Support & Documentation
Get help with any SmartVisuals custom visual for Power BI
Contact Support
Response Time
We respond within 2 business days. For urgent issues, include "URGENT" in the subject line.
Report a Bug or Request a Feature
Every report is read by the developer of the visual and gets an answer within two business days. Use the public board when others may hit the same thing (and can vote for it); use e-mail when the report needs your data or files. To get a fix fast, include:
- the visual and, if you know it, its version
- where it happens: Power BI Desktop (with its version), the Power BI Service, a mobile app, or an export to PDF or PowerPoint
- what you expected and what you see, ideally with a screenshot
- the field mapping, or a small anonymised .pbix that shows the problem
Fixes ship as updates through Microsoft Marketplace and install automatically; the version that carries a fix is named in the reply and listed in the release notes.
Choose Your Product
AI Chatbot
Conversational AI for your reports
Gantt Chart
Project timelines & dependencies
Radar Chart
Fair multi-dimensional comparison
Cohort Retention
Retention triangles without DAX
News Ticker
Scrolling headlines & alerts
Pareto Chart
80/20 analysis, ABC zones
SmartVisuals Research
Likert, crosstab & NPS in one visual
Crosstab
Banner tables with significance letters
Likert
Diverging survey batteries
NPS
Net Promoter Score with its statistics
Venn & UpSet
Set overlap for multi-select data
Slope Chart
Before and after, slope and dumbbell
Tornado
Sensitivity, butterfly and pyramid
Bullet Chart
Actual against target and forecast
KPI Weather
KPI status as a weather forecast
Scoreboard
Any comparison played as a match
Calendar Heatmap
Daily values as a calendar heatmap
Countdown
Deadlines, countdowns and days since
General Questions
SmartVisuals AI Chatbot
1. Install the Visual from Microsoft Marketplace
AI Chatbot is published in the Microsoft Marketplace marketplace as SmartVisuals AI Chatbot. Open the listing and click "Get it now", or search for "SmartVisuals" in the Power BI visuals gallery, then click "Add" to install it. You can also download the .pbiviz file and import it manually.
2. Optional: Use Your Own AI API Key
With a license key the chat works straight away on SmartVisuals AI (included), no API key needed. If you prefer your own AI account, choose your provider under AI Provider in the format pane and paste an API key from one of these:
- OpenAI: platform.openai.com/api-keys
- Anthropic: console.anthropic.com
- Google AI: aistudio.google.com/app/apikey
- xAI (Grok): console.x.ai
- Azure OpenAI: portal.azure.com - Requires Azure subscription with OpenAI service enabled
3. Enter Your License Key
After adding the visual to your report, open the visual's format pane in Power BI. Navigate to the "License" section and enter your SmartVisuals license key. You can get a free license from our AI Chatbot page or purchase a paid plan from your dashboard.
Frequently Asked Questions
Troubleshooting
"Invalid API key"
Verify your key is correct and has sufficient credits. Make sure you're using the right key format for your selected AI provider.
"Network error"
Check your firewall/proxy settings. The visual needs access to smartvisuals-api.vercel.app (license check, SmartVisuals AI, and the relay for Anthropic and Google keys) and, with your own OpenAI, xAI or Azure OpenAI key, to api.openai.com, api.x.ai or your-resource.openai.azure.com.
"License expired"
Renew your license at smartvisuals.io/dashboard
Accessibility
| Tab | Moves between the message box, the send button and the menu button. |
| Enter | Sends the question typed in the message box. |
| Shift+Enter | Starts a new line in the message box without sending. |
| Enter or Space | Opens the link on the license screen and the call to action under Instant Insights. |
| Escape | Closes the conversation history window and the chart image window. |
| Ctrl+K | Clears the chat (Terminal theme only). |
| Ctrl+L | Moves focus back to the message box (Terminal theme only). |
- Reduced motion — When the operating system asks for reduced motion, animations and transitions inside the visual are switched off. Message animations are also off by default (Interface > Enable Animations).
- High contrast — When the system asks for more contrast, every message gets a solid outline. Buttons and text fields show a 2px focus outline in the text colour. Colours otherwise follow the selected theme; the visual does not switch to the Power BI high-contrast palette.
- Screen readers — Questions and answers are plain text on the page, in reading order. The conversation history opens as a labelled modal dialog, and the menu and send buttons carry their names in the interface language.
- Context menu — Right-click (or the context-menu key) on the chat opens the Power BI context menu. Inside the message box you get the normal text menu for copy and paste.
- Languages — The interface is in English, Czech, German, French and Spanish (Language > Interface Language). Answers follow the language of your question, or the Chat Language you set.
SmartVisuals Gantt Chart
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery). Then drop in the three required fields and add optional ones as you need them:
- Task, Start Date, End Date — required; this alone renders the chart
- Parent Task — builds the collapsible work-breakdown hierarchy with rollup summary bars
- Dependencies — comma-separated predecessor tasks; enables dependency arrows and critical path (premium)
- Progress % — progress fill inside bars and rollup progress on summaries
- Baseline Start / Baseline End — plan-vs-actual ghost bars with slip in tooltips (premium)
- Category / Group — color coding with an interactive legend
- Grid Columns — up to 3 sortable data columns (Owner, Status, Cost…) next to task names (premium)
Licensing
The Gantt Chart is licensed through Microsoft Marketplace with a per-user subscription — there is no license key to enter and no account on this website. The licensing model is designed to never block your report:
- Everything is unlocked while you author or edit a report, so you can try all features before buying
- Free features always render for every viewer — hierarchy, milestones, themes, zoom, legend, and more
- A per-user license is only needed for premium features in reading view: dependency arrows, critical path, baseline comparison and grid columns
- Licenses are purchased and assigned through Microsoft (first month free); the visual unlocks automatically for licensed users
Troubleshooting
Bars don't show up
Check that Start Date and End Date are actual date/datetime fields (not text) and that End Date is not before Start Date.
Hierarchy doesn't group tasks
The Parent Task value must exactly match the Task name of the parent row. Tasks without a parent appear at the top level.
Dependency arrows or critical path missing
These are premium features: they render in edit mode for everyone, but in reading view they require a per-user license purchased through Microsoft. Also check that the Dependencies field contains task names separated by commas.
Premium features locked for a viewer
Make sure the viewer has been assigned a license in the Microsoft 365 admin center under Billing → Licenses.
Accessibility
| Tab | Moves focus into the task list. The whole chart is one tab stop; focus returns to the last row you used. |
| Up / Down arrow | Moves to the previous or next row and scrolls it into view. |
| Home / End | Jumps to the first or last row. |
| Left / Right arrow | Scrolls the timeline sideways. |
| Enter or Space | On a task row, selects the task and cross-filters the report. On a group row, expands or collapses the group. |
| Ctrl+Enter or Shift+Enter | Adds the focused task to the current selection. |
| Escape | Clears the selection. |
- Screen readers — Each task row is announced as a button with its name, start and end date and percent complete, for example "Site survey, Mar 3, 2026 to Mar 14, 2026, 40% complete". Group rows announce their name, the number of tasks and whether they are expanded or collapsed.
- High contrast — In Windows high contrast mode the chart switches to the system foreground and background colours for bars, text, grid, arrows and the focus ring. Theme, report-theme and custom colours are set aside while the mode is on.
- Reduced motion — When the operating system asks for reduced motion, the bars appear without the entrance fade.
- Not colour alone — Critical-path tasks get a heavier outline and thicker arrows, overdue tasks a dashed outline, and milestones a distinct shape. The tooltip also spells it out: "Critical path: Yes", "Overdue: 3 days" and the baseline slip in days.
- Focus indicator — The focused row shows a visible outline when you move with the keyboard; mouse clicks do not trigger it.
- Context menu — Right-clicking a bar, a task row, a summary row or empty space opens the standard Power BI context menu.
SmartVisuals Radar Chart
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery). Two fields are enough:
- Axis — the dimensions of the radar (skills, KPIs, criteria…)
- Values — one or more measures, each drawn as a series; or one measure split by Legend
- Target — optional goal values drawn as a dashed polygon (premium)
- Pin the scale minimum and maximum in the format pane so slicer clicks stop rescaling the chart
Licensing
Licensed through Microsoft Marketplace per user ($1.99/user/month) — no license key, no account on this website, and the visual never blocks your report:
- Free forever: up to 3 series on up to 100 axes, every cosmetic option and the shared-scale controls (pinned minimum and maximum, start at zero, axis order)
- Premium in reading view: 4+ series, independent per-axis scaling and per-axis minimums and maximums, normalization, inverted axes, target polygon, zones, benchmark, reference line, conditional formatting, chart modes and small multiples
- Everything previews free in edit mode, so you can build the whole report before buying
Troubleshooting
The chart rescales when I click a slicer
That is the default auto-scale. Pin the scale: set an explicit Minimum and Maximum in the Axes & Scale card of the format pane.
Only 3 of my series render
The free tier renders up to 3 series in reading view. A per-user license (assigned in the Microsoft 365 admin center) unlocks 4 or more; in edit mode all series always render.
Axes with different units look wrong
Raw dollars, days and percentages don't share a scale. Turn on normalization (min-max, percentile rank or z-score) and mark lower-is-better axes as inverted.
Accessibility
| Tab | Moves focus to one data point. The whole chart is one tab stop; focus returns to the last point you used. |
| Left / Right arrow | Moves to the previous or next axis within the same series. |
| Up / Down arrow | Moves to the same axis on the previous or next series (in small multiples, to the previous or next panel). |
| Home / End | Jumps to the first or last axis. |
| Enter or Space | Selects the focused point and cross-filters the report. |
| Ctrl+Enter or Shift+Enter | Adds the focused point to the current selection. |
| Escape | Clears the selection and hides the tooltip. |
- Screen readers — The chart announces itself as "Radar chart" with a short hint on the arrow keys, Enter and Escape. Each point is announced as a button with its axis, series and formatted value, for example "Delivery, Team North: 82". In small multiples each panel is announced by its series name.
- High contrast — In Windows high contrast mode series, grid, axes, labels, target, zones and rule colours switch to the system foreground and background colours. Custom and report-theme colours are set aside while the mode is on.
- Reduced motion — When the operating system asks for reduced motion, the chart draws without the entrance animation.
- Not colour alone — In the default SmartVisuals theme each series gets its own marker shape (circle, diamond, square, triangle), and Marker Shape in the format pane sets one for any theme. The target polygon is dashed and has a dashed legend entry of its own.
- Languages — Format pane, field names, messages and screen-reader text are available in English and Czech, following the Power BI language setting.
- Context menu — Right-clicking a point, a legend entry, a small-multiple panel or empty space opens the standard Power BI context menu.
SmartVisuals Cohort Retention
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery). Two fields are the whole setup:
- Entity — who returns: customer ID, account, user…
- Event Date — when they acted; the visual derives cohorts, offsets and denominators from these two fields
- Value — optional revenue or amount, unlocking value retention, LTV curves and payback markers (premium)
- Segment — optional field for side-by-side cohort comparison with significance markers (premium)
Licensing
Licensed through Microsoft Marketplace per user ($1.99/user/month) — no license key and no account on this website. Unlicensed viewers always see the full free tier:
- Free forever: the count-based triangle, all four denominators, all three retention definitions, all three views, every theme, cross-filtering and keyboard navigation
- Premium in reading view: value retention (NRR), LTV curves, payback markers, segment comparison with significance, benchmarks, the age-vs-calendar panel, insights and retention projection
- Everything previews free in edit mode, so you can build the whole report before buying
Troubleshooting
Cells show hatching instead of numbers
That is by design: hatched cells are unobserved periods — a cohort that hasn't lived that long yet. Rendering them as 0 % would be wrong, so the visual doesn't.
A cohort shows its base count instead of a percentage
Low-base suppression: cohorts with too few entities show "n=…" instead of a meaningless percentage. The threshold is adjustable in the format pane.
Numbers don't match my spreadsheet
Check the denominator and the retention definition — the active choice is named in the status strip on the visual. Four denominators × three definitions answer different questions; your spreadsheet most likely uses "cohort base" with "classic" retention.
