Field recipes, configuration guides and reporting examples for the Allure Power BI visual suite.
Guide edition reviewed 9 October 2026. Product versions: Allure KPI Card 1.26.13, The Matrix 1.11.9, The Charts 1.9.1 and The Filter Box 1.10.1.
All visuals
Meet the Allure visual suite
Turn a report into a coherent story: headline performance, detailed financial analysis, explanatory charts, and compact filtering.
Latest visual changes · 9 October 2026
The current release baseline and the changes that affect field recipes, chart choice and variance formatting.
Less report assembly. More time explaining the result.
Use the built-in comparisons, financial structures and filtering tools to make polished reports easier to build and maintain.
Choose the right visual
Pick the level of detail first, then choose a chart that answers the question.
Your 14 references and their current visual recipes
The original pictures, their real field names, and the matching rendered examples in this edition.
Import and update a visual
Use the .pbiviz package in Power BI; the project ZIP is for editing and rebuilding.
Measures, comparisons and trustworthy totals
Keep calculations in the model where they belong, and use visual calculations when their scope is appropriate.
Read a variance correctly
Separate the numerical change from whether that change is good for the business.
Selections, cross-filtering and local focus
Make the report respond to categories and periods, while keeping local presentation controls distinct.
Axis Break for large balances and small deviations
Compress a clearly marked value interval so a small change remains visible beside a large balance.
Model dates: categorical or continuous
Preserve the calendar date supplied by the model, with scrolling or proportional spacing.
Troubleshoot blanks, filters and saved settings
Start with the model value, then check the binding, scope and display setting.
Performance and responsive data limits
Reduce expensive model combinations before shrinking the visual.
Glossary and notation
A shared vocabulary for the suite.
Offline assets and release scope
Know what is bundled and which release this documentation describes.
About this knowledge base and sources
An original Allure guide built around the current projects, with a familiar task-oriented help structure.
Percentage comparisons: pp, bp and bps without changing the source
Change only the variance unit, keep Actual/PY as percentages, and control each financial row or custom variance column independently.
Allure KPI Card
Build your first KPI Card
Show the selected-context total, then add concise comparisons and a trend.
Style the main card variances
Combine absolute, percentage and reference values into one readable comparison row.
Line, area and column trends
Add period context without losing the headline or its comparison rows.
Put IBCS Column inside a card
Keep Actual, comparison notation, absolute changes and relative changes aligned within the KPI trend area.
Simple and variance waterfalls in a card
Use a running contribution story or a reference-to-Actual bridge in the card’s trend area.
Bundled icons and embedded images
Choose a category, pick an SVG style, and place a crisp symbol entirely within the headline area.
Animated continuous and segmented progress
Turn an Actual total and a goal into a progress chart; no Trend axis is required.
Bullet Progress: goal, difference and ranges
Show magnitude, reference and business status in a compact horizontal chart.
Custom, Rows and Uniform card layouts
Build a grid or scorecard, then let each arrangement respond to available space.
Dynamic titles, subtitles and full names
Let slicer-driven text explain the context, with independent subtitle placement and typography.
Padding and responsive card spacing
Set the outer inset separately from the gaps between the headline, comparisons and chart.
Recreate the KPI card references with real fields
Headline cards, comparison trends, IBCS plots, progress, bullet progress and category layouts using one documented set of bindings.
The Matrix
Build your first Matrix
Start with a familiar table, then add hierarchy, comparisons and chart columns.
Automatic comparisons and variance columns
Add PY, PL, Budget or FC once and keep absolute/relative comparisons when groups are added.
Formatting scopes: headings, values and rows
Use one Specific column menu for overrides; keep hierarchy text independent from numeric alignment.
Hierarchy, subtotals and grand totals
Keep the row structure aligned with Power BI expansion, and place totals independently.
Create calculated columns—and chart them
Calculate a gap, ratio or adjusted variance from existing columns, then give it the same formatting as a bound measure.
Create row formulas and financial Results
Add meaningful rows without modifying the semantic model.
Show or hide columns for MTD, QTD or YTD
Use display rules for all categories or one group, independently in Chart and Table.
Dynamic column headings from slicer measures
Use SELECTEDVALUE context measures to name a column without changing its field identity.
Financial versus Mathematical calculations
Handle positive-stored costs and already-negative costs without double inversion.
Choose a chart for a Matrix column
Give numeric and formula columns their own compact visual language.
Scaling that gives variance bars room
Keep comparable marks aligned without wasting the label space or compressing every change against Actual.
Responsive charts, fit and compact rows
Let chart columns use both width and height while preserving their intended renderer.
Matrix chart-column types and variants, including Sparklines
Keep the same hierarchy and measures while selecting a per-column renderer: exact numbers, quantitative marks, trends, progress or financial waterfalls.
The Charts
Build your first chart
Use shared field wells to switch chart families while keeping the model bindings.
Chart families and field recipes
A visual index of the implemented families, with real binding names.
