1

Load tables

Launch the PowerBI App and load as many data tables as you wish.

2

Create a report heading

Select Text Box
Type and format your report heading.

3

Add dashboard metric: total quote amount

Select the card icon in Visualizations.
Choose the data field to display on the card, e.g., quote amounttotal.

4

Filter data for current month

Select your card.
Go to Filters > Advanced filtering
Under the heading “Show items when the value”, select contains and [current month]
Click apply filter.

5

Add metric: average quote amount

Copy and paste the card you just made.
To change from sum of quote amount to average quote amount, in the Fields dropdown, select Average.

6a

Add metric: total accepted quote amount

Copy the Sum of amounttotal card.

6b

Add quote status as a filter
Go to Filter type > basic filtering
Select Accepted only.

7

Add metric: new enrolments

Add a card (follow Step 3)
Select courseenrolmentid with the Count option.
Filter the data for the current month (Step 4).

8

Add metric: active course offers

Add a card (follow Step 3)
From the course offers table, select course offer id.
Add course offer status as a filter.
Go to Filter type > basic filtering
Select Active only.
Filter the data for the current month (Step 4).

9

Add titles to metrics

Refer to the Design of Graphs tutorial.

10

Change colour based on values

Select a card, e.g. Active Course Offers.
Under Visualisations, click on Format visual
Under the Callout header, click the fx button.

10a

Enter minimum and maximum values and colours.
Click ok.

10b

Now the formatting has been applied to all cards. We can see that the Total Quote Amount and Average Quote Amount values are above average. The New Course Enrolment and Active Course Offers are about average, and the Total Accepted Quote Amount is below average.