Visualizing Status Tracking Data in Power BI
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- čas přidán 2. 07. 2024
- In this video I show how to create a status tracker. This super useful visual can for example be used to show in what stage of the sales funnel a potential client is, or at what stage in the delivery process a package is. Step by step I go over the different visualisation tricks to set it up, using only native visuals in Power BI.
Enjoy this video and subscribe to always stay updated on my favorite Power BI tricks :)
Download file here datatraining.io/powerbi-how-to
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⏱️ TIMESTAMPS ⏱️
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00:00 Intro
01:11 Create a table with all stages
02:05 A Line Chart to start with
04:19 Correct order of all stages
05:40 Fill until the current stage
09:27 Add check marks
14:49 Refining the Design
16:53 Adding additional Metrics
20:18 End
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*Bas, your creativity knows no bounds; I'm continually amazed at the limitless possibilities you bring to life.*
Totally agree 👍👍👍
thank you for the kind words - so nice to hear 😊
Completely agree 👍
I had been appraised from my management using your dashboard design ideas
Cool
Visually minimalist, but very efficient and intuitive. Very good!
Thank you! 😊
please continue to keep making videos! I love the real life application you provide with these builds.
definitely will
Great video, as always!
Tip: if you create the disconnected table with curly brackets via DAX expression, you can use the normal sort by function in the column settings.
CurlyTable =
{
("Ordered",1),
("Shipped",2),
("Delivered",3)
}
will give you the table; the columns can then simply be renamed afterward.
thank you! didnt know 😁
Your teaching is great, thank you very much for this new knowledge.
Love it as always ! Thank you from France 🙏
You are incredible! This helped me a lot! Thank you so much for sharing your knowledge this way!
Love seeing your new content. I will definitely use this in my work. Cant wait for the next amazing video.
awesome 😎👊
Bas, I made it. Thank you for this new visualization. I want to show you what I did but I can't paste it here. This is really amazing to use.
Brilliant solution as usual!
Really great job! Congrats! Tks for sharing.
thx! 😊
Incredible. Just incredible. BAU with your videos.
Wht a brilliant man. Thank you❤
At the end, I was a WOWWW. Thanks, such an amazing creativity
Thank you so much 😀
Tremendous, loved to learn from you.
That was AMAZING!!
Really it is amazing , all your designs are amazing and out of box thanks man
Thank you so much 😀
You are crazy man! Absolutely awesome and so creative! Great, thx! Love Ur channel!
Thank you so much for watching again!😀
Great job! You have demonstrated a very interesting use case and shown great creativity. Well done and congratulations! :)
Thank you so much 😀
You are a inspiration
Amazing job. Thanks for sharing with us
Thanks for watching
Schitterend, zoals altijd!!
dankjewel! 😊
another feather in the cap BAS, thank you for sharing
thank you for watching and because of you I now know what another feather in the cap means 😅😁
Brilliant ❤ thanks for sharing
Coolest hack I have seen in long while.
This is very handy thank you!
😊 thx for watching
Love the content 👌...
Thanks for sharing 👍
😎👊
I love it. Amazing!
🎉😁
I would like to implement in my recruiting dashboard. This will be a great insight.
awesome 😎👊
Great as usual!
Like to have a same tracking for client retention for membership, show the date that client renewed their membership as lable
Nice clean design
Glad you like it! 😊
Absolutely Genius!
😎👊
I am sending a petition to Microsoft let’s change the name from PowerBI to BasBI lol you are a master of your trade, thank you I needed this.
haha I like that Idea ,.. can you also ask if they change the logo to my youtube pic 😂
Hi Bas wonderful work ! I learned a lot.
One small improvement can be done is that you either don’t show the check mark on the order status that is not achieved yet or show another check mark that means not done !
yea initially build it of a real example from a web store.. maybe better to have a different icon there
Thanks for this amzing video.
I would like to have the complete video which explains how the other elements in the report were created, in order to practice and develope ideas.
Thanks.
check the file (see download in description)
I switched companies about a year ago and they only used tableau. I missed all your videos because you helped me shine like a rockstar! Now that company is moving back over to PowerBi. Time to binge? Most likely!
tableau is also nice though, why does the company switch?
@@HowtoPowerBI I got a promotion and different teams. I’m sure people will still use both but Power Bi excels at matrixes which many of my reports utilize. Or should say use to utilize.
