Become a Power BI Pro: Create Stunning KPI Card Visuals

hey guys thank you for joining today I'm going to show you how to create a kpi card visual in powerbi I'm going to do this step by step as always no custom visuals needed here I'm going to be using just the new card visual a little bit of ducks and conditional formatting and that's it and these are the results so guys this is going to be fun and let's do this [Music] before we get started this is the final result that we're trying to achieve today real quick here we have tech companies if you play with the slicer here you will see that this is changing dynamically for each company we have three companies here Amazon Microsoft and Apple and this is the combination of the three of them and as you can see here we have the current Average stock price and we are comparing comparing this number against the previous month and that's why we have 48% higher than previous month here than the app arrow and then you can see the same logic for the other companies as well so guys no more talking and let's do this as you can see we have three different tables here we have our Dax measures table we're going to store our measures here we also have the dates table or calendar table it's already built and we also have here our tech company which is the fact table so let's get started the first thing you want to do here is to create a measure right click here new measure and let's call this measure average stock price and here we're going to use a calcul function the average function here and then it should be Tech stock price and fold the filter so we want to make sure that we include every single compon and and this should be apple we have also here Amazon and then Microsoft and here we also want to make sure that we keep the other filters okay so keep filters here and then close parenthesis we are good to go so we just created our first measure and this should be the current Average stock price let's create another measure here and we're going to be focusing on the previous month so this is going to be previous month Average stock price and we're going to use here the calculate function so you might have guess we're going to reference the measure that we just created here and then you might be familiar with this function data so that should be this one right here and here we're going to be comparing actuals versus previous month or current versus previous month so we need to select here month I think we are good to go now let's hit approve perfect we need to create another measure here and this is going to be growth new measure let's call this stock price growth percentage okay we're going to use variables here so the current stock price is going to be basically the average one of the measure that we just created this one right here and then the other variable is going to be previous month stock price as you might have guessed here we need to reference the other measure the previous month measure let's keep working here and and we care about growth so the other variable let's call this growth this is going to be you might be familiar with this function as well so the current stock price the variable that we just created minus the previous month the variable that we just created as well previous month there you go so we are referencing here variables and then return this should be just growth this should be fine let's hit commit and then you can also customize this if you want just this is percentage two decimals that's fine and then the average stock price this is going to be in dollars just two decimals here and you're going to do the same for the other measure and and I'm going to share with you this file as well so you can follow alone and now this is the time to create our last measure and this is going to be very similar to the growth measure that we just created so we're going to duplicate that let's do this for now go over here contrl C right click new measure contrl + V so let's let remove the percentage for now and this is fine this is also fine and then what we need to do here is to add a couple of more variables one for the app arrow and here we going to use this popular function unicard this should be 12 9145 and then for the down arrow something similar here unicar and this should be 12 9147 I want to share with you a link as well so you can play with these unicar values and then for return when to make a couple of changes here okay remember we have to break this down in pieces and as you can see here we have previous month and next to it we have also the amount that we had for the previous month and then next to it we have parenthesis and then we have the up or down arrow and then that percentage so that's something that we need to customize and let's do this so this is previous month the first piece so we are good to go here and then we have to use Apperson here and here we need to reference the other piece which is the previous month and this should be one of the variables okay so it's right there perfect so we also need here another aison we need some space and here what we need to do is add another Aon here and this is going to be the other piece which is parentheses right so parenthesis here parenthesis should be there and then we need also Aon here and here we need to add the up or down arrow so for this one we need to add a condition okay if growth is greater than zero it should be up if it's less than zero it should be down so here we're going to be referencing one of the measures which is the growth measure it's going to be this one right here if this is let's do something cool here if this is blank first just give me nothing but if this is not blank then give me this one right here so let's do this stock price and then the logic works like this if this is greater than zero so then give me the app Arrow right there if not give me the down arrow so remember we are referencing the variables here okay perfect so we are good now with the up or down arrow and next to it we need to have the percentage and for that percentage this is basically growth check this out this should be the variable that we have here growth perfect and then finally we need to close parenthesis close parenthesis right there and let's approve the changes and see what happens it seemed like it's working so now let's test it here we have the new carard visual it's already there as you can see so let's test the measure that we just created which is this one right here and let's see what happens huh see it right there so this is the result as you can see we need to customize a little bit better we need to reduce decimals here and then then the percentages also need to be corrected here so let's quickly work on those adjustments go back over here so let's add some space here as well and then for the stock price we need to correct this we're going to be using here the format function okay we're going to give this a little bit of format so this is going to be something like this okay we need dollar here so this symbol right here comma right there and then two decimals should be good to go so we just updated here for stock price and then the other