In this Power BI Tutorial, we will discuss how to use Power BI card visual in Power BI reports. We will see various examples of Power BI cards.
Also, we will cover all these topics:
- Power BI Card visual
- Create a Card visual on Power BI
- Power BI Card visual format
- Power BI Card conditional formatting
- Power BI Card visual filter
- Power BI Card visual show 0 insted of lank
- Power BI Card rounding
- Power BI Card tooltip
- Power BI Card number format
- Power BI Card drill through
- Power BI Card Percentage
- Power BI Card left align
- Power BI Card text alignment
- power bi card change text
- power bi card dollar sign/showing $ sign in power bi card
- power bi card show only date not time
- Add decimal to power bi card
- Power BI Card Count IF
Power BI Card visual
Sometimes we want to track our Power BI report or dashboard through a single number such as Total sales, total profits, total quantity, etc. For this, the Power BI card visual is the best choice. We can get this visual in Power BI, as it is available by default.
We can use the Power BI card visual for both Power BI Desktop and Power BI Service. It is useful to show a single numerical value or a metric value of a number. Also, we can use this to create a report editor or Q&A.
To implement all of the above sub-topics of Card visual, we are going to use this sample data(an excel sheet). Even if your data exists in a text file, SharePoint list, SQL data, CSV file, etc. you can do all the examples.
Have a look at this below example of the Power BI Card visual, which presents the total order quantity of the product like this:
Here, you can see, we have used a Power BI Card visual to display Total Quantity Order in a single number.
Create a Card visual on Power BI
Here we will see how to create a Card visual on Power BI with various approaches.
Approach-1: Create a default card visual using the above Sample data.
First, we will download the sample data and then load it to the Power BI Desktop to create visualizations. For this, click on the Get data > select the sample data > press load. It will load the data on Power BI.
After successfully loaded, we can see our data on the Power BI field section like this:
On the Power BI Report page, select the card chart (under the visualizations panel). It will create a black card chart on Power BI like this:
Now we will drag a numerical data field to Fields like below. For example, here we will use the Sales data field to create our visualization.
By default, it is showing the sum of the total sales in a single value. This is how we can create and track our Power BI Report.
Approach-2: Create card visual from a Q&A
Now we will see how to create a card visual from the Q&A question box by following these easy steps.
To create a Q&A question box on Power BI, either click on the Q&A visual from the visualizations or just double-tap on the blank space of a Power BI report. It will automatically create a Q&A question box having some questions related to our model data.
When selecting an option from the Q&A question box, it will show the result as a card visual (card visual will appear only, when we will select any numerical question). For example, let’s select the second option i.e. total unit price. We can see the result will come like this:
This is how to create card visuals on Power BI using these above approaches.
Power BI Card visual format
There are a few formatting options available in the Power BI Card, that we can see from the Format option.
It helps to make the card more attractive and eye-catching. We can change its text color, background color, data label, text size, design, and much more.
Now we are using the above card chart, that we have created previously, to implements the format on it.
To open the formatting options, select the Power BI Card -> Format like below:
- General: Here we can set and format the X &Y position as well as height and width of the Power BI card visual.
- Data label: Here the data label is the numerical data which is visalize on the card chart. We can format this data label color (Black to Blue), display units (Auto to Thousand), text size (45 pt to 40 pt), font family (DIN to Comic sans MS), etc. We can see our formatted card visul will look like this:
- Category label: Here we can show or hide the category label by toggoling it. A category label is represented as the column name . Also, we can format the it’s color(gray to Red), Text size(12 pt to 18 pt), font family(segoe UI to constantia) like this:
- Title: By toggling this option from Off to On, we can able to show or hide the title of the Card chart. Here we can set a text as the title of the chart, title heading, make the title to word wrap or not, set its color, and it’s background color, it’s alignment to left or right or center, etc.
- Background: We can set a background color, choosing from the color chart to make our visual more attractive and set the transparency of the background color. Also, we can hide show or hide the background color by using the toggling option of it. For example, here we will set a background color and make it transparence.