Amazing🔥Thanks for sharing your magic 🪄 ideas 💡🤩
😊thx!
Excellent video😍🤩 I wanted to make a request that there is a new feature that came in AWS i.e. AWS QUICKSIGHT which is also a data visualization tool . My kind request if you could make such innovative videos of how we can make the same visualizations in AWS QUICKSIGHT TOO
impressive! 👍🏻
your are excellent and very creative.
Thank you so much 😀
Impressive, I’ll try in my projects
awesome, have fun implementing it 👊😎
Excellent Video!! Do you think it is possible to create a flow chart with this approach? Because the free options in PBI marketplace are quite poor. Thanks for all the knowledge you share 🙌
Great work 👍👏
thank you for watching!! 😊
Amazing Bas 🔥 you re a Power bi wizard
🧙♂️😎
Excellent custom visual 😊
thx 😊 still a native visual though ;)
Hey Bas, great video as always!
I have a huge issue that seems evasive in Power BI... Change data capture, or showing new/changed records since last refresh. Think that would be a worthwhile video? Seems like something most of us could use. Thank you for all your help!
Brilliant
😊 thx!
Great stuff 👍
😊😎 thank you!
Next level 🔥
😎👊 thx
Another great visual built using native visuals. I can't get the highlight to equal 1 for previous stages in the order though, only the current status is calculated as 1.
Processing Highlight =
VAR _SelectedStatus = SELECTEDVALUE('Sales Order Lines'[StatusIndex])
VAR _SelectedStatusNr =
CALCULATE(
MAX('Processing Status'[Order]),
'Processing Status'[StatusIndex] = _SelectedStatus
)
VAR _Result =
IF(
SELECTEDVALUE('Processing Status'[Order])
Did you find a solution to that problem ? I have the same issue
I also have this problem, has anyone managed it?
I had the same issue, but I solve it using a FILTER+ALL in CALCULATE measure.
CALCULATE(
MAX('Processing Status'[Order]),
FILTER(ALL('Processing Status'),
'Processing Status'[StatusIndex] = _SelectedStatus
))
Now, we can see all status no matter what.
;)
@@victordelima7789 Thanks for your reply. I applied your DAX logic and it solved the issue I had. 👍🏼
@@victordelima7789 Thanks for share
Great idea from simple line visual that what makes it much more good content.
And one request from my side can you make short on how made that map to change according to the filter is it img url
you can already check the file (see download link in description)
Always a head turner visualization tutorial
thank you! 😁
Great video thanks! For some reason when I use a legned, the lines disapper between the diffarent categories, any idea why?
Thank you Bas for this great lesson again!
If you want to put the date on top of each round, can you do it with an additional measure?
Thank you anyway!
I tried but I did get it, impossible to put the shipment Date on top! Which measure should I use ? Thanks for your great job and support!
Hi Bas, is it possible to make a web service monitoring dashboard in power bi? Like showing the status of each selected service if its up or down as a graph within the selected range of time.
Danke!
Thanks a lot for the support:):)
Awesome..
Thanks 🤗
Need a video on a time tracker like this. For example: estimate completion date and today’s date
Btw thank you very much these videos are amazing
like a gantt?
Maybe one progress bar with runs as a timer (but for date) no need to change the data, it just adjusts with today's date @@HowtoPowerBI
omg... this uber incredible. top design and idea. i am sorry but will be copying!
have fun implementing 😉
Awesome
😎👊
Very nice, but limited to the icons and emotics, but can it be done with PNG (base64 encoded) ?
Awasome 🎉🎉
thank you!!! 😊
Great video, I particularly liked all the small formatting details. There is one detail that bugs me though. When one hover over the visual it says dummy this and dummy that. Would a custom tooltip be the best option here?
Yes go for a custom tooltip :)
@HowtoPowerBI This is a great video, as always!😊
I downloaded the PBIX file and played a bit with the visual. As the purpose was to show a status with no interaction, using embedded SVG in DAX could be a relevant case for this scenario. Thus, I was able to reproduce the same visual with more advanced features like different circle sizing and checking only the right status. Watching your videos inspires me a lot in my Power BI developement.
Again, thanks a lot for sharing your valuable knowledge. I really appreciated it
Keep it up!!
thats awesome! 😎👊
Great Tutorial Bas, Are you using the latest PowerBI version for this? Let me know before I give it a go. Thanks!