A truncation warning appears
Derive mode pages up to 1,000,000 entity-grain rows. If your model is larger, switch to pre-aggregated mode and feed cohort-period rows instead — the status strip tells you when rows were truncated.
Accessibility
| Tab | Moves focus into the triangle, which is a single tab stop per board, and then on to each line in the retention curves. |
| Arrow keys | Move one cell left, right, up or down in the triangle. |
| Home / End | Jump to the first or last period in the current cohort row. |
| Page Up / Page Down | Move up or down by as many cohorts as fit on screen. |
| Enter or Space | Cross-filters the report to the focused cell, or to the focused cohort line in the curves. |
| Ctrl+Enter or Shift+Enter | Adds the focused cell to the current selection. |
| Escape | Clears the selection. |
- Screen readers — The triangle is exposed as a grid with row and column headers. Each cell announces its cohort, its period and its value, plus its state when it has one: low base suppressed, partial period, payback reached, projected, not observable yet or no data. The curves, layer cake and age-vs-calendar panels carry descriptive labels, and each curve line is announced with its cohort name.
- High contrast — When Windows high contrast is on, the visual switches to the foreground and background colours Power BI provides. The colour scale runs between those two colours and every line and marker is drawn in the foreground colour.
- Not colour alone — Unobserved cells are hatched, cells with no data are dotted, partial periods are outlined, projected cells are dashed and italic, payback is marked with a diamond and significance with an up or down triangle, so no state depends on colour.
- Context menu — Right-clicking a cell opens the Power BI context menu for that data point; right-clicking empty space opens the general menu.
- Languages — The format pane and the text on the visual are available in English and Czech and follow the language of Power BI.
SmartVisuals News Ticker
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery). One field is enough to get a working ticker:
- Headline — required; a text column is all you need
- Badge — a short category label rendered as a coloured chip; the first eight badges each get their own colour picker, listed under your real badge names
- Value and Change — stock-ticker numbers with an up or down arrow; both follow the format string on your measure
- Image — an optional logo per item, stored in your model as a base64 data URI
No fields at all? Type an Announcement in the format pane and the ticker runs on that alone.
Licensing
The News Ticker is completely free. There is no licence to buy, no key to enter, no account on this website and no premium tier — every feature renders for every viewer, in every report. Install it and use it.
Troubleshooting
Items appear in the wrong order
The ticker follows the sort you set on the field. Sort your headline column by a dedicated order column (Column tools → Sort by column) instead of relying on the alphabetical default.
Images do not show up
The Image field renders base64 data URIs only — values starting with data:image/. Web addresses are deliberately not loaded, because fetching them would be an external call and the visual is built to stay offline and certifiable. A warning icon on the visual tells you when values were skipped for this reason.
The ticker does not scroll
Check whether Static Mode is switched on in the Ticker card. The strip also stops on purpose when the viewer's system asks for reduced motion, and while the pointer rests on it if Pause on Hover is enabled.
Exports to PDF or PowerPoint catch the strip mid-scroll
Switch Static Mode on before exporting. The ticker then renders a clean, complete frame instead of whatever position the animation happened to be in.
Getting around it with a keyboard
The whole ticker is a single tab stop. Press Tab once to enter it, then use the arrow keys to move between items, Enter or Space to cross-filter, and Escape to clear the selection.
Accessibility
| Tab | Moves into the ticker. The whole strip is one tab stop and focus lands on the last item you used; Tab again moves on to the Pause or Play button when it is shown. |
| Right arrow / Down arrow | Moves to the next item, wrapping from the last item back to the first. |
| Left arrow / Up arrow | Moves to the previous item, wrapping from the first item to the last. |
| Home / End | Jumps to the first or the last item. |
| Enter / Space | Cross-filters the report to the focused item. |
| Ctrl+Enter / Shift+Enter | Adds the focused item to the current selection instead of replacing it. |
| Escape | Clears the selection. |
- Pause and focus — While any item has keyboard focus the strip stands still, so the focused item can be read and activated, and a focused item that has scrolled out of view is brought back into it. Viewers can also stop the strip with the Pause button, and Pause on Hover (on by default) holds it while the pointer rests on it.
- Reduced motion — When the operating system asks for reduced motion, the strip does not scroll: items are laid out still and can be scrolled by hand, and a Play button lets the viewer start the motion on purpose. The one-off flash on changed items is skipped too; the accent bar that marks them stays.
- High contrast — In Windows high contrast mode text, badges, values, deltas, separators and the focus ring all take the system foreground and background colours. The edge fade, a custom background colour and the transparent background are switched off so nothing fades into the page.
- Screen readers — The visual is labelled News ticker and its items form a toolbar labelled Ticker items. Each item is a button announced by its headline, with the badge in brackets after it, for example Revenue above plan (SALES). The copies used to loop the strip are hidden from screen readers, and the Pause and Play buttons announce Pause ticker and Play ticker.
- Not colour alone — The direction of a change is shown by a ▲ or ▼ arrow next to the number, not only by green or red, and an item whose numbers just changed is marked by a bar on its left edge as well as a colour.
- Languages — English and Czech. Other Power BI locales show the English strings.
SmartVisuals Pareto Chart
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), or import the .pbiviz from the download page. One category and one measure are enough:
- Category — required; categories ranked by contribution (defect codes, SKUs, root causes). Add a hierarchy to drill
- Value — required; the contribution measure (count, cost, downtime). Add more measures to switch metrics or draw a second cumulative line (premium)
- Compare / Small multiples — optional group field: two values give a before/after comparison, more give one Pareto per group (premium)
- Tooltips — extra measures shown in tooltips
Licensing
Licensed through Microsoft Marketplace with a per-user subscription — no license key, no account on this website. The visual never blocks a report:
- Everything is unlocked while you author or edit a report, so you can evaluate every feature before buying
- Free features always render for every viewer — ranked bars, cumulative line, threshold, vital-few coloring, Top N with Others, the insight sentence, five themes, up to 25 individual categories
- A per-user license is only needed for premium features in reading view: more than 25 individual categories (up to 200 bars including Others), ABC classification, Smart Insights+, QM mode, before/after comparison, small multiples, metric switching
- Licenses are purchased and assigned through Microsoft (first month free); the visual unlocks automatically for licensed users
Troubleshooting
The chart shows fewer categories than my data has
The free tier renders the top 25 individual categories plus an Others bar; more individual bars need a per-user license (unlocked in edit mode). Also check Max bars (rest grouped as Others) in the Chart card of the format pane — it groups the tail into Others on purpose.
The cumulative line does not end at 100 %
Categories with negative or blank values cannot be ranked by contribution. Filter them out or use a measure that is non-negative for every category.
The bars are not in descending order
The visual ranks by the Value measure and ignores the axis sort of the field. If a different order appears, another visual's cross-filter is limiting the categories; clear the selection or check the Compare field.
Premium features locked for a viewer
Make sure the viewer has been assigned a license in the Microsoft 365 admin center under Billing → Licenses.
Accessibility
| Tab | Moves focus from bar to bar, in ranked order. |
| Left / Right arrow | Move to the previous or next bar. |
| Home / End | Jump to the first or last bar. |
| Enter or Space | Cross-filters the report to the focused bar. On the Others bar this selects every category it holds. |
| Ctrl+Enter or Shift+Enter | Adds the focused bar to the current selection. |
- Screen readers — Each bar is announced with its category, its value in your measure's format, its share of the total and the cumulative percentage.
- High contrast — When Windows high contrast is on, bars, the cumulative line and the ABC zones use the colours Power BI provides, and the transparent background option is ignored so the chart stays readable.
- Not colour alone — The vital few are always the bars to the left of the threshold crossing, ABC zones carry A, B and C labels, and the insight sentence states the split in words.
- Context menu — Right-clicking a bar opens the Power BI context menu for that category; right-clicking empty space opens the general menu.
- Languages — The format pane and the text on the visual are available in English, Czech, German, French and Spanish and follow the language of Power BI.
SmartVisuals Research
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), or import the .pbiviz from the download page. Map a long-format survey table (one row per respondent, question and answer):
- Question — one row / table block per question; leave empty or filter to the recommend question in the NPS view
- Answer / Score — scale answers in model sort order; the 0–10 likelihood-to-recommend score for the NPS view
- Value — respondent count, or Sum of Weight for weighted results
- Segment / Columns — optional: Likert segments and NPS segments (premium), Crosstab banner columns (free), with significance letters (premium)
- Wave / Period — optional: tracker mode; NPS trend over waves, Likert and Crosstab show the latest wave with the change
- Sum of Weight² (significance) — optional: SUM(weight²) as a measure enables Kish effective bases for weighted significance testing (premium)
- Dimension / Group, Question Text, Benchmark — optional: sections with pooled scores, full wording for tooltips, a norm per statement
Licensing
Licensed through Microsoft Marketplace with a per-user subscription — no license key, no account on this website. The visual never blocks a report:
- Everything is unlocked while you author or edit a report, so you can evaluate every feature before buying
- Free features always render for every viewer — all three views with unweighted counts and percentages, captions, footnotes, quick styles, tracker deltas, histogram, remappable NPS cut-offs, search, transpose, CSV export and every cosmetic option
- A per-user license is only needed for premium features in reading view: weighted results on effective bases, significance letters, crosstab net and mean rows, NPS inference, the target line and the gap to target
- Licenses are purchased and assigned through Microsoft (first month free); the visual unlocks automatically for licensed users
Troubleshooting
The view I need is not showing
The view is chosen in the format pane (Likert battery, Crosstab or NPS). All three read the same fields, so switching never needs a new field mapping.
The scale is in the wrong order
The visual uses the model sort order of the answer field. Set Sort By Column on the answer column (Column tools → Sort by column) to a numeric code so a 1 to 5 scale appears in order.
Significance letters do not appear
Letters are a premium feature: they render in edit mode for everyone, but in reading view they need a per-user license. They also need a comparison field (Segment or Columns) and a base above your low-base threshold — columns under it are flagged with * and excluded on purpose.
Weighted percentages look right but the letters differ from SPSS
Check that Sum of Weight² is mapped: without it the tests run on the weighted count instead of the effective base. The conventions (Kish effective base, column proportion z-test, low-base rule) are documented on the methodology page.
Premium features locked for a viewer
Make sure the viewer has been assigned a license in the Microsoft 365 admin center under Billing → Licenses.
Accessibility
| Tab | Move to the view switcher buttons (Likert battery, Crosstab, NPS) when shown, then into the chart. In the Crosstab view the search box and the CSV button come before the table. The chart itself is a single tab stop. |
| Enter or Space (on a view button) | Switch to that view. |
| Arrow keys | Move from mark to mark: bar segments in the battery, cells in the crosstab, bars and points in the NPS view. In the crosstab, Left and Right wrap onto the next row. |
| Home / End | Jump to the first or last mark. |
| Page Up / Page Down | Jump ten marks back or ahead (about ten rows in the crosstab). |
| Enter or Space | Cross-filter the report by the focused mark. |
| Ctrl+Enter or Ctrl+Space | Add the focused mark to the selection. |
| Esc | Clear the selection. |
- High contrast — In Windows high contrast the visual uses the foreground and background colours Power BI hands it instead of the theme. Heat shading is switched off, bars get outlines, and low bases stay hatched.
- Screen readers — The view switcher is a tab list with the current view marked as selected. When the chart takes focus its accessible name is the smart caption, so the finding is read first. Bar segments, crosstab cells and NPS marks carry a label with row, answer or column, and value. The search box is labelled.
- Reduced motion — The NPS score counts up only when the system does not ask for reduced motion. The Animate Score switch in the format pane turns it off for everyone.
- Not colour alone — Significance is shown with column letters, ▲ and ▼ marks and a ✓ on tested changes. Low bases are hatched and starred. In the battery, disagree answers sit left of the axis and agree answers right of it.
- Languages — English and Czech, including the format pane, captions, footnotes and the footer that explains the letters.
