> For the complete documentation index, see [llms.txt](https://docs.xviz.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xviz.com/performance-management/performance-flow-introduction/get-started.md). # Get Started This section features the steps to get you started with xViz Performance Flow. xViz Performance Flow is a custom visual in Power BI. The first step to using Performance Flow is to add it to the Power BI canvas before we start working on it. ## Overview of Key Components:

*Image 1: Components in xViz Performance Flow*

Here's a breakdown of its key elements: ### Toolbar 1. Map Fields: Show additional details using the Map field. 2. Design * Orientation: Ability to change the direction of flow of the visual. * Layout: Ability to change the way leaf level nodes are arranged in the hierarchy. * Template: A bunch of interesting, predefined templates for the view of the nodes. * Display: Provides a range of formatting options to customize the visuals. * Autofit: Provides the various options to fit the canvas view optimally. 3. Sparkline: Visualize the trend of the KPIs. 4. KPI/Variance: Provides a KPI value for each node along with its variance compared to a benchmark or reference value. 5. Links: Displays the relationships between nodes with additional connectors. 6. Analyze * Conditional Formatting: Highlight nodes using data-driven rules. * Notes: Display additional textual notes on nodes for the storytelling. * Search: Find specific text values within the hierarchical structure. * Filter: Filter the canvas view based on specific condition. * Filter Context: Allows to add descriptive notes to specific nodes for specific filter selections. 7. Reset: Reset all settings in the visual to default. ### Levels 1. Levels: Expand or collapse hierarchy levels based on level selection. ### Canvas Controls 1. Zoom: Zoom in and out the canvas view for better readability. 2. Mini Map: Provides an overview of the entire visual for easy navigation. 3. Expand All: Fully expands all hierarchy levels. 4. Fit: Automatically adjusts the visual to fit within the available space. ## Setting Up Performance Flow: ### 1. Add Visual Click on the Performance Flow icon from the Visualizations pane to add visual to the canvas. Resize it to fit your needs.

*Image 2: Click on the Performance Flow icon.*

### 2. Populate Data The visual supports two kinds of hierarchical structures. Id & Parent Id Structure and Multiple Category Structure. 1. Hierarchy Field & Parent Field * Id & Parent Id Structure: Populate Hierarchy Field with Id column and Parent Field with Parent Id column.

*Image 3: Hierarchy Field &*
*Parent Id Field*

* Multiple Category Structure: Populate Hierarchy Field with at least two columns.

2. Sparkline: Populate the Date or Time series column to show the trend.

3. Values: Populate Numeric column or DAX Measure to display KPIs.

4. Fields: Populate the multiple columns to for the additional details.

5. Tooltip: Populate additional columns to display information on tooltip.