IF function for conditions in Power BI - Dashboard Guide

Dashboard Mode - IF function for conditions

Business Question

Which sales transactions are considered "High Value" based on a sales amount threshold?

Sample Data

Order ID	Customer	Sales Amount	Region
1001	Alice	150	East
1002	Bob	80	West
1003	Charlie	200	East
1004	Diana	50	South
1005	Eva	120	West

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUM('Sales'[Sales Amount])
  Result: 600
• KPI Card: High Value Sales Count
  Formula: High Value Sales Count = COUNTROWS(FILTER('Sales', 'Sales'[High Value] = "Yes"))
  Result: 3
• Calculated Column: High Value
  Formula: High Value = IF('Sales'[Sales Amount] >= 100, "Yes", "No")
  This column marks each sale as "Yes" if sales amount is 100 or more, otherwise "No".
• Table Visual: Sales Details
  Shows columns: Order ID, Customer, Sales Amount, Region, High Value
• Bar Chart: Sales Amount by Region
  X-axis: Region
  Y-axis: Sum of Sales Amount

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      | High Value Sales Count|
+----------------------+----------------------+
|                                              |
|             Sales Details Table               |
|                                              |
+----------------------------------------------+
|             Sales Amount by Region Bar Chart  |
+----------------------------------------------+

Interactivity

A slicer filter on Region allows users to select one or more regions. When a region is selected, the Total Sales, High Value Sales Count, Sales Details Table, and Bar Chart update to show data only for the selected region(s).

Self Check

If you add a filter to show only Region = East, which components update and what is the new High Value Sales Count?

Answer: All components update. The High Value Sales Count becomes 2 because only orders 1001 and 1003 from East region have sales amounts >= 100.

Key Result

Dashboard shows total sales, counts of high value sales using IF condition, sales details, and sales by region.