How to Create Up and Down Arrows in Power BI Reports

By Imran Burki | January 30, 2018

How to create up and down arrows in power bi reports

A frequent request for dashboards and reports is the ability to display an up or down arrow based on a threshold. It would be nice if the KPI Scorecard in Power BI gave us this capability out of the box. The KPI Scorecard is a great visual, however, if you want just an arrow to display a trend, there is nothing out-of-the-box to provide that in Power BI. I came up with a simple solution to this problem. Read on as I explain how to create up and down arrows in Power BI Reports.

In this visual, you’ll notice that there is a green arrow pointing up. We’re going to recreate this arrow option in Power BI.
Green trending arrow.

1) Create a new Column called “Arrows for Revenue Net Income” with the following logic. In my example, I’m taking the percent difference between this year vs. last year’s Revenue and determining whether or not it is on or off target. The SWITCH statement is similar to an IF statement but it is much cleaner to implement. You can create as many expressions within the SWITCH statement as required but I’ve only included two: one for an up arrow and one for a red down arrow.

Arrows for Revenue Net Income YTD = SWITCH(
                          TRUE(),
                         
                   'Sales'[Net Income % Diff] <= 0, UNICHAR(128315),
                   'Sales'[Net Income % Diff] >= .010,UNICHAR(9650),
              BLANK()
             )

 

In order for us to get the arrows, we need to enter Unicode characters in the SWITCH statement. I wasn’t familiar with Unicode characters so I just went on Google to figure out which ones I needed.

2) Next, drag and drop the column onto the canvas and select the Table object in Power BI.
Drag and drop the column onto the canvas and select the Table object in Power BI.
3) By default, the arrow is black rather than green as we required. There is no green up arrow in Unicode so we’ll need to change the font color of the arrow in Power BI to green.

Changing the font color in Power BI to create a green trending arrow.

 

And that’s how easy it is to create trending arrows in Power BI!

Related Posts

Recommended Reading:

5.27.22 Dynamics GP

How to Run Drop Ship Sales in Dynamics GP

Need to Invoice the Customer before you get the invoice from the vendor? This The freight forwarder has contacted you […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Protecting G/L Accounts From Being Deleted

There are a lot of exciting New Features in Dynamics 365 Business Central 2022 Wave 1 Release to get excited […]

Read the Article
5.25.22 Financials

Rounding Numbers in Power Automate

  If you’ve ever tried to round numbers in Power Automate, you have probably already run into the issue there […]

Read the Article

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X