Time of recording was october so that is the version used in the video :)
Dataset for practice BAS please , Btw awesome innovative work👏
See description
You really excelled in this video, but we need other cases of such a wonderful example. Frankly, I did the same idea, but the example is different and in a different, more complex way.
Can I show you my work and you can give me your opinion?👍
sure, reality usually is a bit more complex ;) .. where did the extra complexity come from?
Marvelous !! C9ngrat!! There is impossible to power BI?
Have been looking on how to achieve this....🎉🎉🎉
nice timing then 😁
This is breaking my brain.
😂 hope your brain recovered over the weekend
Hi, I enjoy watching your Power BI tutorial videos and find them very impressive. I'm looking for a shipment video tutorial, but I couldn't find it on your CZcams channel. Where can I find a shipment tutorial video?
got a lot of videos on visuals that can be used for shipping, but not necessarily with a logistics application
@@HowtoPowerBI thankyou for your response, Bas! How do I connect the shipment ID with its status?
Hi Bas, thanks for your content.
I have a problem with the Dummy Line Highligth metric because in the line chart it only shows me the marker where the data is located, and not the whole line as in your video. Do you know what it could be?
Regards
Any luck fixing this? I’m having the same problem…
@@zoewebb8060 same problem huhu
Several days ago I thought I would like a tracker in my report. Just like that you post this video. Thank you! One issue I am having is I only highlight the max status not the previous steps. When I replace the VAR _nr with a number like 3 it works. When I use the VAR it only highlights the max status.
I had to create a measure calculate table of the order column to get the data to drop into the tooltip. Then sort by tooltip. If I sorted the status table in any way it only displayed the current step and not the previous.
Will you please share your solution here, I am facing similar issue@@davidmoe4167
@davidmoe4167 I also get this - did you work out the solution? VAR _NR is correct, but it doesn't work??
I had to create a measure calculate table of the order column to get the data to drop into the tooltip
@@davidmoe4167 how to do that? Can u paste the simple code for that?
Hi, how could I create the same graphic with the flags?
Hi Bas, please share the data in csv or xlsx format. I want to try this dashboard at my own. 🙂
Can someone explain the last part (if condition) of the demo line Highlighy measure.
Super interesting video! Where can I see or download the sample data used in the video??
download link is in the description of the video
I wish sometimes Bas was my neighbor. My power bi skills would have be an absolute beast
😂 I don't talk much about power bi with my neighbours to be honest .. just don't want you to get disappointed when you move into the house next to me 😉😁
There is only word to say, W O N D E R F U L
T H A N K Y O U ! 😊
Hi Bas, your video was especially helpful for my task. I am having trouble with the color of the line highlight. Currently only the marker shows a different color and not the line before it. My visual looks like a grey line with grey markers and if the value was in the second position (sent) only that maker is blue. the line to the left of that marker looks grey still. If anyone can please help I would greatly appreciate it
I have the same issue. And i see here a lot of people are facing the same problem. Were you able to solve it?
Great video as always, Bas!! Also, is your beard shorter? :)
😅 yea slowly got shorter with every barber visit lol .. maybe i should grow it for christmas ;)
@@HowtoPowerBI grow it back - the channel would not be the same without a proper beard :) Also, make more PowerApps videos, please!
Nice hack to put the data labels on top of the markers! 🤯 I was just miffed about PBI not able to do this (but Excel can) last week.😞 Thank you for making me a happier guy, Bas! 👍
😁 yea powerbi has still some catching up to do here and there
"Why does the highlighting of metric values behave abnormally when I use an imported state dimension table? For instance, when in the second stage, it only highlights the corresponding second stage =dummy."
Hey Bas, that was an AMAZING video, well done. Creativity jumped on a totally new level! :)
But I have a serious question. I work as a Power BI developer, but this outcome made me confused. So, let's dive into:
So I decided to recreate your solution. First, I created manually a "Shipment Data" with two columns -> Shiment Order and Shipment Status (no suprise). Then, I created a second table '"Status" with two columns (very important to note: I manually entered both columns).
Then I started to built the chart. I put a dummy measure to create a line + Status Name on Y axis. Worked perfectly! Then I created a "Dummy Line Highlight" measure. And the magic happend.
When I dropped "Dummy Line Highlight" measure on a chart only markers were colored (depending on status of course). Line remained grey does not matter what status of order was.
