Original subtitles

All right.

Really excited about this next demo.

And when I talk to you about cards and it doesn't sound that exciting but trust me it's pretty cool.

So we've got three types of cards that you'll find in here.

Single row or regular card looks like a one to three icon a multi-role card and my personal favorite

the KPI card.

So these are all great ways to draw a lot of attention to very big or very important numbers or KPI.

Keep performance indicators.

And let's start with our basic card and it's a very simple object requires one field input.

OK.

So let's go into sales and if her focus right now is on revenue go ahead and bring revenue into the

fields box.

And there you go.

You have literally just created a card that's it one step and you're done.

There aren't even really many formatting options for cards as well and give it a little background change

the font.

But for all intents and purposes that's it as far as cards are concerned.

Now instead of deleting this and adding a new visual with the card selected I can change the visual

type to a multi row card.

And it changes the format that look and feel a little bit.

And more importantly it now allows me to drag in additional fields like total orders for instance and

kind of show them side by side.

If you resize they'll stack differently.

So again it's a nice way to just literally draw attention to individual numbers in your report.

So cards and multi-role cards are fine and we'll use them in a couple of different cases.

But in this lecture I really want to focus on K.P. eyes.

So we're going to insert this KPI.

Got the up Green Arrow and the down red arrow.

And this is not only going to allow us to show the big important number but it's also going to integrate

elements of trending and positive or negative performance all within the same view in a really nice

clean visual way.

So let me show you what I mean by that.

We're going to focus on revenue as a key number here so I'm going to take total revenue.

I'm going to drag it into the spiel that says indicator.

OK.

And it doesn't do anything just yet because the KPI card needs some more inputs.

Fact it says right here it needs a value and a trend axis.

So what does that mean by Trend access.

Well it means that you care about total revenue but instead of just showing the overall total revenue

number in which case you use a regular card what time period are we interested in.

At what level do we want to show the trending performance and what current period do we want to be reflected

in this card.

So we're going to need a date related field to drill into our calendar and this will just determine

the level of granularity that we want to show revenue trending within the card.

Now I think month is probably a good level it's not too granular it's not too broad.

So we're going to take start of month and drop it into the trend axis and check that out without even

doing anything else.

It's already given me a really insightful view here showing that revenue trend in the background over

time month by month as well as the current month revenue total.

Big and bold right in the center of that card.

So remember that trend access not only determined that trending area in the background.

It also determined what time period this number reflects And since we're trying at the monthly level

this revenue shows current month and to validate that we can actually insert a matrix just for a little

keyway.

I actually find myself doing this kind of thing quite a bit and we can pull in total revenue to the

values and that same start of month into our rows and remember how it kind of automatically creates

that hierarchy just want start of month.

And there you go.

So you can see that the latest month drove 1.8 million dollars of revenue which is reflected here.

So so far so good.

But you'll notice that the KPI card takes one Morefield.

It's optional but it takes it.

It's called the target goals field.

And what this will do is add one more layer of insight here and indicate whether this 1.8 3 million

monthly revenue figure is good or bad and how we define good or bad is a function of whatever we use

for the target goal.

Now there are two options that I can think of off the top of my head that would be valid choices for

a target goal.

Number one is our revenue target that we actually defined.

And if you recall looking at the DAX it's our previous month times 1.1.

Basically a 10 percent lift over previous month.

Now we're going to be using these targets for both orders and revenues on the product specific page

a little bit later on.

So I'm going to hold off on that one for now.

And in this case for this KPI card what I'm going to use as my target goal is just the previous months

revenue.

So when we drag it in and drop it into Target we get that nice little check mark in all formats to a

nice green.

And it also shows me the value of that target goal which is previous month revenue 1.7 seven million

which again we can confirm and validate here in our little matrix view.

So that's a KPI card.

Fantastic way to draw a lot of attention to the most important numbers for your business and since Adventure

Works is very much interested in their revenue in order volume and in their returns.

I think it makes sense for us to create cards to capture those three eyes.

So no need to reinvent the wheel.

Let's copy this one

paste another version down here and instead of revenue we're going to basically go through the same

process for total orders swap in orders instead of revenue instead of the target goal being previous

month revenue.

We want previous month orders and there you go.

You can also put orders into our matrix to help QAD that field as well total orders.

OK.

So current month total orders 21 46 which is correct.

And it's just barely down less than a percent compared to last month 21 65.

So essentially flat but a little bit down month over month here.

So now one more we're going to copy the order one paste it one more time and this time I want to show

a KPI card for returns.

So you know the drill at this point we're going to go into our returns table this time grabber total

returns swap him in for total orders.

Get rid of the order target and pull in previous month returns.

Now wait we've got fewer returns and it's formatting read as if that's a bad thing.

And the fact is fewer returns is good.

We want to see it dropped in returns month over month.

So no fear.

There's actually a very easy way to change that and that's to go right and or formatting options.

Color coding direction.

So you know it says High is good.

Just change it right to low is good.

And now if it's a drop month over month that's a good trend.

So there you go now you've got KPI cards for revenue for orders for returns.

We can go ahead and get rid of our matrix here.

And last thing probably should have done this first.

Let's go ahead and just change the titles here instead of this word.

Total revenue and previous month revenue.

Let's just call this monthly revenue let's name this one monthly orders

and finally monthly returns and the final step is just to arrange things in a way that looks nice.

I think in this case try to create some room here and I really want to focus on revenue as the number

one most important KPI.

So I want this one to be kind of larger and then and maybe we put orders

appear in the top right and returns in here and I'm obviously squishing things in because we've got

more visuals that we'll be adding shortly.

And again you can kind of justice as you see fit but for now I think something like this will do just

fine.

So there you go.

We've created this pretty simple yet pretty impactful way to show the most important business metrics

for venture works revenue returns and orders.

So there you go.

Great demo of how to use KPI cards with goals to draw attention to the most important metrics for the

business.