Question

The client wants a KPI card that displays “Sales Performance” in red if below target, yellow if close, and green if above target. How can you achieve this in Power BI?
A client requires a KPI card that visually indicates sales performance using different colors: red for below target, yellow for near target, and green for above target. You need to create a measure that dynamically applies conditional formatting based on sales thresholds. What is the best approach using DAX and Power BI formatting options to achieve this?

Answer 1

To create a KPI card with conditional formatting in Power BI, follow these steps:

1. Create a DAX Measure for Sales Performance:

Sales Performance Status =  
IF( [Sales] < [Target] * 0.9, "Red",  
    IF( [Sales] <= [Target] * 1.1, "Yellow", "Green" )  
)

• This measure categorizes sales as red (below 90% of target), yellow (90-110%), and green (above 110%).

• Apply Conditional Formatting:

  • Select the KPI card visual.
  • In the Format pane, go to Data Label > Conditional Formatting and choose Font Color or Background color.
  • Use the Sales Performance Status measure to assign colors.

• Enhance with Icons (Optional):

  • Use Conditional Formatting > Icons to display visual indicators for better clarity.