KPIs

KPIs

Working with KPIs in Power BI

When to use

KPIs are great for showing you the most recent period’s performance versus a target value, with a longer-term trend as an area chart in the background

Instructions

Creating a KPI:

• Click the KPI Visual
• Add the measure you want to focus on to the Indicator field
• Add a field to the Trend axis (calendar-based fields are ideal)
• Optionally, add a field to the Target goals to compare against your indicator

Understanding a KPI:

• The Indicator always shows its value based on your Indicator measure in the context of the most recent value in the Trend Axis
• The Goal always shows its value based on your Target measure in the context of the most recent value in the Trend Axis
• The color coding is chosen based on the difference between the Indicator and Target values. So long as this difference is positive, the KPI will show in green (by default)
• It is possible to see a KPI show green, even though the Indicator has decreased over the prior month as the spread between the Indicator and Target could still be positive

Hints & tips

Common modifications for a KPI

• Provide a custom title for the KPI
• Change the number format of the Indicators (Note that setting a custom format affects both the indicator and the target)
• Modify the KPI color coding settings