Card Visual in Power BI - SharePoint & Microsoft Power Platform Tutorials

Recently, one of my subscribers emailed me to update the tutorial on card visualization in Power BI. So, here is the complete updated tutorial on card visual in Power BI. I will explain what a card visual is in Power BI and how to create a card in Power BI. I will also explain how to create a Power BI card visual using Q&A. Finally, I will show you some formatting options for Power BI cards visual like how to change text in Power BI card.

Table of Contents

Power BI Card Visual

A card visual is like a small, organized box of information on a Power BI report. It usually contains a single number, such as total sales, market share year over year, or total opportunities, along with some text.

The screenshot below shows an example of a card visual in Power BI.

How to Create Cards in Power BI

Now we see how to create a Card Visual in Power BI Desktop.

Scenario:

Imagine you’re managing a retail store and want to track your monthly sales performance for a specific product category. For example, you might want to monitor the total revenue generated by the “Electronics” category for the march month.

According to this scenario, we have a SharePoint list named Monthly Sales Data that contains the following columns with various data types:

Now follow the below steps to create a card in Power BI:

1. Open Power BI Desktop and load data using the Get data option. Then, you can see data in the Data pane.

2. After that, Under the Home tab, expand the Visual gallery(black box) -> Click the Card visual.

3. Using the +Add data option, add the Sales Revenue into the Fields.

4. Now you can see in the Report view card the visual successfully completed.

5. Our goal here is to display the total revenue, specifically from the “Electronics” category for the month of March.

To achieve this, I’ve already set up two slicers, one for selecting the date(March) and another for choosing the category(Electronics).

This is the one way to create a Power BI Card visual.

Create a Power BI card from the Q&A question box

Now, I will tell you how to create a Power BI Card from the Q&A question box.

1. Under the Home tab, expand the Visual gallery(black box) -> select the Q&A icon.

2. Let’s try searching for “How much sales revenue did Electronics make in March.”

3. Select the icon to the right of the question box to convert the Q&A visualization to a card visualization.

4. Then, you see the card visual created on Report view.

This way, you can create a card chart in Power BI using Q&A.

How to create a new card visual in Power BI

Now we see how to create a new card visualization in Power BI Desktop.

1. Under the Home tab, select Visual gallery, and select the Card (new) visual icon.

2. Using the +Add data option, add the Sales Revenue into the Fields.

As you can see here, we can put more than one value.

3. Now you can see in the Report view the new card visual successfully completed.

This way, you can create a new card visual in Power BI Desktop.

Power BI card formatting

To understand all the options available for customizing the new card visual, create a new card visual and add multiple values to it.

After that, click the paintbrush icon to open the Format pane, or you can click Format under the View tab.

Format Size and style in Power BI new Card Visual

In Power BI new card visual, you have Size and Style formatting options to adjust the card size and position of the visual. These options include modifying padding and background color, adding visual borders, and applying shadow effects.

Format Title in Power BI new Card Visual

Power BI new Card Visual Title formatting options allow us to name our card visual using Title and Subtitle options. Additionally, we can insert a Divider and adjust the Spacing between the divider and the header.

Format Layout in Power BI new Card Visual

Power BI’s new Card Visual Layout formatting changes the Vertical alignment, Orientation, and Space between cards.

Format Callout in Power BI new Card Visual

Power BI’s new Card Visual Callout formatting allows you to apply settings to all series in Power BI to change the Font Family, Font Size, Color, and Transparency, allowing you to modify all cards simultaneously.

Format Reference Labels in Power BI new Card Visual

We can add another column to the new card visual with this formatting to better understand it. Then, we can adjust the Font Family, Font Size, Divider, Background, Color, and Transparency for enhanced customization.

Format card in Power BI new Card Visual

Using card formatting, we can apply settings to select All series and adjust padding, fill color, shadow, accent bar, fill transparency, and border color. We can also change the shape and alignment.

These are a few Power BI card formatting options that you can use in Power BI cards.