KPI 视觉对象(教程)KPI visuals (Tutorial)

关键绩效指标 (KPI) 是一个视觉提示,用于传达针对可度量目标已完成的进度。A Key Performance Indicator (KPI) is a visual cue that communicates the amount of progress made toward a measurable goal. 有关 KPI 的详细信息,请参阅 Microsoft Developer NetworkFor more information about KPIs, see Microsoft Developer Network.

何时使用 KPIWhen to use a KPI

当存在以下情况时,KPI 是一个不错的选择:KPIs are a great choice:

  • 要衡量进度(我是超前了还是落后了?)to measure progress (what am I ahead or behind on?)
  • 要衡量与目标的距离(我提前或落后了多少?)to measure distance to a goal (how far ahead or behind am I?)

KPI 可视化要求KPI visual requirements

关键绩效指标 (KPI) 基于特定的指标值,旨在帮助你针对定义的目标评估指标的当前值和状态。A Key Performance Indicator (KPI) is based on a specific measure and is designed to help you evaluate the current value and status of a metric against a defined target. 因此,KPI 视觉对象需要一个用于计算值的基础指标值、一个目标指标或指标值,以及一个阈值或目标。Therefore, a KPI visual requires a base measure that evaluates to a value and a target measure or value, and a threshold or goal.

备注

目前 KPI 数据集需要包含 KPI 的目标值。Currently, a KPI dataset needs to contain goal values for a KPI. 如果数据集不包含目标,则可以通过向数据模型或 PBIX 文件添加带目标的 Excel 工作表来创建目标。If your dataset doesn't contain one, you can create goals by adding an Excel sheet with goals to your data model or PBIX file.

如何创建 KPIHow to create a KPI

若要遵循示例执行操作,请登录到 Power BI 服务,然后选择“获取数据”>“示例”>“零售分析示例”。To follow along, sign in to Power BI service and select Get Data > Samples > Retail Analysis Sample. 我们将创建一个 KPI 来衡量针对销售目标我们已完成的进度。We'll create a KPI that measures the progress we've made toward a sales goal.

或观看 Will 介绍如何创建单个指标视觉:仪表、卡片和 KPI。Or watch Will show you how to create single metric visuals: gauges, cards, and KPIs.

  1. 编辑视图中打开报表并添加新页面Open the report in Editing view and add a new page.
  2. 选择销售 > 本年度总单位数Select Sales > Total Units This Year. 这是指标。This will be the indicator.
  3. 添加时间 > 月份Add Time > Month. 这用于表示趋势。This will be represent the trend.
  4. 重要说明:按月对图表进行排序。IMPORTANT: Sort the chart by Month. 在将可视化效果转换为 KPI 后,没有要进行排序的选项。Once you convert the visualization to a KPI, there is no option to sort.

  5. 在“可视化”窗格中选择 KPI 图标,以便将可视化效果转换为 KPI。Convert the visual to a KPI by selecting the KPI icon from the Visualization pane.

  6. 添加目标值。Add a goal. 添加上年度销售额作为目标值。Add last years sales as the goal. 上年度总单位数拖到目标字段。Drag Total Units Last Year to the Target goals field.

  7. 你也可以根据需要选择滚动油漆刷图标打开“格式”窗格来设置 KPI 格式。Optionally, format the KPI by selecting the paint roller icon to open the Formatting pane.

    • 指标 - 控制指标的显示单位和小数位数。Indicator - controls the indicator’s display units and decimal places.
    • 趋势轴 - 当设置为时,趋势轴显示为 KPI 视觉对象的背景。Trend axis - when set to On, the trend axis is displayed as the background of the KPI visual.
    • 目标值 - 当设置为时,视觉对象将显示目标值和相对于目标的距离百分比。Goals - when set to On, the visual displays the goal and the distance from the goal as a percentage.
    • 颜色编码 > 方向 - 一些 KPI 被视为值越高越好,一些则视为值越低越好。Color coding > Direction - some KPIs are considered better for higher values and some are considered better for lower values. 例如,收入与等待时间。For example, earnings versus wait time. 通常更高的收入值好于更高的等待时间值。Typically a higher value of earnings is better versus a higher value of wait time. 选择“越高越好”,并选择性地更改颜色设置。Select high is better and, optionally, change the color settings.
  8. 如果你已经具有所想要的 KPI,将其固定到仪表板When you have the KPI as you want it, pin it to a dashboard.

KPI 还可用于移动设备 – 让你始终保持与业务中心的联系。KPIs are also available on your mobile devices – keeping you always connected to your businesses heartbeat.

注意事项和疑难解答Considerations and troubleshooting

  • 如果 KPI 并非如上所示,则可能是因为需要按月进行排序。If your KPI doesn't look like the one above, it may be because you need to sort by month. 由于 KPI 没有排序选项,则需要先按月排序,然后将可视化效果转换为 KPI。Since KPIs don't have a sort option, you'll need to sort by month before you convert your visualization to a KPI.

后续步骤Next steps

Power BI 中的报表Reports in Power BI

Power BI 报表中的可视化效果Visualizations in Power BI reports

Power BI - 基本概念Power BI - Basic Concepts

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