Columns, bars, overlaps and total bars
Compare magnitudes, split contributions or place Actual against an outlined reference.
Line and area with integrated variance
Color only the difference between Actual and reference, rather than filling the whole chart with variance status.
IBCS Variance: one family, 22 main-chart variants
Keep absolute and relative variance bands while changing the main chart to Column, Bar, Line, Area, Waterfall, Bullet or Box plot.
Waterfall variants: what to bind and why
Choose running, variance or snapshot logic first; the renderer then follows that meaning.
Result categories, inversion and missing contributions
Anchor subtotals correctly and keep Result assignments independent for each waterfall variant.
Difference highlights with a missing Result
Keep the comparison attached to the intended Result, rather than silently replacing it with Total.
Simple and financial Sankey
Use Source–Target relationships for a simple network, or add amounts and comparisons for financial flows.
Bullet charts for targets and performance
Choose comparative, qualitative or IBCS notation without using a full-size gauge.
Box plots and histograms
Preserve observation grain so a distribution describes real samples rather than aggregates.
Control charts: choose the correct type
Estimate stability locally from the supplied sequence, with limits and companion plots appropriate to the sample.
X̄–R from two columns: automatic n=5
Form consecutive subgroups from Obs# and Actual without a calculated subgroup column.
p chart with defective count and sample size
Show proportion defective with limits that account for different daily inspection counts.
Histogram capability and modern summary cards
Combine distribution, specification limits and explanatory metric tiles.
Multiple reference lines and category bands
Add independently switchable benchmarks and highlight either a value range or a category interval.
Error bars and error bands
Show supplied uncertainty bounds without confusing them with target comparisons.
Palettes, scenario patterns and conditional colors
Use business colors consistently, with targeted overrides where data needs emphasis.
Axis Range and Zoom slider
Fit an ordinary line to its data, or inspect a larger chart without filtering the model.
Legend focus, show/hide and full labels
Focus attention on one line without removing the context of the others.
Line and Area reference recipes
Match the original curve, marker, variance-area and Analytics choices while keeping the monthly and daily Date grains explicit.
Column, overlap and integrated-variance recipes
Reproduce clustered, overlapped and IBCS integrated bars/chevrons from the original column gallery.
IBCS Variance catalog: all 22 main-chart variants
A picture and field recipe for each main-chart choice, with the same absolute/relative band structure.
Waterfall recipes with actual field bindings
Keep running contributions, scenario bridges and snapshot breakdowns distinct while using the shared field wells.
Income statement and cash-flow Result waterfalls
Anchor the financial balances and let each contribution explain the next result, in either orientation.
Financial Sankey: income, balance sheet and cash flow
Use Source/Target identities and amounts to preserve the financial flow, then bind a prior scenario for Y/Y.
Statistical reference recipes and real input fields
Choose the correct observation grain and denominator for I–MR, automatic subgroup charts, attribute charts and capability histograms.
Price–Volume–Mix: from Sales LY to Sales Actuals
Explain the revenue movement with explicit Price, Volume, Mix, New and Discontinued effects, then render the reconciled bridge in The Charts.
The Filter Box
Build a Filter Box with one field well
Keep report slicers in a responsive container without maintaining separate calendar placeholders.
Slicer types, reliable selections and sorting
Choose the field first, then format its control and model order.
Linked slicers and incompatible choices
Narrow choices using the valid combinations returned by the model.
MTD, QTD and YTD from slicer selection
Expand a selected endpoint into a Date filter that drives measures elsewhere in the report.
Fiscal periods with June as period 1
Set the fiscal start explicitly so calendar months and fiscal quarters agree.
Date Picker, relative controls and rolling periods
Offer date selection and shortcuts without filling the canvas with separate slicers.
Use native slicers as period inputs
Avoid a restrictive Month filter cancelling the Date expansion produced by the box.
Show only the MTD, QTD and YTD buttons
Keep the period functionality while hiding headings, date inputs and extra controls.
Compact layout, padding and collapse
Use a horizontal filter strip or a vertical panel, with clear boundaries and readable selections.
Filter Box: calendar, cascading choices and three-button mode
Reproduce the reference sidebar and period buttons using the single Slicer fields well, with independent options for each field.
The Plant KPI Dashboard
Setup, field mappings, operational definitions and validation guidance for the supplied v1.0.27 preview.
The Plant KPI Dashboard: overview
Choose between a quick calculator and a data-backed dashboard.
Use the Quick Calculator
Understand a KPI without binding report fields.
Bind the flat input dataset
Map the required fields from a single DemoInputsFlat table.
Understand OEE, OOE and TEEP
Use the correct time denominator for each performance view.
Plan and prior-period comparisons
Prepare reference data explicitly for meaningful comparisons.
Filters, production losses and dimensions
Keep the operational context connected to the KPI.
The nine calculator families
A guide to the operational questions behind the toolbar.
Validate a Plant KPI report
A practical check before relying on operational results.