Year in Review fields and settings

    Every field well and every setting in the format pane of version 1.0.1.0, read from the package you download. The internal names in grey are what a PBIR file or a report-authoring agent uses. Which features need a licence is on the Year in Review page; every setting works in edit mode with or without one.

    5 fields · 12 cards · 104 settings Markdown for AI assistantscatalog.json

    Fields

    FieldTakesNeededWhat it is for
    DatedateColumnOptional · up to 4The date of each row: a date column, or a date hierarchy (Year, Quarter, Month, Day).
    ValuevalueMeasureOptionalThe measure the year is about: revenue, units, orders, hours, visits.
    CategoriescategoryColumnOptional · up to 2Up to two fields to rank: product line, region, channel. The first one also drives the biggest mover.
    For Each (Premium)forEachColumnOptionalOne year in review per value of this field: per sales rep, team, plant or customer. A Target that does not vary by this field counts in full for each.
    Target (Premium)targetMeasureOptionalA target or plan measure by date. A target that repeats on every category row of a day counts once; one that differs by category is added up. Dates after the last actual do not count.

    Themetheme

    SettingType and options
    ThemeselectedTheme
    • SmartVisuals smartvisuals
    • Dark dark
    • Clean clean
    • Slate slate
    Stylestyle
    • Story (bold cards) wrapped
    • Boardroom (calm cards) boardroom
    Artart
    • Shapes shapes
    • None none
    • Confetti (Premium) confetti
    • Rays (Premium) rays
    • Stripes (Premium) stripes
    Transparent BackgroundtransparentBgOn / off
    Card Corners (px, -1 = Theme)cornersNumber

    Viewview

    SettingType and options
    Viewview
    • Auto (story, grid when not interactive) auto
    • Story (one card at a time) story
    • Grid (all cards, static) grid
    Grid Columns (0 = Auto)gridColumnsNumber
    Advance AutomaticallyautoAdvanceOn / off
    Seconds Per CardsecondsNumber
    Pause On HoverpauseOnHoverOn / off
    Show Progress BarsshowProgressOn / off
    Show ArrowsshowArrowsOn / off
    Motionmotion
    • Full full
    • Subtle (fade only) subtle
    • Off off

    Periodperiod

    SettingType and options
    Periodmode
    • Latest year in the data latest
    • A chosen year year
    • Last 12 months last12
    • Whole date range all
    YearyearNumber
    Year Starts InfiscalStart
    • January 0
    • February 1
    • March 2
    • April 3
    • May 4
    • June 5
    • July 6
    • August 7
    • September 8
    • October 9
    • November 10
    • December 11
    Year Iscompleteness
    • Auto (to date when the data stops early) auto
    • Complete complete
    • To date toDate
    Week Starts OnweekStart
    • Monday 1
    • Sunday 0
    Combine Values Byaggregation
    • Auto (average for percentages) auto
    • Sum sum
    • Average avg

    Cardscards

    SettingType and options
    Show IntrointroOn / off
    Show TotaltotalOn / off
    Show PeakpeakOn / off
    Show Top categoriestopOn / off
    Show Top categories (second field)top2On / off
    Show Biggest movermoverOn / off
    Show StreakstreakOn / off
    Show RhythmrhythmOn / off
    Show RecordsrecordsOn / off
    Show MilestonesmilestonesOn / off
    Show PersonalitypersonalityOn / off
    Show Target (Premium)targetOn / off
    Show Team awards (Premium)awardsOn / off
    Show SummarysummaryOn / off
    Top NtopNNumber
    Streak CountsstreakRule
    • Auto auto
    • Periods with data activity
    • Periods above average above
    • Periods above a value value
    Streak ValuestreakValueNumber
    Target Is FortargetScope
    • Auto (one target when category rows repeat it) auto
    • All categories together (counted once) total
    • Each category (added up) split

    Texttext

    SettingType and options
    Languagelanguage
    • Auto (report language) auto
    • English en
    • Čeština cs
    • Deutsch de
    NamenameText
    TitletitleText
    Measure LabelmeasureLabelText
    NumbersnumberStyle
    • Compact (48.2M) compact
    • Full (48,213,905) full
    Fontfont
    • Theme default theme
    • Inter (built in) inter
    • Segoe UI segoe
    • Georgia georgia
    • Arial arial
    Text Size (%)textSizeNumber

    Accessibilityaccessibility

    SettingType and options
    Focus Outline ColorfocusColorColour
    Focus Outline Width (px)focusWidthNumber
    Minimum Text Size (px, 0 = Off)minFontSizeNumber
    Motionmotion
    • Full (off when the system reduces motion) full
    • Subtle (fade only) subtle
    • Off off

    Comparison (Premium)comparison

    SettingType and options
    Compare With Last YearcompareOn / off

    For Each (Premium)forEach

    SettingType and options
    Showdisplay
    • Everyone side by side, click to open multiples
    • One review at a time story
    • Gallery: key cards per person (export) gallery
    Show RankshowRankOn / off
    Ordersort
    • By value value
    • By name name
    Most TilesmaxTilesNumber

    Card Order (Premium)order

    SettingType and options
    Custom OrdercustomOn / off
    Intro Positionpos_introNumber
    Total Positionpos_totalNumber
    Peak Positionpos_peakNumber
    Top categories Positionpos_topNumber
    Top categories (second field) Positionpos_top2Number
    Biggest mover Positionpos_moverNumber
    Streak Positionpos_streakNumber
    Rhythm Positionpos_rhythmNumber
    Records Positionpos_recordsNumber
    Milestones Positionpos_milestonesNumber
    Personality Positionpos_personalityNumber
    Target Positionpos_targetNumber
    Custom card 1 Positionpos_custom1Number
    Custom card 2 Positionpos_custom2Number
    Custom card 3 Positionpos_custom3Number
    Team awards Positionpos_awardsNumber
    Summary Positionpos_summaryNumber

    Card Builder (Premium)builder

    SettingType and options
    Show Custom Card 1show1On / off
    Card 1 Titletitle1Text
    Card 1 Textbody1Text
    Show Custom Card 2show2On / off
    Card 2 Titletitle2Text
    Card 2 Textbody2Text
    Show Custom Card 3show3On / off
    Card 3 Titletitle3Text
    Card 3 Textbody3Text

    Colorscolors

    SettingType and options
    TexttextColour
    AccentaccentColour
    UpupColour
    DowndownColour
    Chart BarsbarsColour
    Progress Bars And ButtonsprogressColour
    Page BackgroundpageBgColour

    Card Backgroundsbackgrounds

    SettingType and options
    Introbg_introColour
    Totalbg_totalColour
    Peakbg_peakColour
    Top categoriesbg_topColour
    Top categories (second field)bg_top2Colour
    Biggest moverbg_moverColour
    Streakbg_streakColour
    Rhythmbg_rhythmColour
    Recordsbg_recordsColour
    Milestonesbg_milestonesColour
    Personalitybg_personalityColour
    Targetbg_targetColour
    Custom card 1bg_custom1Colour
    Custom card 2bg_custom2Colour
    Custom card 3bg_custom3Colour
    Team awardsbg_awardsColour
    Summarybg_summaryColour

    Setting a value in PBIR

    In a visual.json, a setting goes under visual.objects, by card and internal name. Toggles take true or false, choices and text a value in single quotes ('auto'), numbers a D suffix (12D).

    "visual": {
      "visualType": "wrappedYearInReview590CC3915B59468CB5347877640DE889",
      "objects": {
        "theme": [{
          "properties": {
            "transparentBg": { "expr": { "Literal": { "Value": "true" } } }
          }
        }]
      }
    }