SWITCH function in Power BI - Dashboard Guide

Dashboard Mode - SWITCH function

Dashboard Goal

Understand how sales performance varies by product category and show a clear label for each category using the SWITCH function.

Sample Data

Order ID	Product Category	Sales Amount
1001	Electronics	250
1002	Clothing	150
1003	Electronics	300
1004	Furniture	450
1005	Clothing	200
1006	Furniture	350
1007	Electronics	400

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUM('Sales'[Sales Amount])
  Result: 2100
• Calculated Column: Category Label
  Formula:
  Category Label = SWITCH('Sales'[Product Category], "Electronics", "Tech Gear", "Clothing", "Apparel", "Furniture", "Home Goods", "Other")
  This replaces category names with friendly labels.
• Bar Chart: Sales by Category Label
  Shows total sales grouped by the new Category Label.
• Table: Sales Details
  Shows Order ID, Product Category, Sales Amount, and Category Label columns.

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |  Sales by Category   |
|       (KPI Card)      |      (Bar Chart)     |
+----------------------+----------------------+
|                Sales Details Table               |
+-------------------------------------------------+

Interactivity

A slicer on Product Category lets you filter all components. Selecting a category updates the KPI card, bar chart, and table to show only that category's data.

Self Check

If you add a filter for Product Category = Electronics, which components update and what will the Total Sales show?

• All components update to show only Electronics data.
• Total Sales will show 950 (250 + 300 + 400).

Key Result

Dashboard shows total sales and sales by friendly category labels using SWITCH function.