Create key performance indicator (KPI) visualizations
Smart narrative visuals can be created and viewed in both Power BI Desktop and the Power BI service. The steps and illustrations in this article are from Power BI Desktop.
A Key Performance Indicator (KPI) is a visual cue that communicates the amount of progress made toward a measurable goal. For more about KPIs, see Key Performance Indicators (KPIs) in PowerPivot.
When to use a KPI
KPIs are a great choice:
To measure progress. Answers the question, "What am I ahead or behind on?"
To measure distance to a goal. Answers the question, "How far ahead or behind am I?"
A designer bases a KPI visual on a specific measure. The intention of the KPI is to help you evaluate the current value and status of a metric against a defined target. A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal.
A KPI dataset needs to contain goal values for a KPI. If your dataset doesn't contain goal values, you can create them by adding an Excel sheet with goals to your data model or PBIX file.
This tutorial uses the Retail Analysis sample PBIX file.
From the upper left section of the menubar, select File > Open
Find your copy of the Retail Analysis sample PBIX file
Open the Retail Analysis sample PBIX file in report view.
Select + to add a new page.
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How to create a KPI
In this example, you'll create a KPI that measures the progress you've made toward a sales goal.
From the Fields pane, select Sales > Total Units This Year. This value will be the indicator.
Add Time > FiscalMonth. This value will represent the trend.
In the upper-right corner of the visual, select the ellipsis and check that Power BI sorted the columns in ascending order by FiscalMonth.
Once you convert the visualization to a KPI, there's no option to sort. You must sort it correctly now.
Once sorted correctly, your visual will look like this:
Convert the visual to a KPI by selecting the KPI icon from the Visualization pane.
To add a goal, drag Total Units Last Year to the Target goals field.
Optionally, format the KPI by selecting the paint roller icon to open the Formatting pane.
Indicator - controls the indicator’s display units and decimal places.
Trend axis - when set to On, the visual shows the trend axis as the background of the KPI visual.
Goals - when set to On, the visual shows the goal and the distance from the goal as a percentage.
Color coding > Direction - people consider some KPIs better for higher values and consider some better for lower values. For example, earnings versus wait time. Typically a higher value of earnings is better versus a higher value of wait time. Select high is good and, optionally, change the color settings.
KPIs are also available in the Power BI service and on your mobile devices. It gives you the option to be always connected to your business's heartbeat.
Considerations and troubleshooting
If your KPI doesn't look like the one above, it may be because you didn't sort by FiscalMonth. KPIs don't have a sort option. You'll need to start again and sort by FiscalMonth before you convert your visualization to a KPI.
More questions? Try the Power BI Community