I was thinking what I am doing wrong... I spent 30 min to figure out but I gave up and started everything from scratch. I decided to follow you as close as possible.
And what happend? When I got to the point when I gave up before it started to work! Lines also had the right colors. So, where was the catch ? (It's only my thought) ->"Status[Order]" column is a calculated column (SWITCH function used) in your solution however I inserted this column manually, and that was the reason why solution did not work... To be honest I don't know why it happend?
Any thoughts? Your help is highly appreciated especially if everyone else in your channel would also like to replicate this solution.
Many thanks and keep it up!
I did a further analysis and what I noticed, your solution stops working when (colored line), when next to Status[order] column is the duplicated column but entered manually. Once I deleted this manual column solution began to work properly. Any ideas, why it happens ?😢
This same thing is happening to me.
Using SWITCH instead of Power Query fixed it for me too!
Great one. Creating complicated Dax formula would affect the performance. So is it ok to convert the data structure as per our need with python then put it inside the data model will not affect the performance. Correct me if am wrong
you will need a bit of dax though :) , even if it is a simple sum. It can make sense to precalculate parts in a calculated column/table to have a less complex / faster measure
Thanks for the video. In my own case i have 17 different client with different deal status stages, the disconnected table i created has all the different stages for all client so after adding the measure only the current stage was highlighted but i still have all the stages for all client making my x axis look rough. Is there a way that upon selecting a client name from my main data table let only the stages for that client from the disconnected table be visible?
you could write a filter measure and use that as a visual level filter to get rid of the stage that do not apply for a certain client
Great video
I am unable to add order in tooltip. Please advice
thanks! not sure why you cant 😯
This is a great idea and I tried to do this to display projects progression through project stages but unfortunately it showed every project as the last stage and I couldn’t fix it. Any wizards got ideas why it would do that?
maybe cross check with the file from the video? (see download link in description)
done and fixed =) thank you!
@@HowtoPowerBI
Is there any way to integrate chat gpt in our power bi report ?
Why MAX function not working for me as it created 2 lines instead of one. now i have gray line & purple line
Hi can you please create any visual to show time and date in x&y axis
dates on y axis ? .. why would you want that?
Thanks a lot, But I have a problem,my "dummy highlighted"
don't choose all the stage, it's just choosing a one. Forexample: Only Delivered is highlighted, not the first,second and third.
I have the same issue
Many Thanks for the video. I am beginner in Power BI. This has helped me a lot.
One problem I am facing, I am able to get the status but my line graph is not getting filled up till the status.
It just Fills the color of the MARKER., does not fill the entire line.
I already have spent 2 hours trying to figure it out. Kindly help !!
I got the same issue. Have you found how to fix?
Same here, you figure it out?
I am facing the same issue
FACING THE SAME ISSUE, SOMEONE PLS HELP
Hi Bas, why when we use the IF statement into the Dummy Line Highlight the X shows only the status until the ID selected and when we just pass [Dummy] without the IF statement the graph show all status?
Why this happen?
the dummy returns 1 for each available status (the gray line and markers). the highlight measure overlaps the dummy one and because its if statement only returns a 1 for each status below the current status of the order, it shows up in a different color :) hope that helps
@@HowtoPowerBI Thank You!
In my opinion, the checkmark measure should return an empty string for the non completed stages.
yea, was thinking about that one as well. I believe the web store I based it on had it like this - but its an easy edit
Can we add custom icons instead of checkmark?
any unichar works
Great Video, I modified the formula to work for my use case however it is still very close to the original but I get a 1 for every status but the actual status of the shipment. Which makes the visual look a bit odd and I can't figure out why. Anyone got an idea? Dummy Line Highlight =
VAR _Selected_Status = SELECTEDVALUE(Seafreight[Status])
VAR _Selected_Status_Nr =
CALCULATE(
Max(Code[Order]), Code[Status] = _Selected_Status
)
VAR _Result =
IF(
SELECTEDVALUE(Seafreight[Status])
in the line chart when i choose a product it highlight the marker with a different color but the line stays gray
SAME PROBLEM
I've tried this tracker but my progress bar is only highlighting the current status and not highlighting the finished statuses. Would you mind helping me with my issue?
SAME ISSUEEE
@@myskr-ds6qk Found anything on that?😢
I created similar example but it is highlighting only one status (latest) not all previous statuses , please advise how to fix
Same here - did you work it out?
Any luck on fixing this issue?
ANY SOLUTION?