Apart from these formatting options, we can set a border, its radius and make it colorful and. Similarly, we can give shadow to the visual. Also, we can customize it and preset it. Now we can see the difference before and after formating the card visual on Power BI.
We can see there is another option in each format option i.e. Revert to default. By selecting this option we can reset each format.
This is how we can do formatting on the card visual in Power BI.
Power BI Card tooltip
Tooltips are the best way to give a piece of information or hints and details to data points on the visual on the Power BI. We can customize the tooltips in both Power BI Desktop and Power BI Services.
In Power BI, a default tooltip displays the data point’s value and category when a visual is created.
We can see the tooltip options in the Format pane by togging it from Off to On. Let’s have a look at how to do the format on the tooltip of the chart on Power BI.
For example, we will customize the color of label text and value text, choosing from the color chart(press the down arrow). Also, we will set the text size to make it larger or smaller than the default size(9 pt), font family to Comic sans MS, background color to Purple, and its transparency.
When we will hover the mouse on the data label of the chart, we can see our customizing tooltip like this:
We can see the tooltip giving us a piece of brief information about the chart. This is how a tooltip works on a Power BI Card visual.
Power BI Card number format
We have already seen how the data visualize on the card chart. By default, when we choose any numerical data field to create a card chart, it comes as SUM(total) of that data field. Now we will see how to customize this value or number field. For this, on the formatting pane > Data label > Display unit.
When we select the display unit to None, it will show the accurate value on the card chart. Have a look at the below example:
Let’s take another example to format this number to Millions, then it will show the value like below:
In this way, we can format the number in Power BI Card visual.
Power BI Card drill through
Before creating a Power BI Card drill, first, we have to know what is a drill through?
A drill through is a very important concept that allows the user to further explore the related data by clicking on the visual. We can select a value and drill through to a different page visualizing the details for the value that we selected. Simply, we can say it is the fancy way of data navigation.
Let’s have a look at the below example, to check how a drill through works on a Power BI Card visual.
When we create a card visual, we can see a drill through an option like below:
Now, we will add single or multiple fields to create a drill through. For example, here we will add 2 data fields just dragging it such as Region and Product sub-Category.
The above chart showing the total sales of the selected data fields i.e. Region is Central and the Product sub-category is Appliances. Also, we can select multiple choices from each data field.
In this way, we can do a drill through on Power BI card visual.
Power BI Card conditional formatting
In Power BI, we can do formatting by applying some conditions to it. That’s why it is called conditional formatting. In the Power BI Card chart, we can do conditional formatting on the title, background, and data label of the chart.
Now we will see how conditional formatting works on Power BI card visual with different types of examples.
Example-1: Conditional formatting on Card visual’s Title
Here is a step-by-step guide for power bi card conditional formatting.
Previously, we have created a Power BI Card visual that shows the total sales. Now we will create a slicer using this sales data field like below:
Now we will select the Card visual, then go to format panel > Turn ON the Title and expand it. As we format the Title of the card visual.
By default, there is no title on the card visual. So we gave a suitable title to the Card visual. Now we will format this title.
We can see on the above screenshot, there is a symbol “fx”, which refers to the Conditional formatting function. There are 3 functions symbols are available in the Title. That means we can format the Title text, Font Color, and Background color, etc.
Now we will apply conditions to the Font color of the title. According to the condition, the font color of the title will change.
For this click on “fx” of the Font color, then it will redirect to the conditional formatting page. Here we have to insert some conditions. For example:
Here we defined minimum and maximum values according to our model data. Then Click on OK. Now we can see the condition is applied on Font color.
On the report page, we can see the font color of the title(on the Card chart), got changed dynamically according to the slicer’s value.
This is how we can do formatting by applying conditions on Power BI Card Visual.
Example-2: Conditional formatting on Power BI card’s Data Label
Now we will do conditional formatting on the Data label of the Power BI Card visual as similarly, we have done the previous formatting on the Title of the Card visual.
For this, we will go to the Format pane of the Card visual, then expand the data label option. Click on the Conditional formatting function.