SmartVisuals Crosstab
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), or import the .pbiviz from the download page. Three fields build the table; the banner field turns it into a crosstab:
- Question — required; one table block per question
- Answer — required; answer categories in model sort order
- Value — required; respondent count, or Sum of Weight for weighted results
- Columns (banner) — optional: segments shown as table columns, with significance letters (premium)
- Sum of Weight² (significance) — optional: SUM(weight²) as a measure enables Kish effective bases for weighted significance testing (premium)
- Wave / Period — optional: tracker mode; the table shows the latest wave and the change since the previous one in every cell
Licensing
Licensed through Microsoft Marketplace with a per-user subscription — no license key, no account on this website. The visual never blocks a report:
- Everything is unlocked while you author or edit a report, so you can evaluate every feature before buying
- Free features always render for every viewer — the table with column % or values, Total column, base row, heat shading, sticky headers, the index vs Total, tracker deltas, search, transpose, CSV export and every cosmetic option
- A per-user license is only needed for premium features in reading view: significance letters, weighted cells on effective bases, net and mean rows with tests, the index vs Total test and the test on tracker deltas
- Licenses are purchased and assigned through Microsoft (first month free); the visual unlocks automatically for licensed users
Troubleshooting
The table is empty or shows one column
Question, Answer and Value are required. Without Columns the table shows the Total column only — add the banner field to compare segments.
Significance letters do not appear
Letters are a premium feature: they render in edit mode for everyone, but in reading view they need a per-user license. They also need a comparison field (Columns) and a base above your low-base threshold — columns under it are flagged with * and excluded on purpose.
Weighted percentages look right but the letters differ from SPSS
Check that Sum of Weight² is mapped: without it the tests run on the weighted count instead of the effective base. The conventions (Kish effective base, column proportion z-test, low-base rule) are documented on the methodology page.
The CSV export is missing the letters
Export is the CSV button in the toolbar above the table (Show CSV Export in the Cells card); it writes the letters next to each cell. Power BI's own Export data on the visual menu exports the raw data model instead.
Premium features locked for a viewer
Make sure the viewer has been assigned a license in the Microsoft 365 admin center under Billing → Licenses.
Accessibility
| Tab | Move to the search box and the CSV button when they are shown, then into the table. The table itself is a single tab stop. |
| Arrow keys | Move from cell to cell. Left and Right wrap onto the next row. |
| Home / End | Jump to the first or last cell. |
| Page Up / Page Down | Jump about ten rows back or ahead. |
| Enter or Space | Cross-filter the report by the focused cell. |
| Ctrl+Enter or Ctrl+Space | Add the focused cell to the selection. |
| Esc | Clear the selection. |
- High contrast — In Windows high contrast the table uses the foreground and background colours Power BI hands it instead of the theme. Heat shading is switched off and low bases stay hatched.
- Screen readers — When the table takes focus its accessible name is the smart caption, so the finding is read first. Each cell carries a label with its row, column and value. The search box is labelled.
- Not colour alone — Significance is shown with column letters, ▲ and ▼ marks and a ✓ on tested changes. Low bases are hatched and starred in the base row.
- Languages — English and Czech, including the format pane, the caption, the footnote and the footer that explains the letters.
SmartVisuals Likert
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), or import the .pbiviz from the download page. Three fields draw the battery:
- Question — required; one row of the battery per statement
- Answer (scale) — required; scale answers in model sort order
- Value — required; respondent count, or Sum of Weight for weighted results
- Segment (comparison) — optional (premium): compare groups side by side with significance letters
- Sum of Weight² (significance) — optional: SUM(weight²) as a measure enables Kish effective bases for weighted significance testing (premium)
- Dimension / Group, Question Text, Benchmark (top box) — optional: sections with pooled score bars, full wording for tooltips, a norm per statement
- Wave / Period — optional: tracker mode; the bars show the latest wave and each top box its change since the previous one
Licensing
Licensed through Microsoft Marketplace with a per-user subscription — no license key, no account on this website. The visual never blocks a report:
- Everything is unlocked while you author or edit a report, so you can evaluate every feature before buying
- Free features always render for every viewer — the full battery with neutral handling, N/A, nets, means, margins of error, tracker deltas, dimensions, benchmarks, captions, footnotes and every cosmetic option
- A per-user license is only needed for premium features in reading view: segment comparison with letters, weighted results on effective bases, and the vs-total, vs-benchmark and wave tests
- Licenses are purchased and assigned through Microsoft (first month free); the visual unlocks automatically for licensed users
Troubleshooting
The scale is in the wrong order
The visual uses the model sort order of the answer field. Set Sort By Column on the answer column (Column tools → Sort by column) to a numeric code so a 1 to 5 scale appears in order.
The neutral answer is not centred
Neutral handling is a format pane setting: auto-centred, a custom position or none. Auto takes the middle answer of an odd-length scale; an even scale has no neutral under Auto. For a non-standard neutral, set Neutral Handling to Custom position and enter its place on the scale (Neutral Position, 1-based).
N/A answers change my percentages
List your N/A answers (for example Don't know) in Format → Scale → N/A Answer Labels; they are then detached from the bar, and Include N/A in Base decides whether they count (in base or out of base). Pick the convention your report uses; the footnote prints the base either way.
Significance letters do not appear
Letters are a premium feature: they render in edit mode for everyone, but in reading view they need a per-user license. They also need a Segment (comparison) field, Test Top Box vs Total switched on in Significance, and a base at or above Min Base for Testing — groups below it are hatched, flagged with * and excluded on purpose.
Premium features locked for a viewer
Make sure the viewer has been assigned a license in the Microsoft 365 admin center under Billing → Licenses.
Accessibility
| Tab | Moves into the chart. The whole visual is one tab stop, and focus lands on the first bar segment. |
| Down arrow / Right arrow | Moves to the next bar segment, answer by answer along a statement and then on to the next statement. Stops at the last segment. |
| Up arrow / Left arrow | Moves to the previous bar segment. Stops at the first segment. |
| Page Down / Page Up | Jumps ten segments forward or back. |
| Home / End | Jumps to the first or the last segment. |
| Enter / Space | Cross-filters the report to the focused segment. |
| Ctrl+Enter / Ctrl+Space | Adds the focused segment to the current selection instead of replacing it. |
| Escape | Clears the selection. |
- High contrast — In Windows high contrast mode the bars, labels, legend, caption and footnote take the system foreground and background colours. Answers become shades between the two with an outline on every segment, and the transparent background and custom answer colours are switched off so nothing fades into the page.
- Screen readers — The chart is one labelled region whose name is the smart caption, for example the highest and lowest statement and what beats the norm, so a screen reader reads the finding first. Each bar segment carries a label with the statement, the answer and its share, such as Workload, Agree: 34%, and the full question wording is attached to each statement label.
- Not colour alone — Disagree answers sit left of the axis and agree answers right of it, so the direction reads from position. Changes and test results carry glyphs as well as colour: ▲ or ▼ for a change or a significant difference, ✓ for a significant result, letters for segment differences, and an asterisk plus hatching for a base too small to test.
- Focus ring — The focused segment gets a dashed outline in the text colour, and in a long battery the plot scrolls so the focused segment stays in view.
- Languages — English and Czech for the format pane, the smart caption, the footnote and the empty-state help. Other Power BI locales show the English strings.
SmartVisuals NPS
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), or import the .pbiviz from the download page. Two fields give the headline; Wave adds the trend:
- Score (0–10) — required; the likelihood-to-recommend answer as the raw 0–10 value, not a pre-computed score
- Value — required; respondent count, or Sum of Weight for weighted results
- Wave / Period — optional: the score over waves in model sort order, with a confidence band and rolling average
- Segment — optional (premium): the score per segment, lettered and with tested movement
- Sum of Weight² (significance) — optional: SUM(weight²) as a measure enables Kish effective bases for weighted significance testing (premium)
Licensing
Licensed through Microsoft Marketplace with a per-user subscription — no license key, no account on this website. The visual never blocks a report:
- Everything is unlocked while you author or edit a report, so you can evaluate every feature before buying
- Free features always render for every viewer — the headline score, margin of error, split, histogram, trend, captions, footnotes and every cosmetic option
- A per-user license is only needed for premium features in reading view: the wave-over-wave significance test, segments with letters and tested movement, weighted NPS on effective bases, and the target line with the gap to target
- Licenses are purchased and assigned through Microsoft (first month free); the visual unlocks automatically for licensed users
Troubleshooting
The score is wrong or empty
The visual needs the raw 0–10 answers in Score, one respondent per row (or a count in Value). A pre-computed NPS measure cannot be used, because the margin of error and the tests come from the distribution of answers.
My scale is 1–10 or uses different cut-offs
Set Detractors Up To and Promoters From in Format → Score Mapping, and type the label you use (NPS, eNPS, tNPS) in Score Label in the Display card.
The trend shows one point
Add a Wave / Period field and make sure it sorts chronologically (Sort By Column on a date or wave number).
Significance letters do not appear
Letters are a premium feature: they render in edit mode for everyone, but in reading view they need a per-user license. They also need a Segment field with at least two segments and a base at or above Min Base for Testing — segments below it are hatched, flagged with * and excluded on purpose.
Premium features locked for a viewer
Make sure the viewer has been assigned a license in the Microsoft 365 admin center under Billing → Licenses.
Accessibility
| Tab | Moves into the visual. The whole visual is one tab stop, and focus lands on the first mark, the detractors part of the split bar when the split is shown. |
| Right arrow / Down arrow | Moves to the next mark: detractors, passives and promoters, then the 0 to 10 histogram bars, the segment rows and the waves of the trend, in that order. Stops at the last mark. |
| Left arrow / Up arrow | Moves to the previous mark. Stops at the first mark. |
| Page Down / Page Up | Jumps ten marks forward or back. |
| Home / End | Jumps to the first or the last mark. |
| Enter / Space | Cross-filters the report to the focused mark, for example all promoters or one wave. |
| Ctrl+Enter / Ctrl+Space | Adds the focused mark to the current selection instead of replacing it. |
| Escape | Clears the selection. |
- High contrast — In Windows high contrast mode the score, split bar, histogram, trend, caption and footnote take the system foreground and background colours, every bar gets an outline, and the transparent background is switched off. The split keeps its fixed order, detractors, passives, promoters, and its percentage labels.
- Screen readers — The visual is one labelled region whose name is the smart caption, for example NPS +41 in 2026 H1, the change against the previous wave and the split, so a screen reader reads the finding first. Each mark carries a label such as Promoters: 48.0%, NPS 9: 21.5% or 2026 H1: NPS +41.
- Reduced motion — The headline counts up from zero when the score changes. When the operating system asks for reduced motion it does not: the number is shown still. Animate Score in the Display card switches the count-up off for everyone.
- Not colour alone — The direction of a change is shown by ▲ or ▼ next to the number, a tested change by ✓ or (n.s.), segment differences by letters and a base too small to test by an asterisk and hatching. With the face score style the band also shows as a smile, a level mouth or a frown.
- Languages — English and Czech for the format pane, the smart caption, the footnote and the empty-state help. Other Power BI locales show the English strings.
SmartVisuals Venn & UpSet
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), then:
- Map an ID (respondent or customer) and the field that names the sets, or one 0/1 field per set. Delimited "A;B;C" answers are split automatically.
- Up to three sets draw a Venn/Euler diagram, four or more an UpSet matrix; override the view in Format > View if you want.
- Choose exclusive or inclusive counts, set a query (any of / all of / exactly / none of), and pick a theme.
- Add a Weight, Compare by or Value field for the premium features; they preview free in edit mode.
Licensing
The free tier works for every viewer with no licence. Premium is $2.99 per user per month or $29 per user per year, bought on Microsoft Marketplace and assigned in the Microsoft 365 admin center. Every premium feature previews free in edit mode, and unlicensed viewers always see a working visual, never a blocked one or a watermark.
Use Cases
- Brand usage from a multi-select survey question — A brand tracker stores one row per respondent and brand bought. Put RespondentID in ID (respondent, customer…) and Brand in Sets (answer, item). With three brands you get an area-proportional Euler diagram with % of base; respondents who answered "None of these" stay in the base and are shown apart, so every share reads against everyone asked.
- Microsoft Forms export with answers in one cell — Forms writes a multi-select answer as "Helios;Aquaron" in a single column. Map the respondent column to ID (respondent, customer…) and the answer column to Sets (answer, item); the cell is split on ; or | automatically, and Format > Data > Split answers on handles commas or turns splitting off. No Power Query unpivot is needed.
