Chapter 8 · 7 levels
Visuals that answer the question
Choosing the visual from the question (table, matrix, bar, column, line, card, KPI), tables versus matrices, cards versus the KPI visual, the measures a target needs, design rules for clear pages, and when a custom visual from AppSource is worth it.
StartA correct measure in the wrong visual still fails the reader. Harbor & Pine’s managers open a report for a few seconds and leave with one impression; the visual decides what that impression is. A trend hidden in a table, a total split across a pie of twelve slices, a bar chart whose axis starts halfway up: each one tells a story the numbers don’t support.
This chapter starts from the question, not from the chart gallery. You match questions to visuals (table, matrix, bar and column charts, line charts, cards and the KPI visual), decide when a matrix’s subtotals earn their place, and when a plain card is enough versus when a value needs a target and a trend. You write the DAX that a target visual needs, review a chart that breaks the design rules, and learn what to check before adding a custom visual from AppSource.
The questions are quizzes with real charts drawn from the store’s data, and the measure levels run in the same practice report as the rest of the track, with a DAX engine built for this site. Every lesson names the exact place in Power BI Desktop where you’d do it for real. The boss level builds the three numbers behind a monthly sales KPI: sales, target and attainment.
Levels
- Choose the visual from the question
from Brian Coleman, Operations Director
visual choice, card, line chart, bar chart, table visual, kpi visual
- Table or matrix?
from Ashley Turner, Finance Analyst
table visual, matrix visual, subtotals, hierarchy, drill down, conditional formatting
- Sales against a target table
from Heather Morgan, Sales Planning Manager
target, lookupvalue, sumx, values, kpi visual, divide
- Fix the chart before it ships
from Justin Rivera, Marketing Director
design rules, truncated axis, chart titles, colour, layout
- Custom visuals from AppSource, safely
from Olivia Bennett, IT Security Lead
custom visuals, appsource, certified visuals, organizational visuals, data privacy, performance
- Boss: the numbers behind a monthly KPI
from Marcus Bell, Head of Sales
kpi visual, target, sameperiodlastyear, divide, line chart, boss