piece was growth for growth what we need to do is something similar let's use the format function here as well and for this one so let's use this real quick this one right here comma one right here and then percentage symbol close parenthesis and now we should be good to go so let's get give it a try let's approve the changes and let's see what happens and here as you can see we have here the three pieces the previous month this is the text next to it we have the amount that we have for the previous month and then next to it we also have the percentage we don't see the up and down arrow yet and this is because we are not comparing numbers yet let's keep going so let's remove this measure for now and let's apply the average stock price so this is what we have now the next step here is to go over the format pain so let's hit call out here and then let's select Average stock price let's go over here over label and then let's select this option conditional formatting and here we need to select this measure right here stock price growth so once we do that check this out boom The Next Step here is to go over here and then add it below as you can see now this is working perfectly fine so we have the current Average stock price here and then at the bottom we have the previous month stock price and also we have here the up and down arrow with the percentage here the variation so this is working perfectly fine so the next step here is to make a couple of changes if we want so let's add this this is going to be just for the tech company in in general and also this should be just for Tech here this should be just for Tech as well and this should be just for Tech and then the next step here is to add an image we can do that as well real quick Go Cards here and then image hit this option select the image here let's look for Tech and then hit fit so we are good to go should be on the left side so let's go back to call out and here for label perhaps let's add here 12 perfect our next goal is going to be to replicate this for the other three companies so let's do that real quick let's copy this new measure and here let's call this just for apple and then here this should be just Apple if that makes sense so let's delete this for now there you go this it should work fine so let's keep working for previous month new measure here as well and here this should be just for apple and this should be referencing the Apple measure so we are good to go here so let's keep doing this for the variation this one right here but this should be for Apple new measure here and then this should be just for Apple perfect and here remember we are replacing just for apple apple here so we are good to go and then let's do the same for the other measure the measure where we made the adjustments contrl C right click again contrl V and then let's update this to Apple it should be just apple right there Apple here as well and then this should be apple as well remember that so you want to make sure that this is referencing apple and this also should reference Apple we are good to go let's approve the changes perfect so before we keep going so let's go over here model view and let's organize this a little bit better so for Apple hold down control every single measure that has Apple and then let's call this stock price Apple okay so in that way we have this very well organized and let's do the same for the other pieces for Tech stock price tech so we have a folder for Tech as well it's [Music] now let's keep adding here these measures that we just created so let's do that real quick let's go over Apple it doesn't matter the order for now so let's add hereit apple and then we're going to do the same here here for the label if you remember that for label so what we need to do here is focus here on just apple and once we do that let's go over label here and here we need to reference Apple this one right here hit okay boom below value and then we need to change here the image we can do that that real quick as well let's go back over image here and let's reference here apple and then this is applying for all as you can see so when you do that you want to make sure that you are selecting just Apple for Apple you have just Apple okay and then for for Tech so you can just update here just for Tech again something to keep in mind when you're working with this so let's go over Amazon let's drag Amazon into this visual as well and then here we're going to do the same so let's get started with the image here first and remember select here just Amazon so that way you don't mess up with the other pieces here for Amazon let's select Amazon here boom so we are good now and then let's go back to call out here let's make sure that you're selecting Amazon and then for label conditional formatting here again for Amazon we need to select this one right here and then we need to put this the position below value we are good to go let's keep working Fox for Microsoft and then for m Microsoft let's go over here let's go over call out here as well remember we need to select here just Microsoft go over label here Microsoft we get about this growth measure hit okay perfect and then the next step here is to put this below value and then as you can see we need to update the logo go over cards image make sure that you're are selecting just Microsoft remove apple and update this with Microsoft bingo so now this is working perfectly fine as you can see and then if you want you can also add more information here so let's say that you want to add the measure for Tech you can do that here as well and then you can also do this for previous month and then growth if you want then you can start playing here if you want as well check this out so everything here is changing dynamically that means this is working perfectly fine you can also change companies here if you want and then you get the results there why are we getting here nothing because we don't have value for that specific period of time Microsoft there you have it Microsoft is the oldest company here and then if you remove the filters here slicers you can also customize here the measures for Apple Amazon and [Music] Microsoft there you have it my friends I hope you found this tutorial helpful but now you have homework so how about if you do the same analysis for the last 7 days you can do that as well just follow the same steps and then like I said before I'm going to share with you this report this file this data so you don't have any issues on replicating this information if you found this tutorial helpful as always please give me a thumbs up share with your friends don't forget subscribe if you don't want to miss anything and also check these tutorials out if you want to keep sharpening your powerbi skills thank you guys for your time and see you in my next tutorial [Music]

Channel: Nestor Adrianzen

Views: 1,522

Keywords: nestor adrianzen, power bi tutorial for beginners, Become a Power BI Pro: Create Stunning KPI Card Visuals, power bi cards, power bi card visual new, kpis in power bi, KPI card visuals in Power BI

Id: AwPYUavETJ4

Length: 22min 3sec (1323 seconds)

Published: Sat Oct 07 2023