- Cross-sell: which customers buy which product lines — From an orders table, map CustomerID to ID (respondent, customer…) and ProductLine to Sets (answer, item). Five product lines draw an UpSet matrix: one bar per combination, the dot matrix underneath and set-size bars beside it. A Set query of "All of" Pumps and Service contracts highlights and counts those customers, and clicking a bar cross-filters the rest of the page to exactly those IDs.
- Feature adoption from a wide user table — A product team keeps one row per user with a 0/1 or Yes/No column per feature. Put UserID in ID (respondent, customer…) and each feature column in Set flags (one per set), aggregated with Max or First. The UpSet shows which feature bundles users actually combine, and Format > View > Intersections switches between "exactly these features" and "at least these features".
- Overlap from a pre-aggregated summary — When only a summary table is available, for example "A;B" with 120 and "A" with 340, map the combination column to Sets (answer, item) and the number to Count (pre-aggregated). No ID is needed; the base note then reads "Base: all counted cases".
- Wave-on-wave reach for an insight team (Premium) — Add Wave to Compare by and Max of the weight column to Weight. Each wave gets its own panel or grouped bars, shares are weighted with the effective base next to N, and significance letters mark which wave is higher. Format > Overlap intelligence holds confidence intervals and deviation from independence, and View > Chart adds the Duplication matrix and TURF reach.
Troubleshooting
The visual shows "Add an ID field (or a pre-aggregated Count)" instead of a chart.
The visual counts distinct IDs, so it needs to know what one person or thing is. Add the respondent, customer or user ID column to ID (respondent, customer…). If your table is already a summary of combinations and counts, put the number in Count (pre-aggregated) instead.
Everyone appears to be a member of every set, including people who answered No.
A text column dropped into Set flags (one per set) is aggregated with Count by default, and Count counts "No" as a value. The chart says so in its notes. In the Visualizations pane, open the field's menu under Set flags and change the aggregation to First or Max. 1, TRUE, Yes and other non-blank text then mean member; 0, FALSE, No and blanks do not.
Shares look too high, or "None of these" is missing.
The base is every ID that reaches the visual. If your table only holds rows for people who selected something, people who selected nothing are not in it and cannot be counted. Keep a row for them, either with a blank answer or with an explicit answer such as "None of these". Answers listed in Format > Data > "None" answers (by default None of these; None; None of the above; Nothing) count in the base but in no set; add your own wording there, separated by semicolons. View > Show "none of these" controls whether the bar or label is drawn. Rows with a blank ID are left out (the notes count them), because a blank is nobody in particular.
Filtering the report to a few sets changes every percentage.
A slicer or filter on the Sets field removes rows, so IDs that only belonged to the filtered-out sets leave the base. To hide sets without changing the base, leave the filter off and switch sets off in Format > Sets shown, or use Max sets (largest first). IDs whose only sets are hidden are kept in the base and shown as "Only other sets", never mixed into "None of these".
The UpSet bars add up to more than the base, or a combination is larger than I expected.
Check Format > View > Intersections. Exclusive (exactly these sets) puts each ID in one bar, so the bars plus "None of these" add up to the base. Inclusive (at least these sets) counts an ID in every combination it contains, so bars overlap by design. The base note under the chart always says which one is shown. Venn regions are always exclusive.
Some combinations or sets are missing from the UpSet.
The notes say why. "+N more combinations" means Max intersections (20 by default) or the visual's size cut the list; raise it in Format > UpSet or enlarge the visual. Min size, Min degree, Max degree and Hide empty in the same card filter combinations out. "The N largest sets fit this size" means the visual is too short for every set row: make it taller or pick sets in Format > Sets shown. More than 30 distinct sets are folded to the 30 most frequent, and the notes count the rest.
Weights, letters, TURF or the duplication matrix show in Desktop but not for my colleagues.
These are the premium Overlap intelligence features. They preview in full in edit mode, so the author sees them. A reader without a licence gets the free chart instead, never a blocked visual: weighted numbers become unweighted counts labelled "unweighted", Duplication matrix and TURF reach fall back to the Venn or UpSet view, and Compare by shows one pooled chart. A host banner names what a licence would add. To give readers premium, buy the plan in Microsoft Marketplace and assign a licence to each reader in Microsoft 365 admin center > Billing > Licenses.
Can I use the chart with a keyboard or in high contrast?
Yes. Tab into the visual, move between bars, regions and sets with the arrow keys (Home and End jump to the ends), select with Enter, add to the selection with Ctrl+Enter and clear with Escape; each element is announced with its count and share. In Windows high contrast the visual uses the system colours and drops the fills.
Articles
Accessibility
| Tab | Moves focus into the chart. The whole visual is one tab stop. |
| Arrow keys | Move to the next or previous region, bar or set; the last element wraps to the first. |
| Home / End | Jump to the first or the last element. |
| Enter or Space | Selects the focused element and cross-filters the report to its IDs. |
| Ctrl+Enter | Adds the focused element to the selection (Shift+Enter does the same). |
| Escape | Clears the selection. |
| Context menu key | Opens the Power BI context menu for the focused element. |
- Screen readers — The chart is labelled with the view (Venn, UpSet, duplication matrix or TURF), the number of sets and the base with the name of your ID field, followed by the keyboard help. Each focused element is announced with its name, count and % of base, such as "Set Helios: 640, 53% of base".
- High contrast — In Windows high contrast the visual uses the system foreground, background and selection colours, drops the circle fills, draws set outlines and bars in the foreground colour, and ignores the transparent background setting.
- Not colour alone — Sets are named on their labels, the UpSet dot matrix shows which sets each combination contains, significant deviations and duplication-matrix cells carry ▲ or ▼, and a classic diagram is marked "Not to scale" in words.
- Contrast in every theme — Text, set outlines, bars and the focus ring are adjusted until they meet contrast targets against the theme background: 4.5:1 for text and 3:1 for marks.
- Languages — English, Czech, German, French and Spanish, for the format pane and every label drawn on the chart.
More answers are in the Venn & UpSet page FAQ. Found a bug? Report it here.
SmartVisuals Slope Chart
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), then:
- Map a category to Category, then either one measure per period to Values, or one measure plus a Year, Quarter, Month or Scenario column to Period.
- Pick the slope or dumbbell view and the change annotation (%, absolute, percentage points or rank move); labels place themselves without overlapping.
- Set the dead band for flat lines and turn off Higher is better for costs, defects or scrap.
- Focus on named categories or on rising or falling lines, and try the premium features (3+ periods, Top N, small multiples, story headline, bump view) free in edit mode.
Licensing
The free tier works for every viewer with no licence. Premium is $1.99 per user per month or $19 per user per year, bought on Microsoft Marketplace and assigned in the Microsoft 365 admin center. Every premium feature previews free in edit mode, and unlicensed viewers always see a working visual, never a blocked one or a watermark.
Use Cases
- Year over year revenue by product line — A finance team maps ProductLine to Category and two measures, Revenue FY2024 and Revenue FY2026, to Values in that order. Each product line becomes one line from the first year to the last, the end labels carry the % change, and lines are coloured rising, falling or flat, so the products that carried the year stand out without a table.
- Scrap rate by plant, where lower is better — A quality lead maps Plant to Category and Scrap rate 2025 and Scrap rate 2026 to Values, with both measures formatted as percentages. In Colors, Higher is better is off, so falling scrap is drawn as good news, and Flat band measured as Absolute change with Flat within ± 0.002 keeps small wobbles grey. Because the measure is a percentage, the change annotation reads in percentage points.
- Budget vs actual by cost center — A controller maps Cost center to Category and two measures, Budget and Actual, to Values. With View > Chart type set to Dumbbell and Sort rows by set to % change, each cost center is one row with a start and an end marker, sorted so the biggest overruns sit at the top, and long cost-center names stay readable.
- Survey results wave over wave — A research team maps Statement to Category, the Wave column to Period and a Share agreeing measure to Values. The first and last waves become the two ends of each line; with a percent-formatted measure the Auto change annotation shows the move in percentage points, and Label content set to Rank and name shows where each statement placed in the first and the last wave.
- Rank shifts across three or more years (premium) — A sales analyst maps Brand to Category, Year to Period and Sales to Values, then sets View > Chart type to Bump (rank). The visual ranks the brands in every year itself, ties sharing a rank, and Focus on Top / Bottom N with Rank by set to Rank move highlights the brands that climbed or dropped the most.
- One slope per region (premium) — Adding Region to the Small multiples field draws one panel per region on a shared scale, with the same Category and Values as the single chart. A regional manager sees in one view which product line grew in every region and which grew in only one; Max panels and Columns in the Small multiples card control the grid.
Troubleshooting
The visual says "One more period" instead of drawing lines.
A slope needs at least two periods. Either put two or more measures in Values (one per period), or put one measure in Values and a Year, Quarter, Month or Scenario column in Period. When a Period column is used, only the first measure in Values is plotted; move any other measures to Tooltips.
Before and after are the wrong way round, or the latest periods are missing.
Without a Period column, the order of the measures in the Values well is the order of the periods, left to right: drag them into before, after order. With a Period column, the periods follow that column's sort order. Month names stored as text sort alphabetically, so give the column a Sort by column such as MonthNumber. The chart draws the latest 36 periods and writes "N earlier periods not shown" under the chart; if the Period column is sorted descending, the note tells you to sort it ascending to see the latest ones.
Some lines show "new" or "gone" instead of a change, or a line has a gap.
A blank value is treated as no data, not as zero. A category with no value in the first period is labelled new, one with no value in the last period is labelled gone, and a blank middle period breaks the line. A blank category name is shown as (Blank). If blank should mean zero in your model, return zero from the measure (for example [Revenue] + 0); note that a line starting at zero then shows an absolute change, not a %. If every category is blank in the chosen periods, the visual shows "No data to compare".
The change annotation is not the number I expected (% instead of percentage points, or absolute instead of %).
Labels > Change annotation set to Auto shows percentage points only when the measure is formatted as a percentage in the model; give the measure a Percentage format and a rate going from 20% to 25% reads +5.0 pp instead of +25%. When a line starts at or below zero there is no honest % change, so that line shows the absolute change. For the same reason, if any line starts at or below zero, the story headline, Top N by % change and the dumbbell's % change sort rank by absolute change instead.
Some labels are missing and the chart says "+N labels hidden".
Labels > Avoid overlaps (leader lines) never draws two labels on top of each other, so on a crowded or small canvas the least important labels give way. Make the visual taller, lower the Labels font size, set Label content to Name or Value, reduce Max label width, or use Focus > Named categories with Hide the others to keep only the lines you are talking about. Show notes turns the note itself off; in the dumbbell view the same note reads "+N more rows".
Lines I expect to be red or green are grey, or I cannot find the per-category colour pickers.
With Colors > Color lines set to By direction, any change inside the dead band counts as flat. The default is Flat within ± 2 with Flat band measured as % change; lower it, or switch to Absolute change and enter a threshold in the measure's units. Higher is better swaps the rising and falling colours for costs or defects. The Category colors card, with one picker per real category name, appears only when Color lines is set to By category. Lines can also be faded by Focus; Others opacity % controls how much.
Readers see a simpler chart than I built, with a licence banner.
Three or more periods, the bump view, the indexed and share scales, Top / Bottom N focus, the story headline, the average benchmark and small multiples are premium. Every one of them previews in edit mode. A viewer without a licence in reading view sees the nearest free chart (first vs last period, the slope view, values scale, one combined panel) and Power BI shows its licence banner once; the visual is never blocked or watermarked. To give a viewer the full chart, assign them a SmartVisuals Slope Chart licence in the Microsoft 365 admin center under Billing > Licenses.
High contrast mode changed my colours, or I want to use the chart from the keyboard.
In Windows high contrast mode the visual takes its colours from the host and ignores custom category colours, the axis colour and the transparent background, so the chart stays readable. Direction is still shown by the ▲, ▼ and ▶ glyphs on the change annotations, the legend and the tooltip. From the keyboard, Tab moves into the chart, the arrow keys and Home / End move between lines, Enter or Space selects a line (Ctrl adds to the selection), Esc clears the selection and Shift+F10 opens the context menu.
