As a Tableau user transitioning to Power BI, I found it somewhat challenging to replicate certain features, such as dynamic KPIs with up and down arrows and custom color-coding. However, I’ve discovered a straightforward way to achieve this in Power BI using a DAX function called SWITCH. Here’s how you can do it:

Step 1: Create Two New Measures

Start by crafting two new measures in Power BI: “Formatted KPIs” and “Formatted Color.”

Step 2: Formatted KPIs

Now, let’s add a dynamic touch to your KPIs. The DAX formula for “Formatted KPIs” looks like this:

Step 3: Formatted Color

To further enhance your KPI visuals, we’ll incorporate custom color-coding. Use this DAX formula for the “Formatted Color” measure:

Step 4: Apply the Magic

Once you’ve created these measures, it’s time to bring your KPIs to life. Drag the “Formatted KPIs” measure into your card visual, and voilà, you’ll see KPIs with up and down arrows.

Now, for the color. Simply navigate to the Callout value in your Card visual’s format settings. Under “color,” switch the format type from “Rules” to “Field value.” Select the “Formatted Color” measure, and watch your KPIs transform with your chosen custom color scheme.

By following these steps, you’ll not only have KPIs with up and down arrows but also a custom color scheme that suits your preferences. Power BI offers immense flexibility; you just need to know how to harness it.

Transitioning from Tableau to Power BI doesn’t mean sacrificing functionality. It’s about knowing the right tools and techniques. Let me know how to go to create your own dynamic KPI card visual!

The Data School
Author: The Data School