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Abstract

/figure><h2 id="bf43">Creating the heading Text Box:</h2><ul><li>In the <b>Insert</b> tab select <b>Text box</b>.</li><li>Type <b>Total</b> <b>Sales.</b></li><li>Set <b>Font</b> to <b>DIN.</b></li><li>Set <b>size </b>to<b> 32</b> and <b>Bold</b> the Font.</li><li>In the <b>Format visual → General →Effects turn off Background.</b></li></ul><figure id="2dcc"><img src="https://cdn-images-1.readmedium.com/v2/resize:fit:800/1*aMgZtpK28vBYOm4z3e2XWw.gif"><figcaption>In the Format visual → General →Effects turn off Background</figcaption></figure><h2 id="4621">Creating the Sales KPI card:</h2><ul><li>Add a <b>Card </b>visual<b> </b>and put<b> Sales measure </b>to it.</li><li>Set <b>Font</b> to <b>DIN, size </b>to<b> 35</b> and <b>Color </b>to<b> #666666.</b></li><li>In the <b>Format visual → General →Effects turn off Background.</b></li><li>Turn off <b>Category label.</b></li></ul><figure id="d1ae"><img src="https://cdn-images-1.readmedium.com/v2/resize:fit:800/1*X_ys-66SLcKgXEn2ub4K8Q.gif"><figcaption>Turn off Category label</figcaption></figure><h2 id="0526">Creating the Line Chart:</h2><ul><li>Add a <b>Line chart </b>and put<b> Order Date in X-axis </b>and<b> Sum of Sales </b>in<b> Column Y-axis.</b></li><li>In the <b>Format visual → General →Properties </b>set <b>Height</b> to <b>111 </b>and <b>Width</b> to <b>343.</b></li><li>Turn off<b> Title </b>and in<b> Effects turn off Background.</b></li><li>Expand <b>Y-axis, </b>turn off <b>Title </b>and<b> Values. </b>Repeat the same for<b> X-axis.</b></li><li>Expand <b>Gridlines, </b>turn off<b> Horizontal.</b></li><li>Turn on <b>Data labels</b>.</li></ul><figure id="bfac"><img src="https://cdn-images-1.readmedium.com/v2/resize:fit:800/1*3fobZsZJOeMHZdqc4NqTWQ.gif"><figcaption>Expand Y-axis, turn off Title and Values. Repeat the same for X-axis</figcaption></figure><ul><li>Expand <b>Markers</b> turn on <b>Show for all categories.</b></li><li>Set <b>size</b> to <b>7.</b></li><li>In <b>Lines →Color </b>use this <b>#118DFF.</b></li><li>In <b>Data labels →Value</b> set <b>font</b> to <b>DIN</b>, <b>Bold </b>the font and set<b> Color</b> to <b>#666666.</b></li></ul><figure id="1356"><img src="https://cdn-images-1.readmedium.com/v2/resize:fit:800/1*ndbNuisM8uDeVY9WBAEA8Q.gif"><figcaption>In Data labels →Value set font to DIN, Bold the font and set Color to #666666</figcaption></figure><h2 id="343c">Creating other two KPIs:</h2><ul><li>Copy and paste the entire KPI<b>.</b></li><li>Replace <b>Total Sales</b> with <b>Total Profit.</b></li><li>In KPI card and line chart replace <b>Sales</b> with <b>Profit.</b></li><li>In <b>Lines →Color </b>use this <b>#00B947.</b></li></ul><figure id="1423"><img src="https://cdn-images-1.readmedium.com/v2/resize:fit:800/1*1GPJmms6Uoc6sS4m5EJwKA.gif"><figcaption>In Lines →Color use this #00B947</figcaption></figure><ul><li>Copy and paste the entire KPI<b>.</b></li><li>Replace <b>Total Sales</b> with <b>Total Quantity.</b></li><li>In KPI card and line chart replace <b>Sales</b> with <b>Quantity.</b></li><li>In <b>Lines →Color </b>use this <b>#CB4501.</b></li></ul><figure id="61a2"><img src="https://cdn-ima

