Power BI Data Visualization Tips For KPI Trends Analysis

2 comments

In this tutorial, I’ll show you a Power BI data visualization technique on highlighting KPI (key performance indicators) trends in your report.

The data and dashboard I’m using for this demonstration was part of the Enterprise DNA Learning Summit in 2018.

power bi data visualization

You can incorporate this technique in your own reports inside Power BI. It’s a great way to show performance trends or business performance metrics over time. This Power BI data visualization technique incorporates a specific index calculation that shows trends really well.

It also enables consumers to see high-level information really effectively.  Sometimes, if you only have numbers in your report, it doesn’t actually show the full picture. Sometimes it’s not enough. You want to see what’s happening to the underlying trend and what’s behind the numbers.

The key to highlighting trends is to utilize moving averages, so let’s jump into it.

Using Moving Averages To Showcase KPIs

If we only show results at a daily level in every granular result, we’re going to have incredibly busy charts. They’ll be like the old squiggly lines that are basically not highlighting a trend effectively. 

So I created moving averages for all of these key performance metrics. I created the same moving average for each key performance so that I could see the trend over time versus just what the result was every day.

power bi data visualization

You can see here the measure group I created and called it Moving Averages. All of these measures correspond to the actual chart (KPIs), which are sitting within this top level of this dashboard.

power bi data visualization

Let’s have a look at the formula that I’ve utilized here. You can easily replicate this formula in your own reports because this calculation is exactly the same in each metric.

In this formula, we’re looking at Sales and we’re doing a one-month moving average. The AVERAGEX function opens up a one-month time window back from today or back from any day, and then averages out all of the sales made in that one-month time window. 

If we look at the Margins metrics, you’ll see that it has exactly the same technique or pattern. All I’ve done is input a Profit Margin here, which is a new measure from a prior calculation.

This also incorporates the technique called measure branching. In this case, we’re branching out of our core measures.

More Visualization Techniques

To really highlight and finish off this visualization, I have incorporated a card into it with the core measures.

power bi data visualization

The core measures are the first layer of calculations. One example is this Total Sales measure, which is quite generic.

I put it inside a card and layered it on top of the visualization. And I’ve done the same with the rest of the performance metrics. And that makes our Power BI data visualization really stand out.

Furthermore, I’ve formatted it in a way that the number appears in front of the line. It doesn’t sit in front of the card. This makes our report more visually compelling.

If I bring it forward or bring it to the front, for example, you’ll see that the line sits over the number.

power bi data visualization

Conclusion

This is a truly great visualization technique especially around these key performance business trends. It’s a great way that you can visualize these trends and still have all of the natural filtering.

This visualization technique provides valuable insights for consumers where they will be able to quickly see and understand the trends in a particular time period they select.

I hope that you can easily incorporate this technique into your own Power BI reports.

Cheers!

Sam

***** Learning Power BI? *****
FREE COURSE – Ultimate Beginners Guide To Power BI
FREE COURSE – Ultimate Beginners Guide To DAX
FREE – 60 Page DAX Reference Guide Download
FREE – Power BI Resources
Enterprise DNA Membership
Enterprise DNA Online
Enterprise DNA Events

membership banner 3

***** Related Links*****
Using Moving Averages To Show Trends in Power BI
How To Do Trend Analysis In Power BI Using DAX
How You Can Re-Use Moving Averages In Power BI

***** Related Course Modules *****
Data Visualization Tips
Dashboarding & Data Visualization Intensive
Mastering DAX Calculations

***** Related Support Forums *****
Moving Average In Stacked Column Chart
Comparable Bar Chart (Customer Vs Industry) By Quarters
Calculating A Lifetime Average And Normal Distribution
For more trends data visualization queries to review see here…..

Enterprise DNA Events

2 comments on “Power BI Data Visualization Tips For KPI Trends Analysis”

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.