Articles
Accessibility
| Tab | Moves into the chart. The whole chart is one tab stop, and focus returns to the line you left. |
| Arrow keys | Down or Right moves to the next line, Up or Left to the previous one. |
| Home / End | Jumps to the first or the last line. |
| Enter or Space | Selects the focused line and cross-filters the page. Hold Ctrl to add it to the selection. |
| Esc | Clears the selection. |
| Shift+F10 or the context-menu key | Opens the Power BI context menu for the focused line. |
- Screen readers — The chart is announced as a slope chart with the number of categories and the first and last period, for example "Slope chart comparing 8 categories from FY2024 to FY2026". Each line is a list item that reads its name, the first and last value, the direction (rising, falling or flat) and the change, and says when it is selected. An off-screen data table repeats the comparison (category, first period, last period, change) for up to 200 lines.
- Not colour alone — Direction is also shown by the ▲, ▼ and ▶ glyphs on the change annotations, in the legend and in the tooltip, so rising, falling and flat lines read the same with or without colour, and with Higher is better switched off.
- High contrast — In Windows high contrast mode the chart takes every colour from the contrast theme: lines, labels and axes use the foreground colour, focus and selection use the selected colour, decorative fills are dropped, and custom category colours and the transparent background are set aside until high contrast is turned off.
- Reduced motion — The only animation, a short fade when you hover or focus a line, is switched off when the operating system asks for reduced motion.
- Languages — The format pane, notes, tooltips and screen-reader text are available in English, Czech, German, Spanish and French.
More answers are in the Slope Chart page FAQ. Found a bug? Report it here.
SmartVisuals Tornado
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), then:
- For a sensitivity tornado, map a driver to Category and measures to Left / low case, Right / high case and Base case. Bars swing around the base, sorted by swing.
- Add Low, Base and High input measures and an Input unit to print each driver's assumptions at the bar ends.
- For a butterfly or pyramid, skip the base case and map two measures, or one measure with a two-value Split by field; three or more values give diverging stacked bars.
- Pick a theme, colour mode and sort in the format pane. Premium features preview in full while you edit.
Licensing
The free tier works for every viewer with no licence. Premium is $1.99 per user per month or $19 per user per year, bought on Microsoft Marketplace and assigned in the Microsoft 365 admin center. Every premium feature previews free in edit mode, and unlicensed viewers always see a working visual, never a blocked one or a watermark.
Use Cases
- NPV sensitivity for a capital investment case — An FP&A or project finance team has the model output at each driver's low and high input. Map Driver to Category, NPV at low input to Left / low case, NPV at high input to Right / high case and Base NPV to Base case, then the input values to Low input and High input with a unit column in Input unit or format (set to First). The bars swing around the base NPV with the widest swing on top, each bar end shows the assumption behind it (€620/t, 12 months) and a sentence names the two drivers that explain most of the variance.
- One tornado per project in a portfolio review — A capex committee comparing several investment cases keeps the same sensitivity fields and adds Project to Small multiples. Each project gets its own panel and, by default, its own scale, with a note reminding readers to compare bar lengths within a panel only. Small multiples are a premium feature; without a licence, readers see the first project with a note saying how many panels are not shown.
- Workforce age pyramid for HR analytics — Map the age band to Category (sorted by an age-order column in the model), Headcount to Value (with Split by) and Gender to Split by. With numeric bands split by Male / Female, the default sort draws a population pyramid: oldest band on top, men on the left. Set Butterfly & pyramid > Show as percent to % of grand total to compare plants of different size; last year's headcount in Reference left / low draws an outline behind each bar (premium).
- Won vs lost revenue by product family — Sales operations map Product family to Category, Lost to Left / low case and Won to Right / high case. Both bars grow out of a centre spine with the product names between them, and Chart > Sort by can order the rows by total, difference or size of difference. The difference column, showing the gap and the gap in percent per row, is premium.
- Revenue bridge drivers per region — A controller with revenue movement split into churn, downsell, price effect, upsell and new customers maps Region to Category, the movement amount to Value (with Split by) and the movement type to Split by. With three or more values the visual draws diverging stacked bars: losses stack left of zero, gains right, and Data labels > Net marker and label shows the net per region. Chart > Sort by > Net puts the strongest region on top.
- Likert survey results — Map the question to Category, the response count to Value (with Split by) and the answer to Split by, sorted from Strongly disagree to Strongly agree in the model. In the Diverging card, set Series on the left to 2 and turn on Split the next series at zero (neutral), so disagreement reads to the left, agreement to the right and the neutral answer sits across the centre.
Troubleshooting
My tornado bars start at zero, like a butterfly, instead of swinging around the base case.
The sensitivity tornado turns on when a measure is in Base case together with Left / low case or Right / high case. If the scenario (Low / High) is a column in Split by with one measure in Value, the visual draws a butterfly, because that is what the fields describe. Write one measure per case instead, for example CALCULATE over the output with the scenario column filtered to Low, and another filtered to High, and put them in Left / low case and Right / high case. If you have no base measure, Format > Sensitivity > Base from this number and Base value set one; without any base the bars span low to high and a note says so.
A note says some drivers are not shown because they have no low or high value, or a blank Base case.
A driver is left out when both its low and high outputs are blank, or when Base case is bound but returns blank for that driver while other drivers have a base. Check the measures for that driver in a table visual. A driver with only one of the two outputs is still drawn: the missing end is treated as no change from the base and shows as a dash in the tooltip. If your base measure is blank for some drivers, make it ignore the driver filter (REMOVEFILTERS on the driver column) or use Format > Sensitivity > Base from this number.
The base line has turned into short ticks on each row and the label reads "Base varies by row".
Your Base case measure returns a different number for different drivers, so there is no single base to draw a line at, and each bar gets its own base tick. In a one-way sensitivity analysis the base should be the same for every driver. Change the measure so it ignores the driver (for example CALCULATE with REMOVEFILTERS on the driver column), or turn on Format > Sensitivity > Base from this number and type the base value.
The input assumptions at the bar ends show raw numbers such as 0.075 instead of 7.5%.
Each driver can have its own unit. Add a column or measure to Input unit or format; for a text column, set the aggregation to First. A unit label such as €/t, CZK/h or months is printed next to the number, and a format string such as 0.0% or €#,0 is applied as a format. Without a unit, the input measure's own format from the model is used. Position, font size and the base input are set in the Input assumptions card, which appears once Low input, High input or Base input is bound.
Some drivers are missing even though I have a licence.
Two settings hide drivers on purpose: Sensitivity > Hide swings below (% of base) drops drivers whose swing is smaller than that share of the base, and Chart > Show top N keeps only the N widest swings. When either hides something, a note under the chart says how many drivers are not shown and the largest swing among them. Set both to 0 to see every driver. Also check the notes for a data reduction message: Power BI sends the visual at most 1,000 categories.
Readers see only 5 drivers, or the reference outline, small multiples and analytics columns are gone in reading view.
Sensitivity with more than 5 drivers, the reference overlay, small multiples, the share-of-variance and cumulative columns and the butterfly difference column are premium. Every premium feature is fully unlocked while you edit, and an unlicensed author sees a muted note: "Readers without a licence see the 5 widest drivers." Readers without a licence get the free tier: the 5 widest drivers with a note, the first small-multiple panel of a sensitivity analysis, and small-multiple butterflies or diverging bars combined into one chart. Nothing is blocked or watermarked. To give a reader the full chart, assign them a licence in the Microsoft 365 admin center under Billing > Licenses.
My population pyramid is upside down, or the age bands are in the wrong order.
Chart > Sort by is Auto by default, and Auto draws a pyramid only when the category labels start with a number (18-24, 65+) and Split by has exactly two values recognised as male and female. Otherwise it keeps the data order. Choose Sort by > Pyramid (oldest on top) to force it. The pyramid follows the order of the bands in your model, so sort the age band column by an age-order column; otherwise 5-9 sorts after 40-49 and the pyramid inherits that order. Chart > Swap sides moves men to the right.
My custom bar colours are ignored and the bars are drawn with dashes.
Windows high-contrast mode is on. The visual then uses the colours of the high-contrast theme only, ignores custom colours and row styles, and in a sensitivity tornado marks the worse side (or the high input) with dashes so direction never depends on colour; the legend shows the same dash. Your colours come back when high contrast is turned off. Keyboard use works in both modes: Tab into the chart, move between rows with the arrow keys, press Enter to select and Escape to clear the selection.
Articles
Accessibility
| Tab | Moves into the chart. The whole chart is one tab stop, and focus stays on the same row when the chart redraws. |
| Up / Down arrow | Moves to the previous or next row. |
| Home / End | Jumps to the first or the last row. |
| Page Up / Page Down | Moves ten rows up or down. |
| Right / Left arrow | In a butterfly or diverging chart, steps into the row's bars or segments and moves between them; Up, Down or Esc returns to the row. In a sensitivity tornado, moves to the next or previous row. |
| Enter or Space | Selects the focused row, bar or segment and cross-filters the page. Hold Ctrl or Shift to add it to the selection. |
| Esc | On a row, clears the selection. |
| Shift+F10 or the context-menu key | Opens the Power BI context menu for the focused row, bar or segment. |
- Screen readers — The chart is announced as a tornado chart with its number of rows and a short hint on the keys to use. Each row is a list item that reads its label and values: in a sensitivity tornado the low and high results with the input behind each and the swing; in a butterfly the two sides with their field names; in diverging bars the net. Bars and segments that can be selected are buttons that read their own series and value.
- Not colour alone — In a sensitivity tornado, Bars > Accessible hatching marks the worse side of each driver (or the high input when colouring by input) with a diagonal hatch, and the legend shows the same pattern. A sensitivity bar's side of the base line also tells whether the driver moves the result up or down.
- High contrast — In Windows high contrast mode the chart uses only the colours of the contrast theme. Bars become outlines, custom colours and row styles are set aside, and sides are told apart by line style: the worse side or high input of a sensitivity tornado and the right side of a butterfly are dashed, and each series of a diverging chart gets its own dash pattern.
- Context menu — Right-click, Shift+F10 or the context-menu key opens the Power BI context menu on a row, bar or segment, and right-clicking the empty background opens it for the visual.
- Languages — The format pane, notes, tooltips and keyboard hints are available in English, Czech, German, Spanish and French.
More answers are in the Tornado page FAQ. Found a bug? Report it here.
SmartVisuals Bullet Chart
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), then:
- Map a category to Category, a measure to Actual and a measure to Target. Bands, status icons and variance appear immediately.
- Choose rows, vertical columns or KPI tiles, pick a theme, and set sorting, Top N and the band thresholds in the format pane.
- Mark lower-is-better KPIs for the whole visual or per row, and add a Unit or format field for mixed-unit scorecards; add a Group field for sections or side-by-side panels.
- Add Forecast, Prior year, a Trend period or pace settings for the premium review view; all of it previews free while you edit.
Licensing
The free tier works for every viewer with no licence. Premium is $1.99 per user per month or $19 per user per year, bought on Microsoft Marketplace and assigned in the Microsoft 365 admin center. Every premium feature previews free in edit mode, and unlicensed viewers always see a working visual, never a blocked one or a watermark.
Use Cases
- Regional sales against plan in the monthly review — A controller maps Region to Category, a Sales YTD measure to Actual and a Plan YTD measure to Target. Every region becomes one row with the bar, the plan marker, the 80 % and 100 % bands and a status icon, and Layout > Sort set to Worst first puts the regions that need discussion at the top. With a premium licence, a Forecast and a Prior year measure add the FC and PY markers to the same rows.
- Plant scorecard with mixed units and lower-is-better KPIs — A plant manager maps a KPI Name column to Category, the KPI actual and target measures to Actual and Target, a 1/0 column to Lower is better and a text column (First) to Unit or format. On-time delivery, scrap rate and lead time then sit in one visual, each with its own unit, and scrap and lead time turn green when they fall. The premium % of target scale under Layout > Axis scale puts them all on one axis with a shared 100 % line.
- Quota attainment and pace for a sales team — Sales operations maps Sales Rep to Category, Bookings QTD to Actual and the quarterly quota to Target. With the premium Pace & projection card set to Quarter to date (today), each row shows a run-rate projection and an Expected by now marker, and the status judges each rep against where they should be today rather than against the full quota.
