microsoft/powerbi-visuals-powerkpimatrix

A KPI matrix visualization sample for PowerBI

PowerKPI Matrix

Monitor balanced scorecards and unlimited number of metrics and KPIs in a compact, easy to read list

Overview

Power KPI Matrix enables balanced scorecards in Power BI and displays an unlimited number of metrics and KPIs in a single, customized list. Power KPI Matrix is similar to the Power KPI custom visual in supporting the creation and display of KPI indicator symbols and values along with current and historical trends of actual and target values.

The tabular format of Power KPI Matrix allows for an unlimited number of metrics and KPIs in a single list. While there are several other custom visuals available that also display lists of KPIs, Power KPI Matrix offers a few unique abilities:

Balanced Scorecards. Present different types of metrics and non-additive key performance indicators (KPIs), such as financial, operational, and customer-focused measures, as rows in a single list.

Column-Based and Row-Based Sources. Use your existing data models with minimal transformation. Bind the visual to either column-based metric sources or tables with row-based metrics.

Super flexible and Customize-able. Control fine details such as the font and background colors for each individual cell, row, or column; number formats, types, and precision; line chart colors and styles; row and column heights, widths, and more.

Complete instructions are provided in the sample file. Please download the sample from AppSource.com via a browser by hitting the “Get It Now” button. The “Try a sample” link will then show on the far right side of the screen.

Listing of key features:

• Pivot Output Metrics as Columns or Rows. Pivot the table to display each metric as a row or as a vertical column (see the sample visuals)
• Custom Sparklines. Show the available trend of actual values, with or without target baselines, or use the same coloring of your KPI status indicators to show your past progress toward goals relative to target for each point on your sparkline.
• Expandable Categories. Show or hide groups of metrics by using the Category features. Subtotal values may also be shown, useful for items in a category that are additive in nature.
• Individual Hyperlinks may be tied to metric names and/or categories, enabling end users to navigate to drilldown reports or other related web content.
• KPI Indicators. Choose from various KPI symbols to represent performance relative to a targets in the data model. Define thresholds for colors and symbols and, optionally, use the same colors for the KPI indicator value and sparklines.
• Columns as Rows. Starting with columnar data table, built with different metrics in various columns, map the individual metrics to the desired Actual, Target, and Variance cells within a given row of the output table. This is done by using the "Edit" option available in the ellipses ("...") menu from the upper right corner of the visual.
• Row and Column Sizing. Easily change row heights and column widths by clicking and dragging the row/column borders, similar to Excel.
• Colors, Fonts, and Formats. Granular control of background colors and font colors, sizes, styles, vertical and horizontal grid lines, and more
• Auto Table Formats. Choose from a selection of preset table themes, including alternate row shading
• Current Values and Status of KPIs. The visual always shows the current most current status of the data based on the "As of Date" field. Users may also interact with past dates, such as by including a separate date slicer (see samples).
• Pop-Out Power KPI Chart. Clicking any non-hyperlinked cell launches a Power KPI chart to show full trend details

See also PowerKPI Matrix at Microsoft AppSource

powerbi-visuals-powerkpimatrix's Issues

Power KPI Matrix Visual: Incorrect visual behaviour (incorrect and misleading trend line coloring)

Incorrect and misleading trendline coloring (positive trends are shown as red trendline and negative trends are shown as green trendline), please see attached file.
InCorrect Visual behavior in Power BI Report_TrackingID#2310240010003703.pptx

Problem: The start point of the trendline decides currently about the color (= wrong). Correct would be to use the end point of the trendline as color indicator for the trendline!
Microsoft ticket #2310240010003703

Power KPI Matrix Visual: Missing feature "expand/collapse all" for columns “Category“´and “Subcategory“

Missing feature “expand/collapse all“ for columns “Category“´and “Subcategory“ to significantly increase user-friendliness in terms of handling a large number of KPIs.
Improvement Idea from 2018 (!) with more than 10,000 votes!
Improvement idea_collapse_expand_all.pptx

It would be a good idea for Microsoft to implement this enhancement in conjunction with the two bugfix tickets :

• InCorrect Visual behavior in Power BI Report - TrackingID#2310240010003703
• InCorrect expand and collapse behavior in Power BI Report - TrackingID#2310260010002552

Filter Based On Current KPI Status

@EugeneElkin and @ignatvilesov

Is it possible to filter on Latest KPI Status .. Like I want to Filter the Visual with Latest KPI Status is Negative , but it should not Filter for All the Year which means the Trend should be the same( it shouldnt remove where KPI Status is POsitive Previous Day or any other day in that Year)

Can you please help where to add this filter in this code.

Power KPI Matrix Visual: Incorrect expand and collapse behavior in combination with filters

Incorrect behavior of the expand/collapse function in the Power BI visual "Power KPI Matrix" when using filters (please see attached file)
InCorrect expand and collapse behavior in Power BI Report_TrackingID#2310260010002552.pptx

Filters should not affect the expand/collapse function!
Microsoft ticket #2310260010002552

This repo is missing important files

There are important files that Microsoft projects should all have that are not present in this repository. A pull request has been opened to add the missing file(s). When the pr is merged this issue will be closed automatically.

Microsoft teams can learn more about this effort and share feedback within the open source guidance available internally.

Merge this pull request

Metric dropdown shows empty item when building on local machine

Hi, I'm currently trying to do a few changes for this visual on my local dev machine. First thing I've noticed was that when I build it without changes from the source (I only changed the GUID because else PowerBI uses the CDN version) the metric dropdown of all the Format properties only shows empty items. The marketplace version works fine for me, so I don't know if the problem comes from the toolchain or this project.