Page pattern

Performance Analysis

Explain a performance level: how it developed, which drivers contributed, and where in the hierarchy the movement sits.

AnalysisIntermediateArchetype: Analysis / Explore
Typical user questions
  • Why is this KPI above or below budget?
  • Which departments drive the result?
  • Is this a one-week effect or a trend?

Performance Analysis — clickable example

Shared retail dataset. Every control works; the log shows what Power BI would change.

Simulation of native Power BI behaviour
Filter contextDepartment:All
Global filtersfilters
DepartmentAll
Main KPI + varianceskpi
Actual€8.4M
Target€8.5M
Difference€-89kvs Budget€8.5M -101%Attention

Gap €-89k (-1%) against target.

Trendtrend
W1W2W3W4W5W6W7W8W9W10W11W12W13
Contribution / driversdriver
TargetFreshBeveragesGroceryNon-foodHouseholdActual
Category breakdownbreakdown
Level: department

Bars: Revenue · vertical marker: Budget

Detailed matrixdetail
Hierarchy: department › productGroup › productExpanded level 1 of 3
RowsRevenueBudgetvs Budget
€2.4M€2.5M-0.9%
€1.7M€1.7M-0.7%
€1.7M€1.7M-0.8%
€1.4M€1.4M-1.4%
€1.2M€1.2M-1.7%
Total€8.4M€8.5M-1.0%
Next stepnavigation
What Power BI would do
  • Interact with a slicer, a bar or a navigation button to see the native behaviour described here.

Analysis / Explore — archetype wireframe

[ Filters / controls ] [ Primary analysis ] [ Comparison / breakdown ] [ Supporting analysis ] [ Detail ]

Simulation of native Power BI behaviour
Zone 1
Filters / controls
Zone 2
Primary analysis
Zone 3
Comparison / breakdown
Zone 4
Supporting analysis
Zone 5
Detail

Reading order follows the zones above, top-left to bottom-right.

Designer

Components: Slicers, Field parameters, Charts, Matrix, Decomposition tree

Hierarchy: Context/control → status/primary answer → explanation/breakdown → detail → next step.

Developer

Interaction: Use only interactions that support the page's next analytical step; typical next level: **Focused analysis or detail**.

Navigation: Focused analysis or detail

Implementation: Compose from the listed native visuals/controls and the standard interaction patterns in this guide; custom visuals are exceptions.

Common mistakes
Treating the archetype as a rigid screen; adding unrelated analytical tasks; duplicating controls already handled globally.
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