Options

ges-1.readmedium.com/v2/resize:fit:800/1*7e8XQBtCEbUOzGu-YuJEhg.gif"><figcaption>In KPI card and line chart replace Sales with Quantity</figcaption></figure><h2 id="4c08">Adjusting the Canvas:</h2><ul><li>Deselect everything<b>.</b></li><li>Expand <b>Canvas background.</b></li><li>Set <b>Color</b> to <b>#E6E6E6</b> and set <b>Transparency</b> to <b>0%.</b></li></ul><figure id="f1b1"><img src="https://cdn-images-1.readmedium.com/v2/resize:fit:800/1*PRSGpuCB3kB3Gqf9yTQtWQ.gif"><figcaption>Deselect everything</figcaption></figure><p id="03bf" type="7">Download the data for the KPI from this link.</p><p id="5ffe" type="7">Download the PBIX file for the KPI from this link.</p><div id="dbf2" class="link-block"> <a href="https://medium.com/@shashanka.shekhar02/merging-two-tables-in-power-bi-using-power-query-7b5c41c97363"> <div> <div> <h2>Merging Two Tables in Power BI using Power Query</h2> <div><h3>Merging tables in Power BI using Power Query is a fundamental skill for any data analyst or business intelligence…</h3></div> <div><p>medium.com</p></div> </div> <div> <div style="background-image: url(https://miro.readmedium.com/v2/resize:fit:320/1*Lh2Q7jYTFKWdjwJEIExVJw.jpeg)"></div> </div> </div> </a> </div><p id="3ec9">Thank you for your attention!</p><p id="a119"><a href="https://medium.com/@shashanka.shekhar02">Follow</a> me or <a href="https://medium.com/@shashanka.shekhar02/subscribe">subscribe </a>to get all my Power BI articles!</p><div id="eec9" class="link-block"> <a href="https://medium.com/@shashanka.shekhar02"> <div> <div> <h2>Shashanka Shekhar - Medium</h2> <div><h3>Read writing from Shashanka Shekhar on Medium. Contributor for Microsoft Power BI. I like Data Analysis and Data…</h3></div> <div><p>medium.com</p></div> </div> <div> <div style="background-image: url(https://miro.readmedium.com/v2/resize:fit:320/0*g6xKIGrh40CZPJ7T)"></div> </div> </div> </a> </div><p id="423c" type="7">Don’t forget to subscribe to</p><p id="b004" type="7">👉 Power BI Publication</p><p id="d403" type="7">👉 Power BI Newsletter</p><p id="f2ca" type="7">and join our Power BI community:</p><div id="0816" class="link-block"> <a href="https://linktr.ee/powerbi.masterclass?source=post_page-----7b5c41c97363--------------------------------"> <div> <div> <h2>Microsoft Power BI Masterclass | Linktree</h2> <div><h3>Let's share our Microsoft Power BI experience. Learn together. Grow together.</h3></div> <div><p>linktr.ee</p></div> </div> <div> <div style="background-image: url(https://miro.readmedium.com/v2/resize:fit:320/0*Z-2mnqtavkbGKfFT)"></div> </div> </div> </a> </div></article></body>

Creating a Sales KPI with Line Graph in Power BI

In today’s data-driven world, visualizing key performance indicators (KPIs) is crucial for making informed business decisions. Power BI, a robust business analytics tool by Microsoft, empowers users to create dynamic and interactive visualizations. One of the most effective ways to track and analyze sales data is by using line graphs to represent sales KPIs.

Why use line graphs for sales KPIs?

Trend Analysis: Line graphs are excellent for identifying trends and patterns over time, allowing businesses to spot growth or decline in sales performance.
Comparative View: Easily compare different sales metrics or time periods to gauge performance and make data-driven decisions.
Clear Visual Representation: With their simple, clean design, line graphs make complex data easy to understand at a glance.

Steps to create a sales KPI with a line graph in Power BI:

Data Preparation: Ensure your sales data is clean, organized, and imported into Power BI.
Setting up the Line Graph: Select the line graph visual and drag your sales KPIs onto the X and Y axes.
Customization: Customize the graph with titles, labels, and colors to enhance readability and relevance.
Interactivity: Add filters and slicers to allow users to interact with the data and focus on specific areas of interest.

Creating a sales KPI with a line graph in Power BI is an invaluable skill for any business looking to leverage data for strategic insights.

This is how our end result is going to look like:

Building the KPI

We will go through these steps:

Creating the Base for the KPI
Creating the heading Text Box
Creating the Sales KPI card
Creating the Line Chart
Creating other two KPIs
Adjusting the Canvas

Happy learning!

Creating the Base for the KPI:

Go to the Insert tab and select Rounded Rectangle from Shapes.
Expand Shape and use 35% in Rounded Corners.
Expand Style and in Color use #F2F2F2.
In the Format visual → General →Properties set Height to 155 and Width to 841.

Expand Shape and use 35% in Rounded Corners

Creating the heading Text Box:

In the Insert tab select Text box.
Type Total Sales.
Set Font to DIN.
Set size to 32 and Bold the Font.
In the Format visual → General →Effects turn off Background.

In the Format visual → General →Effects turn off Background

Creating the Sales KPI card:

Add a Card visual and put Sales measure to it.
Set Font to DIN, size to 35 and Color to #666666.
In the Format visual → General →Effects turn off Background.
Turn off Category label.

Creating the Line Chart:

Add a Line chart and put Order Date in X-axis and Sum of Sales in Column Y-axis.
In the Format visual → General →Properties set Height to 111 and Width to 343.
Turn off Title and in Effects turn off Background.
Expand Y-axis, turn off Title and Values. Repeat the same for X-axis.
Expand Gridlines, turn off Horizontal.
Turn on Data labels.

Expand Y-axis, turn off Title and Values. Repeat the same for X-axis

Expand Markers turn on Show for all categories.
Set size to 7.
In Lines →Color use this #118DFF.
In Data labels →Value set font to DIN, Bold the font and set Color to #666666.