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Basic to Advanced Conditional Formatting of KPIs in Power BI

 
Basic to Advanced Conditional Formatting of KPIs in Power BI
Genre: eLearning | MP4 | Video: h264, 1280x720 | Audio: aac, 44100 Hz
Language: English | VTT | Size: 4.80 GB | Duration: 5 section | 121 lectures | (10h 45m)

How to set-up basic conditional formatting in Power BI using the standard Power BI options, including bars, icons and heat maps.


What you'll learn

Learn the best practice in colour selection for conditional formatting based on the science of how our brains work to process data quickly.

How to use measures and DAX code to truly unleash the power and flexibility of conditional formatting in Power BI.

How to define and manage KPIs and target values from a central location and have these cascade through to your conditional formatting in all your reports.

Create dynamic card and chart titles and text to indicate the status of a KPI value. i.e. above or below target and by how much.

Learn my novel and effective approach to colour-coding column charts the right way.

Learn how to manage conditional formatting when filters are applied. Ensure you are comparing the filtered value with the correct KPI target.

3 ways to address card visuals that show (Blank) values.

Learn the best practice approach to managing conditional formatting measures withing you data model.

Requirements

Power BI Desktop installed on your computer.

A basic understanding of how to use Power BI Desktop.

Description

-- Major course content update in September 2020 --

New content:

Updated for new Power BI user interface.

17 practical activities.

Section review quizzes to help consolidate you're learning.

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One of the key requirements of any dashboard is to allow the readers to quickly highlight problems and opportunities. Power BI Desktop has a powerful conditional formatting capability that allows you to draw the reader's attention to what is important and provide them with effective decision support.

This course teaches you how to use Power BI conditional formatting options to use colour to draw the reader's attention to KPIs that are not meeting their KPI target. This makes it easy for people that view the dashboard to find issues and then decide on the appropriate required actions to address these issues with underperformance.

You'll learn how to take the reader on a journey from identifying an issue, understanding how bad it is, through to reviewing the underlying details that are causing this deviation from a target KPI value. This makes it easy to identify what action to take to improve the situation.

In addition to this, you'll learn how to define your KPIs and set target values in a single central location. You can then have multiple Power BI reports referring to this central location for KPI target values and even conditional formatting colours and text. This is a real game-changer and means that once set up, you can update KPI values in one place and have them cascade to the conditional formatting on multiple reports. You won't need to update hardcoded values into each measure within each report. This saves and also reduces the likelihood of errors and mismatches in target values across different reports.

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-- Course Project --

This course is specifically targeted towards learning how to apply conditional formatting in Power BI. During the course, you'll be adding conditional formatting to an existing dashboard. I'll provide you with the file as a starting point and will walk you step-by-step through the process of applying the conditional formatting. This includes using the standard Power BI options, creating new DAX measures and applying them to the Power BI file. Finally, I'll take you through the process of updating the measures to refer to a central location that stores all your KPIs and their target values.

To achieve this I've split the course into 5 sections with 3 clear learning objectives.

Objective 1 - Learn the basics of conditional formatting in Power BI

Why conditional formatting is vital for any effective dashboard.

Apply basic conditional formatting using the standard Power BI options.

Change the colour of card values based on KPI target values.

Create a dynamic heat map to visually show the spread from the highest to the lowest values in a Matrix.

Apply ICONS and Bars to Matix Visuals.

Learn the limitations on Power BI standard conditional formatting options.

Best practice approach to selecting the colour scheme for your dashboard and conditional formatting.

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Objective 2- Learn how to create measures using DAX to apply complex conditional formatting rules in Power BI

This section is where it gets really exciting! Once you learn how to use DAX to configure conditional formatting your mind will be flooded with possibilities!

Understand how to use DAX code in measures to define complex conditional formatting rules. (Note: once you learn this approach you'll most likely never use the standard Power BI options again!)

Create measures to set a warning or critical colour of a value based on comparing the current value with the target threshold for any measure.

Create measures that display the target value. This is vital to understand how close the current value is from being above or below the target threshold.

Create measures that return text titles that state if a value is on or off target and by now much. Make it easy for the reader to know exactly what the current performance is.

Configure the dashboard to dynamically handle conditional formatting when filters are applied using the ISFILTERED function.

Create indicators for bar charts to dynamically display working symbols if the target threshold KPI value is exceeded. Also, understand why applying conditional formatting directly to the bars in a bar chart is not a good idea.

Use tooltips to provide additional information.

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Objective 3 - Learn how to create a system where all KPIs and their target values are defined and managed in a central location

Set-up a spreadsheet to store all of your KPI definitions and target threshold values in one location.

Create a table containing the colour codes that will be used to format KPIs that are outwith their target values.

Update your measures to refer to the values stored in a central location using the LOOKUPVALUE function.

Put an end to ever having to hardcode KPI values into multiple measures and Power BI formatting rules.

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By the end of this course, you'll be fully equipped with the knowledge you need to become skilled at configuring basic and advanced options for applying conditional formatting to your Power BI Report. You'll understand and be confident in creating powerful measures and DAX code that creates simple and complex rules to set conditional formatting colours and text titles and messages.

In addition to this, you'll also have developed a system for managing your KPIs and their target values in a central location. This will reduce administration and the likelihood of errors when setting and maintaining target values.

No matter if you are a Power BI developer, a manager or a data analyst this course will set you up to create effective dashboards that users will love because they are easy to read and quickly draws their attention to the information they need to be great at their job.

Remember this course is backed up by my 30-day money-back guarantee. If you don't love it and learn from it, you get your money back.

A quick rder of what you get when you enrol in this course:

Instant, life access to the all course content

PowerPoint presentations of all course material

Before and after Power BI files

1-on-1 Q&A support from me

30-day money-back guarantee

Talk to you during the course - Jason (from Effective Dashboards)

Who this course is for:

Power BI users, managers and analysts who are looking to learn how to add conditional formatting to their dashboards to highlight performance against a suite of KPIs.

Power BI users who wish to go beyond the standard conditional formatting and learn how to use the power of DAX to set conditional formatting.



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