- KPI tiles on a landing page — An operations dashboard switches Layout > Layout to KPI tiles and maps a handful of headline measures by KPI name. Each tile shows the big number, a status icon, the variance and a small bullet against the target. Adding a Month column to Trend period draws a premium sparkline with the target line in every tile.
- One visual per market with side-by-side panels — A commercial team maps Market to Group and Product line to Category. Layout > Groups as set to Side-by-side panels draws one panel per market, each header carrying its on-target count such as 3 of 5 on target. Group sections and panels are free.
- Service levels with absolute thresholds — A support team whose service levels are fixed numbers rather than a percentage of target maps a warning-level measure to Band boundary 1 and an agreed-level measure to Band boundary 2, then sets Bands > Band boundaries from to Band boundary fields. Each row gets its own band boundaries, and the status follows those boundaries instead of the 80 % and 100 % default.
Troubleshooting
The visual says Add an Actual measure, or every row shows the same target
The bullet needs a measure in Actual before it draws anything; Category, Target, Forecast and Prior year are optional, and without a Category the visual draws one row named after the measure. If every row shows the same target, the target table is not filtered by the field in Category: Power BI then returns the grand total for each row. Relate the target table to the same dimension table you use in Category, or write the Target measure so it responds to that column.
I mapped Band boundary 1 and Band boundary 2 but the bands did not change
Bands are drawn from % of target until you switch them. Open Bands and set Band boundaries from to Band boundary fields; the option appears only once at least one band field is mapped. If only one of the two fields has a value for a row, the visual uses that value for both boundaries on that row.
Some rows have no status icon, no colour and no bands
Status and bands are measured against a comparison value, and those rows have none: the Target is blank for that category. The visual never treats a blank as zero. When the scenario chosen in Comparisons > Measure status against is blank for a row, it falls back to Target, then Forecast, then Prior year. A target of exactly zero is a separate case: there is no ratio to compute, so the row is good or off target depending on which side of zero the actual lies. Categories with a blank name are labelled (Blank).
The numbers in the bullets changed after I added a Trend period field
With a Trend period field the visual receives one value per period and has to combine them into the bullet. Trend > Bullet shows controls this: Auto adds the periods together, except for a percentage-formatted Actual, where it takes the latest period; you can also choose Latest period, Sum of periods or Average of periods. For year-to-date or balance measures, set it to Latest period. Up to 60 periods are used.
Viewers do not see the forecast, prior year, pace or sparklines that I see in edit mode
Forecast and prior-year comparisons, pace to target, trend sparklines, the % of target scale, the variance pins column and the summary sentence are premium. Every premium feature previews in edit mode so you can build the page first. A viewer without a licence sees the free tier: actual against target, bands, status, variance, groups and sorting, with the % of target scale falling back to Per row, never a blocked or empty visual, and your settings are kept. Power BI's own licence banner names the features it held back. To give a viewer the premium view, assign them a SmartVisuals Bullet Chart licence in the Microsoft 365 admin center under Billing > Licenses.
Pace marks every row behind, or ahead, on a past year
Year to date (today), Quarter to date (today) and Month to date (today) under Pace & projection > Period elapsed use the viewer's clock, so a report filtered to last year is still judged as if today were inside that period. For a closed or historical period, choose Fixed % and set Elapsed %, or choose Elapsed % field and map a measure to Elapsed %. The field accepts 0 to 1 and also reads values above 1 as a percentage, so 75 and 0.75 mean the same.
My colours are ignored in high-contrast mode, or I cannot reach the rows with the keyboard
In Windows high-contrast mode the visual uses only the colours of the high-contrast theme: custom bar, band and marker colours are set aside, bands become outlines, and status stays readable through the icon shapes. Your colours return when high contrast is switched off. For keyboard use, the whole visual is one tab stop: Tab into it, then use the arrow keys to move between rows, Home and End to jump to the first or last row, Enter or Space to select and cross-filter, Escape to clear the selection, and Shift+F10 or the context-menu key for the context menu.
A Not all data is shown warning appears, or the Others row looks wrong
Power BI sends a custom visual at most 1,000 categories and 60 trend periods; beyond that the warning icon appears and some rows are left out. Filter the page or the visual to choose which rows appear, or use Layout > Show top N with Sort to keep the rows that matter. The Others row adds the remaining rows together, which suits sales or costs but not percentages or rates; switch Layout > Others row off to drop the rest instead. An Others row that mixes directions or units shows no status.
Articles
Accessibility
| Tab | Moves into the chart. The whole visual is one tab stop, and focus returns to the same row after a selection. |
| Arrow keys | Move between rows, columns or KPI tiles. In a tile grid, Up and Down go to the nearest tile in the row above or below. |
| Home / End | Jumps to the first or the last row. |
| Enter or Space | Selects the focused row and cross-filters the page. Hold Ctrl or Shift to add it to the selection. |
| Esc | Clears the selection. |
| Shift+F10 or the context-menu key | Opens the Power BI context menu for the focused row. |
- Screen readers — The chart is announced as a bullet chart with its number of rows. Each row is a selectable option that reads its group and category, then the same values as the tooltip: actual, target and any forecast or prior year, % of target, variance, status, lower is better where it applies, and the pace projection when pace is on. Each row also says whether it is selected.
- Not colour alone — Every status has its own icon shape as well as its own colour: a circle with a tick for on target, a triangle with an exclamation mark for near target, and a diamond with a cross for off target.
- High contrast — In Windows high contrast mode every mark uses the colours of the contrast theme. Bands become an outline with dashed boundary lines, custom bar, band and marker colours are set aside, and status stays readable through the icon shapes.
- Contrast-checked themes — The colour pairs that carry meaning in the SmartVisuals, Dark, Clean (White) and Slate themes are checked against WCAG contrast ratios in the visual's test suite.
- Languages — The format pane, notes, tooltips and screen-reader text are available in 20 languages: English, Czech, Danish, Dutch, French, German, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil), Portuguese (Portugal), Slovak, Spanish, Swedish, Turkish, Chinese (Simplified) and Chinese (Traditional).
More answers are in the Bullet Chart page FAQ. Found a bug? Report it here.
SmartVisuals KPI Weather
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), then:
- Map your KPI names, Actual and Target. Every KPI gets its weather in a grid, or a hero for a single KPI.
- Add a period field such as Month for the trend arrow and sparklines, and a measure to Comparison for vs prior year.
- Set tolerance bands, lower-is-better and the layout, theme and words in the format pane.
- Set an outlook horizon or pace to try Premium Outlook; everything previews in full while you edit.
Licensing
The free tier works for every viewer with no licence. Premium is $1.99 per user per month or $19 per user per year, bought on Microsoft Marketplace and assigned in the Microsoft 365 admin center. Every premium feature previews free in edit mode, and unlicensed viewers always see a working visual, never a blocked one or a watermark.
Use Cases
- Monthly plant scorecard for operations — A plant controller maps the KPI name to KPI, the area (Quality, Delivery, Safety) to Group, Month to Period, and the Actual and Target measures. Each KPI gets a tile with its weather, a trend arrow and a sparkline with the target line, grouped under headers that count how many are sunny. With Sort set to Worst first, storms and rain come to the top of the grid.
- One mixed scorecard of higher- and lower-is-better KPIs — A quality lead keeps revenue, scrap rate, complaints and lead time in one visual. A 0/1 column in the Lower is better well, aggregated with Max, sets the direction per KPI, and a Unit or format column gives each row its own unit (%, days, €). Being 5 % over the scrap target and 5 % short of the revenue target land in the same weather.
- Service levels with absolute limits — Some KPIs have a fixed tolerance rather than a percentage, such as a lead time that is acceptable up to 12 days and critical beyond 15. Binding measures to Rain threshold and Storm threshold sets those boundaries per KPI, while KPIs without them keep the percentage bands from the Weather rules card.
- Wall screen in the plant or contact centre — A single KPI, or Layout set to Hero, shows one large forecast readable across the room. With several KPIs, Rotate KPIs every n seconds cycles through them, with rotation dots and a visible pause control. The Dark theme and Weather animation set to Continuous (wall screens) suit a screen that runs all day.
- Management meeting status table — For a board pack where weather art would feel out of place, Layout set to Boardroom table shows status shape, word, actual, target, variance and trend per KPI. Weather words set to Business reads On target, Within tolerance, Below target and Critical, and one measure in the Comparison well adds a vs prior year column, free.
- Budget outlook for the rest of the year (Premium Outlook) — A finance team keeps monthly budgets in the Target measure through December and leaves future actuals blank. With Periods ahead set to 3 in the Outlook card, the Forecast strip shows the weather for the next three months per KPI, each judged against its own month's budget, with the chance of meeting target and a storm warning in the weather report sentence.
Troubleshooting
Every KPI shows fog and the word No reading.
The weather is always actual against target, and the visual never guesses a status. Fog means the KPI has no Actual or no Target for its current period. If the Target well is empty, edit mode shows a hint saying so; bind your plan, budget or goal measure there. If only some KPIs are foggy, check that the Target measure returns a value for those rows in the latest period that has an actual.
The visual judges a month that has not happened yet, and shows a storm for it.
With a Period field, today's weather comes from the latest period that has an actual. A blank actual counts as no reading, but a zero counts as a real value. If your Actual measure returns 0 for future months (for example through COALESCE or + 0), the visual treats the last month as current and compares 0 with its target. Change the measure so future periods return BLANK(), and the last month with real data becomes Now again.
The Period shows only years, or the trend arrow and sparkline look wrong.
The Period well needs the date or period column itself, not its date hierarchy. If Power BI added Year, Quarter, Month and Day levels, open the drop-down on the field in the Period well and choose the date column instead of Date Hierarchy, or remove the extra levels so only the month column remains. Text periods such as month names, quarters or Sprint 5 also work.
A cost or defect KPI shows sunny when it is over target, or every KPI flipped to lower-is-better.
Direction in the Weather rules card sets higher or lower is better for the whole visual. For a mixed scorecard, bind a column to the Lower is better well with 1, true or yes for lower-is-better rows and 0 for the others; a blank row uses the Direction setting. If a text column was dropped there, Power BI aggregates it with Count, which marks every KPI; the visual ignores the field and shows a warning icon. Set the field's aggregation to Max.
The Trend or Outlook card is missing from the format pane, or no outlook appears.
The format pane only shows cards that have an effect. Trend appears once a field is in the Period well. Forecast also needs Current value from in the Trend card set to Latest period, because a sum or average of periods has no next period to forecast. The outlook starts when Periods ahead is above 0 and a KPI has at least three periods with an actual. The Pace card works the other way round: it appears only without a Period field and with a Target bound.
The forecast, chance of meeting target or second comparison show while I edit but not for colleagues in reading view.
These are Premium Outlook features. In edit mode every premium feature previews in full, so you can set everything up before buying. Viewers without a licence still see a working visual in the free tier: weather, trend, sparklines, targets, the first comparison and every layout and theme. A KPI set up with pace to target reads No reading for them rather than a wrong weather. To show premium features to a colleague, assign them a licence in the Microsoft 365 admin center under Billing, then Licenses.
A warning icon says Not all data is shown.
Power BI sends a custom visual at most 500 KPIs and the latest 60 periods, so the visual shows this icon when the data reaches either limit. Filter the page or the visual to the KPIs and periods you want, for example with a relative date filter on the period column, and the warning clears.
My weather colours, art style or backdrop change in high contrast, or I need to use the visual without a mouse.
In a Windows high-contrast theme the visual deliberately draws outline art in the host's colours, ignores custom colours, switches off Sky scenes and animation, and keeps the status readable from the glyph shape and the word. For keyboard use, the visual is one tab stop: arrow keys move between KPIs (or step through KPIs in Hero), Home and End jump to the first and last, Enter or Space selects (Space pauses a rotating Hero instead), Escape clears the selection, and Shift+F10 opens the context menu.
