2023 Week 26 | Power BI: Display metrics with the new card visual

Power BI, Workout Wednesday / By

Introduction

Welcome back to Workout Wednesday! This week we’re exploring the new card visual that was released in preview this month. Key metrics are frequently displayed in reports, and in the past it took a combination of cards, images, and other visuals. Thanks to the new card visual, we now have more flexibility, options for dynamic customization, and support for multiple fields.

Today’s challenge we’ll display a few key metrics from the inbuilt sample dataset using the new card visual. I’ll present a few options, but feel free to play around with the design and selected metrics.

Requirements

  1. Set up your Power BI file
  2. Open a new Power BI desktop file and turn on the new card visual preview feature. Note, this feature is only available in the June 2023 version (and newer).
    • Navigate to Options -> Preview features -> New card visual
  3.  On the canvas of a blank report, select Try a sample dataset and Load sample data.
  4. Familiarize yourself with the dataset, ensure data types are set correctly, and remove columns you don’t need.
Create visuals
  1. Think about the metrics you’d like to display and create measures as needed.
    • I created measures to display sales, profit, and profit margin.
  2. From the Insert section on the home tab of the ribbon, add your new card visual.
    •  The announcement blog post is a great reference to read about all of the formatting options.
    • Format the visual using images or a sparkline, and add custom formatting according to your needs. I used an SVG sparkline and conditional formatting on the bar. There is LOTS more you can do with this!
  3. Add any other visuals that you’d like!
  4. Ensure that all visuals meet the minimum standards of having alt text, that the tab order in your report makes sense, and that your color choices meet the minimum standards.

Dataset

This week’s data comes directly from Power BI! Find it by opening a blank Power BI desktop report and selecting Try a sample dataset.

Share

After you finish your workout, share on Twitter using the hashtags #WOW2023 and #PowerBI, and tag @MMarie, @shan_gsd, @KerryKolosko. Also make sure to fill out the Submission Tracker so that we can count you as a participant this week in order to track our participation throughout the year.

Solution

Solution File available for download via Data Stories Gallery.

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