The Key Influencers visual in Power BI uses built-in AI capabilities to identify the factors that have the greatest influence on a selected measure or category. It helps users understand why a metric increases or decreases by highlighting the most significant contributors.
In this blog, we'll learn how to create and use the Key Influencers visual in Power BI.
How to Proceed?
Step 1
Launch power BI desktop app and open the new report page and import the data required.
Step 2
In “visualizations” pane click on “Key Influencers” which is highlighted in the given figure.
Step 3
Drag the required data fields into the Build visual pane.
Analyze: Metric value we want to analyze - Medal
Explain by: Influencer – Region that influence number of Medals - Region
Expand By: Specifies an additional dimension used to further segment the analysis. It is optional and can be left blank if not required.
Step 4 Features of Key Influencer
There are two tabs in this visual
- Key Influencers
- Top Segments
Key Influencers
Key Influencers shows the top contributors where we can analyze each contributor individually. Here in this visual it shows the analysis like the “medal is more likely gold when the region is USA”. From overall data USA Region is top influencer which has a greater number of data also USA won a most of the gold medals. We have a check box to show values only for influencers in the chart on the Right-side pane.
We have a dropdown in this key Influencer page in which we can choose the metric Value for which we need to analyze the key influencers. Also, we can sort the key influencers either by their Impact or Count which is available in the bottom left of the visual.
Each individual bubble in Key influencer represents the specific factor that influences the metric we are analyzing.
Top Segments
Top Segments tab in Key Influencer Visual analyze the combination which have impact on the analyzed metric. This feature helps in understanding combined effect on the analyzed data.
Here we have 4 segments. By selecting the bubbles display the details of each segment. In segment 1 which is USA have a greater number of medals and from the overall medals they secured a greater number of gold medals.
Step 5
Filters in the chart are like special tools that allow us to focus on specific parts of the data, making it easier to understand. In this visual we Excluded the “No Medal” count.
Step 6
Customizing the appearance of Key Influencers
You can customize the appearance of the visual.
Key Influencers tab and Top segments can be kept ON/OFF.
If the Counts option is enabled then we can see ring around the influencer bubble which actually represents the percentage of data that an influencer contains.
We can change the bubble colors and their background, secondary element colors etc.,
Step 7 Save the visual
When to use Key Influencers?
Key Influencer can be used when we need to analyze individual impact of a specific metric. From the analysis we can conclude which factors plays major role in change of metric
Pros
- We can easily interpret insights from the analysis
- Even Non-technical users can understand and explore this visual.
- Quick analysis
Cons
- Accuracy of data is depending on the quality of data which has high data dependency.
- Good understanding of data is must for interpreting the results with accuracy
Conclusion
Key Influencers in Power BI are beneficial when we need quick insights into the factors impacting a metric. They are user-friendly .Here in this blog we have analyzed the categorical metric there are also other ways to interpret measures also.
Useful Information
| Tags | Power BI |
| Useful links | https://databear.com/key-influencers-power-bi-ai-visuals/ |
| MS Learn Modules | https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-influencers?tabs=powerbi-desktopg |
| Test Your Knowledge | Quiz |
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