Articles
Accessibility
| Tab | Moves focus to the visual. All KPIs share one tab stop, so Tab leaves the visual in one step. |
| Arrow keys | Move to the next KPI. In the grid they follow the tiles on screen; in the strip and the Boardroom table they go down and up the list. In Hero they step through the KPIs. |
| Home / End | Jump to the first or the last KPI. |
| Enter or Space | Selects the focused KPI and cross-filters the page. Ctrl+Enter adds it to the selection. |
| Space (rotating Hero) | Pauses or resumes the rotation through KPIs. |
| Escape | Clears the selection. |
| Shift+F10 or the context-menu key | Opens the Power BI context menu for the focused KPI. |
- Not colour alone — The shape of the weather glyph is the status (sun, cloud, rain, storm, fog), so it reads in greyscale. Each KPI can also show its weather or business word, and the trend arrow points in its direction.
- Screen readers — The visual is announced as a list of KPIs with their count and the weather report sentence. Each KPI is announced with its name and group, weather word, period, actual, target, performance, variance and comparisons, and whether it is selected. On a rotating Hero it also says that Space pauses.
- High contrast — In a Windows high-contrast theme the visual uses only the host's foreground and background colours, draws the weather art as outlines, ignores custom colours, and turns off Sky scenes, status stripes and animation. Focus and selection use the host's selected colour.
- Reduced motion — When the operating system asks for reduced motion, every weather animation is switched off. By default animations play once and then rest; the lightning flash is limited to small, slow changes in brightness. A rotating Hero has a visible pause button and pauses while the pointer is over it.
- Languages — Format pane and visual text in English, Czech, German, Spanish, French, Italian, Dutch, Polish, Portuguese (Brazil) and Slovak.
More answers are in the KPI Weather page FAQ. Found a bug? Report it here.
SmartVisuals Scoreboard
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), then:
- Map a competitor column to Side and a measure to Score. The match centre shows the scores and who leads. Or skip Side and map two measures to Score to play them against each other.
- Add Period for the linescore and momentum, and Event with Event Time to turn rows into goals in the events feed.
- Add a Match field to page through fixtures and build the league table, and Start and End for the game clock.
- Pick a layout and theme, set lower is better or a tie margin per measure, and you're done. Everything is free.
Licensing
The Scoreboard is completely free. There is no licence to buy, no key to enter and no premium tier: every feature renders for every viewer.
Use Cases
- Plant against plant in a monthly shipping challenge — An operations team maps Plant to Side, a Units Shipped measure to Score, Week to Period and the order number to Event with its timestamp in Event Time. A Start and End measure for the challenge window drive the clock. The wall screen shows both plants' totals, "PLZ LEADS BY 1,250", a weekly linescore and every new order arriving in the events feed, newest first.
- Revenue this year against last year — Finance leaves Side empty and puts Revenue This Year and Revenue Last Year in Score. The two measures play each other: the title reads "Revenue · This Year vs Last Year", the short codes are TY and LY, and the lead is the gap in revenue. Set Numbers > Display to Compact (1.2K) for a small tile, or let Layout > Auto pick the Score bug when the tile is short.
- Production lines where fewer defects wins — Quality maps Line to Side and a Defects measure to Score, then turns on Measures > Defects > Lower Is Better. The line with fewer defects leads, the arrow points at it, and with Layout set to LED board the result reads like a stadium display. A Tie Margin under Match Rules calls a draw when two lines are within a few defects of each other.
- A plant duel on several KPIs at once — Two plants on Side, with Units Shipped, OEE, Scrap Rate and On-Time Delivery in Score. The first measure is the headline; the others appear as mirrored stats underneath with the better side marked, and Scrap Rate is set to Lower Is Better. Switch Match Rules > Score to Measures won and a plant that wins three of the four KPIs leads 3-1.
- A league table from a season of fixtures — A results table with one row per plant per fixture: Fixture on Match, Plant on Side, Units Shipped on Score. Layout > League table builds the standings with played, won, drawn, lost, for, against, goal difference, points and the form guide. Match Rules sets the points per result and names a top and bottom zone, such as Cup final and Improvement plan.
- Sales teams on an office TV — Region on Side, Revenue on Score and Week on Match, so the board pages through each week's fixtures on its own (Paging and Screen > Seconds Per Match). Hovering the board or pressing P pauses it. On an always-on OLED screen, Burn-In Guard (Shift 1 px) moves the board by one pixel every five minutes.
Troubleshooting
I put This Year and Last Year in Score, but the board shows one score per region instead of the two years against each other.
When a Side field is bound, each Side value is a competitor and only the first Score measure is the score; further measures become stats underneath. To play two measures against each other, remove the field from Side. If only one measure is bound and there is no Side, the board asks you to add a second side or a second measure.
With Period bound, a score is much higher than the same measure in a card, or a percentage is over 100%.
With a Period or Event field bound, the board combines the period rows itself. Auto adds numbers up and averages percentages, but a distinct count, an average or a balance such as stock or headcount does not add up across periods. Open Measures, pick the measure's group and set Combine Periods By to Average, Latest or Maximum. Without Period or Event, every score is exactly what your model returns.
A side shows a dash instead of a score, or a side called (Blank) appears.
A dash means the measure returned blank for that side in the current filter context. Blanks are not treated as zero, so that side never leads and goes to the bottom of the standings. A side named (Blank) means some rows have an empty Side value; filter them out on the visual or give them a name in the model.
The periods in the linescore are in the wrong order.
Dates and numbers always sort ascending. Text periods keep the order Power BI sends, so a fiscal year sorted with Sort by column stays as you sorted it. If the text is only sorted alphabetically, the board puts month names in calendar order and numbered labels in natural order (W2 before W10). For anything else, set Sort by column on the period column in the model or bind a date column instead.
The logos do not appear, and Logos > Show Logos says some are not shown.
The Logo field takes a base64 image data URI per side, such as data:image/png;base64,... built in Power Query. Web addresses are never loaded, and an image longer than 32,766 characters arrives cut off, so keep images to about 20 KB (64 to 128 px). The description under Show Logos names the reason for the first refused value. Logos also need a Side field; with two measures as sides there is nothing to attach them to.
I expected the match centre but got a small score bug or a league table.
Layout > Auto chooses by size and data: a tile under 220 px high, or narrower than 360 px and under 320 px high, gets the Score bug, and more than four sides without a Match field get the League table. Pick Match centre, Score bug, LED board or League table in Layout > Layout to fix the choice. Style > Boardroom (plain) shows the LED board as the match centre.
In Windows high contrast mode my side colours are gone and the Sides card is missing.
This is on purpose. In high contrast the board uses the system colours, so the per-side colour pickers are hidden. The lead is still shown by the arrow and the words, results by letters, and zones by name. Your colours come back when high contrast is turned off.
The board is missing from a PDF or PowerPoint export, or from a subscription email.
Power BI includes a custom visual in PDF and PowerPoint exports and in subscription emails only after Microsoft has certified it, and Scoreboard is not certified yet. Until then, share the live report or take a screenshot of the board.
Articles
Accessibility
| Tab | Moves focus onto the board. The whole visual is one tab stop, with a visible focus ring. |
| Arrow keys | Move between sides, periods, events and table rows; each one is read out as you land on it. |
| Home / End | Jump to the first or the last element. |
| Enter or Space | Selects the focused element and cross-filters the report. |
| Ctrl+Enter | Adds the focused element to the selection. |
| Escape | Clears the selection. |
| Page Up / Page Down | Go to the previous or next match, or the next page of the league table. |
| P | Pauses or resumes paging through matches. |
- Screen readers — The board is labelled with the title, the clock, each side's score and the lead sentence, plus the page number and the keyboard help. A hidden table carries the period linescore. Lead changes ("Plzeň takes the lead"), new events and page changes are announced as they happen.
- High contrast — In Windows high contrast the board uses the system colours, hides the per-side colour pickers and ignores the transparent background setting. Your own colours come back when high contrast is off.
- Reduced motion — When the system asks for reduced motion, scores change without the odometer roll and the celebration band is not shown. Screen-reader announcements of goals and lead changes still happen.
- Not colour alone — The leader is marked by an arrow toward them or "=" when tied, and by a sentence such as "PLZ LEADS BY 1,250"; results read as W, D and L in the form guide, and table zones are named in a text legend.
- Languages — English, Czech and German, for the format pane and every string drawn on the board.
More answers are in the Scoreboard page FAQ. Found a bug? Report it here.
SmartVisuals Calendar Heatmap
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), then:
- Map a date or date/time column to Date and a measure to Value. The year strip appears with weekly totals, a weekday profile and the insight sentence.
- Choose the view (Year strip, Month grid or Matrix heatmap), the year type, week start and holiday country in the format pane.
- Add a Target measure, a Small multiples field, Notes or Holidays from your data, or Matrix rows and Matrix columns for a field-by-field heatmap.
- Set up to three rules with badges and pin notes for single days or date ranges directly in the format pane.
Licensing
The free tier works for every viewer with no licence. Premium is $1.99 per user per month or $19 per user per year, bought on Microsoft Marketplace and assigned in the Microsoft 365 admin center. Every premium feature previews free in edit mode, and unlicensed viewers always see a working visual, never a blocked one or a watermark.
Use Cases
- Daily plant output with holidays and record days — An operations manager maps the production Date to Date and Sum of UnitsProduced to Value, with the shift log's Note column on Notes. Under Calendar, Public holidays is set to the plant's country so a quiet bank holiday is hatched instead of looking like a bad day, and Rule 1 stars the five best days with the name Record day. The year strip shows weekly totals, the weekday profile and a one-line insight on top.
- Service desk tickets by weekday and hour — A service desk lead maps the ticket's OpenedAt date/time column to Date and Sum of Tickets to Value, then sets View to Matrix heatmap and Matrix > Rows × columns to Weekday × Hour. The result is a punch card of when tickets arrive, with row and column totals in the margins; Cells > Cell shape = Circle scales each dot with the volume.
- Daily output against plan (premium) — A plant controller adds Sum of TargetUnits to Target, switches View to Month grid and sets Comparison > Colour by to Versus target with Full colour at ± % set to 20. Every day is coloured by attainment, so the days under plan stand out, and the tooltip shows target and attainment per day. In the free tier the KPI line still carries one vs target figure.
- Retail sales on a 4-4-5 year, versus last year (premium) — A retail analyst maps the sales Date and Sum of Sales, sets Calendar > Year type to Retail 4-4-5 year with the chain's year-end month and weekday, and Comparison > Colour by to Versus prior year aligned by Same weekday (52 weeks back). Each day is coloured by like-for-like change, with fiscal periods P1 to P12 along the strip.
- Downtime by production line and shift — A maintenance engineer leaves Date empty, maps Line to Matrix rows, Shift to Matrix columns and Sum of DowntimeMin to Value. The matrix heatmap shows where downtime concentrates, and Matrix > Show values as = % of row tells each line's share per shift instead of raw minutes.
- Daily cash on the company's fiscal year — A finance analyst maps the posting Date and a daily cash measure, then sets Calendar > Year type to Fiscal year, Fiscal year starts in to the company's first month and Week numbers to ISO 8601. The year strips break at the fiscal year boundary, so a July-to-June year reads as one block with its own total in the header.
Troubleshooting
The calendar turned into a small grid of months and a warning says "Showing month level".
The Date field well holds a date hierarchy that has been collapsed above days, so Power BI only sends year, quarter or month values and the visual falls back to a Year × Month matrix. In the Date field well, open the field's menu and choose the date column itself instead of Date Hierarchy, or keep the hierarchy and make sure its Day level is included. The day-level calendar comes back as soon as days arrive.
Some days are an empty colour, not the lowest colour, and the per-day average looks too high.
Those days have no value. When a measure is blank for a day, Power BI sends no number for it, and the visual draws that day in Colours > No-data colour and leaves it out of Per day, the weekday profile and streaks. A day with a real 0 is a value: it is coloured at the bottom of the scale and counts in the average. If a blank genuinely means zero in your data, return 0 from the measure for the dates you have data for (for example [Total Sales] + 0 limited to your first and last data date); if it means "not reported", leave it blank so the gap stays visible.
The punch card shows Weekday × Month and says "Weekday × Hour needs times of day".
