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.

   

   Image 4: Hierarchy Field

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

Image 5: Sparkline Field

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

Image 6: Values Field

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

Image 6: Fields Data Field

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

Image 7: Tooltip Field

Let’s start by customizing the Performance Flow visual with Key Features