualization. Now my card visualization is simply a numeric representation of the fields

Generally the most common usage of this is to keep the number short for an example out here it is 5 billion

You can make it either 5 billion or you can type as 5 followed along with 9 zeros

So it is completely up to you that what kind of representation that you want to show in this card visualization

Another thing that I'd like to add in this card visualization is that we can concatenate it with certain kind of text

Alright, now as you can see the progress till date and a number following along with it

So basically what we have to do out here is we have to create a DAX expression in such a way that I will concatenate with certain text and following along with some DAX expression in such a way that it gives me a result like this following along with a text and a number associated with it

So this was about card visualization and the third one is my KPI indicator

So what it says sometimes when building reports, you may have to track just one single key performance indicator

Now out here you can see whenever you have the target column ready with you, you can see what has the goal achieved so far and what is the lag behind

So it automatically, the KPI visualization will automatically judge your or it will yze the data that you have given and then give me a visualization like this out here

here so let's go ahead and see how to create all this visualization in our

practical approach hello friends and welcome in this video we are going to see

the gauge card and the KPI projection in Power BI alright so let's quickly

get started off now as you can see there is no projection on my screen I have

created a new page out here in which we'll be getting the gauge card and the

KPI projection all right let quickly start with the gauge projection in In order to create the gauge projection we have to go under the visualization pane and under that I will simply click on this gauge projection

The moment I click on it, I get an empty projection right in front of my screen

I will go ahead and add some data to it. In order to add the data, I will refer to the sales fact table

And under the sales fact table, I will select this revenue and drag it to the gauge projection

The moment I get dragged it to the gauge projection you can see it is showing you a figure that a 4.91 billion revenue has been generated so far now by default it is taking zero as the starting point and 10 billion as the maximum point

So generally how this is defined generally it always start with a zero marking and it takes a projection which is double the revenue size or whatever your sales must be

or units must be so whatever amount it is there it generally occupies the double

of it and give it as maximum alright so this is what about the basic projection of

gauge now let's go ahead and add some formatting to it now in order to add a

format I have to go under this format pane in which you can see there are

bunch of options now these are the option that we have been seeing out for the

rest of our previous projection now the unique curve option that we see out here is my gauge axis which is not seen in the previous

projection so if I click on this drop-down menu you can see I out here I can

either set a minimum a maximum and a target now let's take for an example

for this particular gauge projection I want the minimum marking to be as 2 billion

and a maximum marking of well let's say 8 billion all right and also we are

going to set a target that means that if you are a projection

thing that your sales employee would should generate a minimum sales of let's say

seven billion so we will get a indicator out here in such a way that it should

read at least the indicator to fetch the target amount all right guys so

let's quickly go ahead and add the minimum access so my minimum should be two

billion so it would be two followed along with nine zeros all right the moment

you click on the the moment you type two billion you can see the projection out here has changed to 2 billion maximum as I have told you that it should be 8 billion

so 8 follow along with 9 zeros all right as you can see out here the maximum

projection is for 8 billion and I set a target of let's say 6 billion all right so

if I say if I set a target of 6 billion you can see that is a marker or an indicator

that means it should I should reach a minimum target of 6 billion and as we can

see from this projection there is still a gap left out here So this is how you can create a gauge projection for you depending on what should the minimum what should the maximum and what should be the target out here so this is what a whole about the gauge projection you can do much more other

things using this particular format pains and changing the color of it changing

the size of it changing the axis changing the lock aspect the background

color the title depending on what you want let's say if I want the title

add to be a center so I'll get the title at center right I'll just increase the font of it so let's make it little much

more bigger all right so it is revenue so far all right so this is how you can

create a gauge expression or a great gauge projection now let me quickly

move on to the card projection and see how it works so next to gauge

projection I have this card projection I will simply click on this now this is a

card an empty card out here so what we will be do we have already taken the

revenue this time I'll take the unit section and bracket here so basically a card is showing me that how many units that that

does sold so far that is 11 million units has been sold so far and it is

showing me into a card that's it nothing more about this particular

projection but what we can do out here is we can create a calculated column and

get the projection and get the design text on that projection and how it is

done let me show it to it quickly I will go under the home tab and first I will

create a new column that is a calculated column all right and this calculated

column will talk about the progress right which will be equals to the I would

like to get some text along with it so let's say progress so far all right I

say progress so far or till date progress till date which sounds good so right

so progress till date will close the double-intred commas use an ampers

get a hyphen in between all right using the double codes and and I'd like to get the sum of the sum of let's say the total units all right so from the units

sales fact table it will pick the units and it'll give me some of all the sales that they have sold so far and the moment I hit enter

you can see it's working on it and it has created a new column all together that is my progress card the progress column all right now what we'll be doing out

here I will take a card projection drop it here okay I have the card projection

and the moment I drop this progress in this card see what happens so it is giving

me that so far what is the progress till date and it is showing me the sum of all

the units to be units that has sold so far so isn't that great guys so this is the

first progress and this is the text that we have given in our formula itself

and it is showing me the number of units that has been sold that is the sum of units so this is how you can express the proper projection depending on what is the unit that you like to display using a dax expression under the new column all right so you can create a new dax expression

let's say you would like to calculate the average what should be the target what should be the maximum right and you can create a card for the same as well okay so this was all about the card

projection using a simple card projection and using a DAX formula or that is a DAX

expression all right so now we will quickly move on to the KPI projection now

under the KPI projection we have to go to this particular section which says

KPI and this is giving you an a projection an empty KPI projection what we

have to do out here we have to fill this indicators and the trend access all

right so what we will be doing out here is I'll go to the sales fact and let's say I will first drag the number of years out here in the indicators

and I will be getting the number of let's take units and I'll drag it to this particular section

now the moment I will close this I will close this as well and I'll get the

so let's start with the KPI projection in order to get the KPI projection I will simply

select this particular projection KPI projection I I get a blank screen or a blank projection out here

Now out here I have to fill this indicator and the trend axis and if you have a target

goals we can fill in this as well. Now quickly we will go ahead and give the indicator that it should give me the number of

units, the number of units that has been sold so far along the number of years

So the moment I drop these two features out here you can see there is a at the

behind of this particular KPI gauge you can see there is been in increase in the sales for the starting period of the years but there has been a drop

which can be seen out here and there's a significant drop out here which can be seen in the

KPI projection now these all projection are very useful in the automotive sectors

where they generally use the KPI projection and the waterfall projection now this

becomes much more an easy job out here which shows me that what is the number of

units sold so far and it is also showing me the range

the range that how the unit has been behaving or how it has been selling so far as you can see there is a trend in the beginning and there's a drop out here as well so this is what it's all about about the KPI projection in power BI

hopefully you guys I like this video where we have learned how to create the gauge card the normal card the gauge projection the card projection and the KPI projection using the visualization pane

all right guys this was all for this video see you until next time