The Date field carries dates without a time, so there is no hour to place. Bind a date/time column (such as the ticket's opened timestamp) to Date, or add a whole-number column named Hour (0 to 23) to the Date field well next to the date. Matrix > Rows × columns = Weekday × Hour then draws the punch card, and Matrix > Hour labels switches between 24-hour and 12-hour.
Daily values are far higher than the same measure in a table visual.
A date/time column on Date gives one row per timestamp, and the visual combines the rows of a day with Colours > Combine rows per cell, which is Sum by default. That is right for counts and amounts, but an average or a ratio measure gets added up. For the calendar views, bind a date-only column so Power BI evaluates the measure per day, or choose Average, Minimum or Maximum under Combine rows per cell if that is what the day should show. The same applies when extra fields on Notes or Holidays split a day into several rows.
One extreme day makes the rest of the year look the same pale colour.
Colours > Smart range (ignore extreme 2 %) is on by default and caps the top and bottom 2 % of values once there are at least 20 days. If the year is still washed out, set Colours > Scale to Quantile (outlier-proof), so each colour step holds the same share of days, or Logarithmic for values that span orders of magnitude (zero and negative days sit at the bottom of a logarithmic scale). Scale minimum and Scale maximum fix the range by hand.
Weeks start on the wrong day, or the week numbers do not match our finance calendar.
The columns of the year strip follow Calendar > Week starts on (Monday, Sunday or Saturday). Week numbers are a separate setting: ISO 8601 numbers weeks the ISO way (Monday weeks, week 1 holds the year's first Thursday) whatever the start day, while Week of 1 January = 1 counts weeks from 1 January using your chosen start day. For a fiscal year, set Year type to Fiscal year and check Fiscal year starts in, which defaults to July.
Report readers see one merged calendar and plain value colours, while I see small multiples and target colours.
Comparison colouring, small multiples, retail 4-4-5 years, measure switching, unusual-day detection and rules on target, attainment, prior year or unusual days are premium. In edit mode they all preview in full; a reader without a licence gets a working calendar with the free features (value colours, one calendar with all data, fiscal months instead of retail periods) and a single notice from Power BI. Nothing is blocked or watermarked. To give a reader the premium view, assign them a SmartVisuals Calendar Heatmap licence in the Microsoft 365 admin center under Billing > Licenses.
My chosen colours and rule fills disappear in Windows high contrast mode, or I cannot reach days with the keyboard.
In a high-contrast theme the visual uses the host's colours on purpose: colour pickers and Fill the cell with the colour are ignored, cells are outlined, and badges, notes, holidays and unusual days keep their shapes so no meaning depends on hue. For the keyboard, press Tab to move focus into the calendar, use the up and down arrows to move by day and left and right to move by week (in the matrix view the arrows move cell by cell), Enter or Space to select the focused day (Ctrl adds to the selection), Home and End to jump to the first and last day, and Escape to clear the selection.
Articles
Accessibility
| Tab | Moves focus into the calendar or matrix. All days share one tab stop; the view and measure chips, when shown, are separate buttons. |
| Up / Down arrows | In the year strip and month grid, move to the previous or next day. |
| Left / Right arrows | In the year strip and month grid, move to the same weekday in the previous or next week. |
| Arrow keys (matrix) | Move one cell left, right, up or down in the matrix heatmap. |
| Home / End | Jump to the first or the last day or cell of the panel. |
| Enter or Space | Selects the focused day or cell and cross-filters the page. Ctrl+Enter adds it to the selection. |
| Escape | Clears the selection. |
- Screen readers — The visual is announced as a calendar heatmap of your measure, by its real name. Each day reads its full date with the weekday, the measure and its value (or no data), plus the name of a matching rule and any notes. Matrix cells read their row, column and value, year headers are headings, and the view and measure chips are buttons that say which one is active.
- Tooltips from the keyboard — Moving focus to a day or cell opens its tooltip, the same one a mouse hover shows.
- High contrast — In a Windows high-contrast theme the colour scale runs from the host's background to its foreground in steps, every cell gets an outline, and custom colours and rule fills are ignored. Selection, today, notes and unusual days use the host's colours.
- Not colour alone — Rule matches carry a badge shape (star, flag, check, cross, warning, arrows), holidays are hatched, notes are a dot, unusual days get an up or down triangle, and values are printed in cells when they fit. Viridis and Cividis are colour-blind-safe palettes.
- Languages — Format pane and visual text in English, Czech, German, Spanish and French.
More answers are in the Calendar Heatmap page FAQ. Found a bug? Report it here.
SmartVisuals Countdown & Days-Since
Quick Start
Install the visual from Microsoft Marketplace (search for "SmartVisuals" in the Power BI visuals gallery), then:
- Drop a date column on Deadline to count down to it, or on Event dates to count the days since.
- No date column? Type a date such as 2026-12-31 23:59 into Date (When No Field Is Bound) in the Countdown card.
- Set the Time Zone card to the zone the deadline belongs to, and turn on Working Time if weekends and holidays should not count.
- Bind a Caption column with many deadlines and pick Deadline board, or add Actual and Goal for Pace. Everything is free.
Licensing
The Countdown is completely free. There is no licence to buy, no key to enter and no premium tier: every feature renders for every viewer.
Use Cases
- Days without a lost-time incident on a shop-floor screen — A safety lead binds SafetyEvents[IncidentDate] to Event dates and leaves Mode on Auto, which switches to Days since as soon as event dates arrive. The screen shows the days since the last incident with the best streak on record and the date it was set underneath, and with Deadline Time Zone set to the plant's named zone (for example Europe/Prague) the counter turns over at the plant's own midnight, not UTC's.
- Project milestones as a deadline board — A project office binds Milestones[Milestone] to Caption and Milestones[TargetDate] to Deadline and sets Mode to Deadline board. Every milestone becomes a row sorted soonest first, overdue rows on top, each with a state chip (Due soon, Due today, Overdue) driven by the thresholds in the States card. Clicking a row cross-filters the milestone table beside it.
- Month-end close countdown that resets itself — A finance team needs no date column at all: in the Recurrence card they pick End of every month and set At (HH:MM) to 23:59, then set After It Reaches Zero to Roll to the next occurrence. With Layout set to Ring, the ring shows how far through the month they are, and the countdown starts again on the 1st without anyone editing the report.
- Working days left before an audit, holidays excluded — A quality manager binds the audit date to Deadline and a column of public holidays and shutdown dates to Non-working dates, then turns on Count Working Time in the Working Time card. The big number keeps the calendar countdown and the readout underneath gives the working days left, with weekends and every bound holiday taken out.
- Are we on pace for the quarterly output goal — An operations analyst binds a production measure to Actual, the quarterly target to Goal, the quarter start to Start and the quarter end to Deadline, and sets Mode to Pace. The card shows the time left plus a verdict (Ahead of plan, On track, Behind plan), the gap to plan, the rate still needed per day and the projected finish. Spread Over set to Working days spreads the remaining work across working days only.
Troubleshooting
The visual shows a countdown to the end of this month and a hint, not my deadline.
That is the start screen. It appears while nothing is bound to Deadline or Event dates and no usable date is typed in the Countdown card. Either drop a date column on Deadline (or on Event dates for a days-since counter), or type a date into Date (When No Field Is Bound) in the format 2026-12-31 or 2026-12-31 23:59. Other formats such as 31/12/2026 are not read, and the start screen stays.
A warning icon says some rows are not dates, or the visual shows no date to count to.
The bound column holds text or numbers rather than dates. The visual never reads a number as a date on purpose: an Excel serial, Unix seconds and Unix milliseconds look the same, and a wrong guess would be silently wrong. Change the column's data type to Date or Date/Time in Power Query or the model. Also check the field well: if it shows Date Hierarchy, open the field's menu and choose the column itself so the visual receives the full date, not Year or Month on their own. The warning can be turned off with Warn About Rows That Are Not Dates in the Diagnostics card.
A milestone is missing from the deadline board.
Three usual causes. Rows with a blank Deadline have no date to count to and are left off the board. The board shows at most the number set in Maximum Rows (8 by default) and only as many rows as fit the visual's height, so make the visual taller or raise Maximum Rows; Say How Many Rows Are Hidden adds a line such as + 6 more so nothing disappears without a trace. Finally, the visual reads up to 5,000 rows, and binding Non-working dates from an unrelated table multiplies milestones by holidays, so a few hundred of each can exceed that.
The days-since counter turns over in the middle of a shift, not at midnight.
Day boundaries follow the zone in the Time Zone card. With Deadline Time Zone on Report viewer's local zone, the day ends at the viewer's own midnight, or at UTC midnight if A Day Ends At is set to UTC midnight. For a plant screen, set Deadline Time Zone to Named zone and type the plant's zone in Named Zone, for example Europe/Prague, so the count changes at the plant's midnight whatever device shows it. Turn on Show The Zone On The Visual to see which zone and offset are in use.
A warning says Unknown time zone and the deadline looks an hour or more off.
The text in Named Zone (e.g. Europe/Prague) is not a valid IANA zone name, so the visual falls back to the report viewer's own zone. Check the spelling and use the Region/City form, for example America/New_York or Asia/Kolkata. For a fixed offset with no daylight saving, choose Fixed offset in Deadline Time Zone and type it as +02:00.
Different people see slightly different numbers, or one screen is clearly wrong.
The visual ticks on the clock of the device showing the report, which is what keeps it live between refreshes, so a device with a wrong clock shows a wrong count. Bind a measure such as Model Now = UTCNOW() to Reference time: if the device clock is running behind the model by more than 90 seconds, the visual corrects for it. A reference older than the device clock, which is normal for an Import model refreshed hours ago, is ignored on purpose so a stale refresh never rewinds a correct clock. Show Where The Clock Comes From in the Diagnostics card prints which clock is in use.
I bound incident dates but the visual counts down, or shows Overdue, instead of counting up.
The dates are on Deadline, which counts towards a date, so a past incident reads as overdue. Move the column to Event dates. With Mode on Auto (from the fields), bound event dates switch the visual to Days since; if Mode was set by hand to something else, set it to Days since (count up). With only one event bound there is no earlier gap to compare with, so the best streak is the current one.
In high contrast mode the warning and overdue colours disappear.
In Windows high contrast mode Power BI replaces report colours with the system palette, so colour alone cannot carry the state. Keep Show State Icon and Show State Label on in the States card and every row and card still says Due soon, Due today or Overdue in words. On the deadline board, Tab moves focus into the board, the up and down arrow keys move between rows, Enter or Space cross-filters the report to the focused row and Escape clears the selection.
Articles
Accessibility
| Tab | Moves into the visual. The countdown card, the deadline board and the milestone track are each a single tab stop. |
| Down arrow / Up arrow | On the deadline board, moves to the next or previous row; it stops at the first and last row. |
| Enter / Space | Cross-filters the report: on the board to the highlighted row, on a single countdown to its date. |
| Ctrl+Enter | Adds the row to the current selection instead of replacing it. |
| Escape | Clears the selection. |
- Screen readers — A single countdown is read as one sentence with its caption, for example Audit: 12 days 4 hours remaining, or 312 days since the last event. Updates are announced politely when the leading unit or the state changes and otherwise at most once a minute, so a ticking clock never floods the screen reader. The board announces how many deadlines it holds and the soonest one, and reads each row's caption and time left as the arrow keys reach it.
- Not colour alone — Every state has an icon and a word as well as a colour: ▲ Due soon, ● Due today and ■ Overdue, and the board puts the same word in a chip on each row. Show State Icon and Show State Label in the States card are on by default, and the words can be changed there.
- High contrast — In Windows high contrast mode the number, the state colours, the board chips and the secondary text all take the system foreground colour, and the tinted fill behind each board chip is dropped. The state is still told by the icon and the word.
- Reduced motion — When the operating system asks for reduced motion, the flip and fade effects on changing digits and the blinking separator are switched off. The numbers keep updating; only the movement goes.
- Languages — The format pane is in English. Set Language Of The Words in the Units card to Follow the report locale and the unit words (days, hours, minutes, seconds) appear in the report's language with correct plurals, in 22 languages: Arabic, Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Slovak, Spanish, Swedish, Turkish and Ukrainian. Digits follow the report locale too, and Arabic and Hebrew get a right-to-left layout.
More answers are in the Countdown page FAQ. Found a bug? Report it here.