After clicking on that symbol, it will redirect to a page where we will set the condition. According to the condition of the color of the data label, For example, here we will set value according to our sample data.
Then click on OK. Now we can see the data label will change according to slicing value on Card chart like below:
This is how we can do formatting by applying conditions on the Power BI Card chart’s data label.
Example-3: Conditional formatting on Power BI card’s background color
Similarly, we can do formatting on Power BI Card’s background color conditionally. It will change its background color according to value.
For this, go to formatting pane > turn On the background color > Expand it.
When we will click on the conditional formatting function to apply conditions on background color of the card visual:
We can see our chart’s background will change according to a value set like below:
This is how we can do formatting on the Power BI Card chart’s title, data label, and background conditionally.
Power BI Card Percentage
After showing numerical value on the Card chart, now we will see how to show a percentage value in Power BI Card visual. Here we describe some easy steps by following these you can easily implement this.
For example, we will calculate the percentage of sales according to the Product sub-category. And for this:
First, we will create a slicer having a data field as the Product’s subcategory from our sample data.
Now we will create a Power BI measure that calculates the count of the rows (for product’s sub-category) in our order table (sample data).
Total row = COUNTROWS(Orders)
Again we will create another measure that will calculate the percentage of sales for a particular sub-category:
% of Total = FORMAT(DIVIDE([Total row],CALCULATE([Total row],ALL('Orders'[Product Sub-Category]))),"0.00%")
Now we will use this measure on the Power BI Card visual. When we select any single or multi choices from the slicer, it will show the result in card visual like below:
If we select multiple choices then it will come as a sum of these selected options like this:
This is how we can show the value as a percentage on the Power BI card.
Power BI Card visual filter
In Power BI, there is an important feature known as Filter. By default, there is a filter panel available on the Power BI report page. Here we can filter the data and show the value according to filtration.
Now we will see how to filter a Card visual on Power BI.
First, we will add a Power BI card that showing the Profit of the product and we are going to use profit as a data field.
Now we will drag a field to the filters on this visual of the filter panel on Power BI. For example, we will drag the Product’s sub-category to the filter panel. When we will select any option from that, then it will reflect the respective value on the card visual.
We can select multiple choices too. When we select multiple choices it will show the filtrate profit value of the selected choices.
In this way, we can do a filter on a card visual in Power BI.
Power BI Card visual show 0 insted of Blank
In Power BI, when we select an option and if that option has no value then it will show as Blank on Card visual.
For example, here we have prepared a table having some product names and their sales with empty values like below:
Now we will create 2 visuals, one is a slicer visual where we will insert the Product column as a data field. And, another one is Card visual, where show the sales of the product:
We can see it is showing the Blank when we select the Table from slicer. As the table has no value. But we want to show 0 instead of Blank. So for this, we will create a measure that will show 0 if the item has an empty value otherwise it will show its actual value.
Total sales = IF ( ISBLANK ( SUM ( 'Product'[Sales] ) ), 0, SUM ( 'Product'[Sales] ) )
Then drag this measure to Card visual.
Let’s take another example by selecting an option that has sales value.
This is we can show 0 instead of Blank on Power BI Card visual.
Power BI Card visual Rounding
In a simple method, we can show convert the value in the Card from the actual value to make it round up. There is an advantage to make the value rounding i.e. it will save the spaces on Power BI Report page.
For example, here we have added a Power BI card chart that shows the actual value of Profit like this:
To make it rounding up, go to formatting pane > Expand the data label. Under the data label, there is an option for Display units. From there we will select Auto, and change the value decimal places to 0. We can see it will convert the actual value to a rounded value.
In this simple way, we can convert the actual value to a rounded value on Power BI Card visual.
Add decimal to Power BI card
Now we will see how to add decimal in Power BI Card visual. To implement this, here we are going to use an example that we have created previously i.e. Power BI Card chart rounding.
We can see that, it only showing the rounding value of the Profit. Now, we will increase number to 2 in Value decimal places. Then see the difference:
This is how we can add decimal places in our numerical value on Power BI Card chart.
Power BI Card Left alignment
In Power BI, the standard card visual or the default card visual doesn’t support this feature. But we can try third party visuals that will get from Power BI app source to fulfill this requirement.
Also, there is anotherway to perform this. We can use multi-card row visual instead of card visual. For example, if we use sales as data field in both card visual and multi-row card visual.
This is how to do Power BI Card left alignment.
Power BI Card text alignment
By default, the text is aligned as center on Power BI Card visual. But it is not allowing to alignment of whole text that visualize on card.
In Standard Card visual, we only alignment the title of the card visual. For this, go to format pane > Expand the Title option > turn it ON.
Here we are giving a Title to our visual.
This is how we can align our text ( only title ) to left,right or center on Power BI Card visual.
Power BI Card change text
In Power BI, now we will see how to change the text on a Card visual by following a easy step.
For example, here we have created acard visual that showing the profit of the products.
Then click on the down arrow of the Profit on fields panel. It will open with few options. Select Rename for this visual. Rename the data field. Let’s change the text from Profit to Total Profit.
This is how we can change the text on Power BI Card visual.
Power BI Card dollar sign/showing $ sign in Power BI Card
Now we will see how to show dollar symbol in Power BI Card. By default, when we use card visual to show the currency it does not come as Dollar, Euro, Chinese, etc.
For this, we have to format the column that we are using in Power BI Card. Let’s take an example, here we will create a card visual using Discount in data field.
When we click on the Discount( from sample data fields ), it will open Column tools. Under formatting we can format the currency field from general to Dollar like below:
Here select, $ English(United States) like below:
Now, you can see how the dollar sign appears in Power BI Card.
In this way, we can show our currency field not only with dollar, but also Euro, Chinese, Rupee, and many more.
Power BI Card show only date
In Power BI, it allows us to show date on Card visual. Let’s take an example of card visual that will show the current date. For this, first, we have to create a measure to show the current date.
Current Date = NOW()
Now we will use this measure on a Card visual. Then it will come like this:
This is how we can show only date on Power BI Card.
Power BI Card Count IF
Here we will see how to use Count IF function in Power BI Card visual. To implement this here are going to use our sample orders data.
So first, we will create a measure that will count the totalproduct(category i.e. Technology ) sold in a particular region( i.e. Central).
Total Product sold = COUNTAX ( 'Orders', IF ( 'Orders'[Product Category] = "Technology" && 'Orders'[Region] = "Central", 'Orders'[Product Category] ) )
Now we will use this measure in a Card chart.
On Power BI card, it is only showing the count of the product if that product’s category and region are same according to our expression.
From this Power BI Tutorial, we learned all about Power BI Card visual. Also, we covered all these below topics:
- What is Power BI Card visual?
- How to Add a Card visual on Power BI report
- Power BI Card formatting
- Conditional formatting Power BI Card
- How to do filter in Power BI Card visual?
- How to show 0 insted of Blank Power BI Card visual?
- How to do rounding up the value in Power BI Card?
- How to do format tooltip on Power BI Card visual?
- How to do number format on Power BI Card?
- What is drill through and how to do that on Power BI Card chart?
- How to show Percentage value on Power BI Card?
- How to do left align on Power BI Card?
- How to do Power BI Card text alignment?
- How to do change text on Power BI Card?
- How to get dollar sign on Power BI Card visual?
- How to show only date on Power BI Card?
- How to add decimal to Power BI Card?
- How to use CountIF in Power BI Card visual?
- Power BI Measure Sum and Subtract Example
- Remove blank from Power bi slicer
- Difference between USERNAME() and USERPRINCIPALNAME() in Power BI Dax
- How to create and use Power BI Bookmarks
- What is the difference between calculated column and measure in Power BI
I am Bijay from Odisha, India. Currently working in my own venture TSInfo Technologies in Bangalore, India. I am Microsoft Office Servers and Services (SharePoint) MVP (5 times). I works in SharePoint 2016/2013/2010, SharePoint Online Office 365 etc. Check out My MVP Profile.. I also run popular SharePoint web site EnjoySharePoint.com