How To Create Custom Visuals In Power Bi

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Tutorial: Develop a Power BI circle card visual

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• 10/12/2021
• 11 minutes to read

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In this article

As a developer you can create your own Power BI visuals. These visuals can be used by you, your organization or by third parties.

In this tutorial, you'll develop a Power BI visual named circle card that displays a formatted measure value inside a circle. The circle card visual supports customization of fill color and outline thickness.

In this tutorial, you learn how to:

• Create a development project for your visual.
• Develop your visual with D3 visual elements.
• Configure your visual to process data.
• Configure your visual to adapt to size changes.
• Configure adaptive color and border settings for your visual.

Prerequisites

Before you start developing your Power BI visual, verify that you have everything listed in this section.

• A Power BI Pro or Premium Per User (PPU) account. If you don't have one, sign up for a free trial.

• Visual Studio Code (VS Code). VS Code is an ideal Integrated Development Environment (IDE) for developing JavaScript and TypeScript applications.

• Windows PowerShell version 4 or later (for Windows). Or Terminal (for OSX).

• An environment ready for developing a Power BI visual. Set up your environment for developing a Power BI visual.

• This tutorial uses the US Sales Analysis report. You can download this report and upload it to Power BI service, or use your own report. If you need more information about Power BI service, and uploading files, refer to the Get started creating in the Power BI service tutorial.

Create a development project

In this section you'll create a project for the circle card visual.

1. Open PowerShell and navigate to the folder you want to create your project in.

2. Enter the following command:

                   pbiviz new CircleCard                              

3. Navigate to the project's folder.

                   cd CircleCard                              

4. Start the circle card visual. Your visual is now running while being hosted on your computer.

                   pbiviz start                              

   Important

   Do not close the PowerShell window until the end of the tutorial. To stop the visual from running, enter Ctrl+C and if prompted to terminate the batch job, enter Y, and press Enter.

View the visual in Power BI service

To test the visual in Power BI service, we'll use the US Sales Analysis report. You can download this report and upload it to Power BI service.

You can also use your own report to test the visual.

1. Sign in to PowerBI.com and open the US Sales Analysis report.

2. Select More options > Edit.

   

3. Create a new page for testing, by clicking on the New page button at the bottom of the Power BI service interface.

   

4. From the Visualizations pane, select the Developer Visual.

   

   This visual represents the custom visual that you're running on your computer. It's only available when the custom visual debugging setting is enabled.

5. Verify that a visual was added to the report canvas.

   

   This is a simple visual that displays the number of times its update method has been called. At this stage, the visual does not retrieve any data.

   Note

   If the visual displays a connection error message, open a new tab in your browser, navigate to https://localhost:8080/assets/status, and authorize your browser to use this address.

   

6. While the new visual is selected, go to the Fields pane, expand Sales, and select Quantity.

   

7. To test how the visual is responding, resize it and notice that the Update count value increments every time you resize the visual.

   

Add visual elements and text

In this section you'll learn how to turn your visual into a circle, and make it display text.

Note

In this tutorial, Visual Studio Code (VS Code) is used for developing the Power BI visual.

Modify the visuals file

Set up the visual.ts file by deleting and adding a few lines of code.

1. Open your project in VS Code (File > Open Folder).

2. In the Explorer pane, expand the src folder, and select the file visual.ts.

   

   Important

   Notice the comments at the top of the visual.ts file. Permission to use the Power BI visual packages is granted free of charge under the terms of the Massachusetts Institute of Technology (MIT) License. As part of the agreement, you must leave the comments at the top of the file.

3. Remove the following code lines from the visual.ts file.

   • The VisualSettings import:

                         import { VisualSettings } from "./settings";                                      

   • The four class-level private variable declarations.

   • All the lines of code inside the constructor.

   • All the lines of code inside the update method.

   • All the remaining code lines below the update method, including the parseSettings and enumerateObjectInstances methods.

4. Add the following lines of code at the end of the import section:

   • IVisualHost - A collection of properties and services used to interact with the visual host (Power BI).

                         import IVisualHost = powerbi.extensibility.IVisualHost;                                      

   • D3 library

                         import * as d3 from "d3"; type Selection<T extends d3.BaseType> = d3.Selection<T, any,any, any>;                                      

5. Below the Visual class declaration, insert the following class level properties. You only need to add the code lines starting with private.

                   export class Visual implements IVisual {     // ...     private host: IVisualHost;     private svg: Selection<SVGElement>;     private container: Selection<SVGElement>;     private circle: Selection<SVGElement>;     private textValue: Selection<SVGElement>;     private textLabel: Selection<SVGElement>;     // ... }                              

6. Save the visual.ts file.

Add a circle and text elements

Add D3 Scalable Vector Graphics (SVG). This enables creating three shapes: a circle, and two text elements.

1. Open visual.ts in VS code.

2. Add the following code to the constructor.

                   this.svg = d3.select(options.element)     .append('svg')     .classed('circleCard', true); this.container = this.svg.append("g")     .classed('container', true); this.circle = this.container.append("circle")     .classed('circle', true); this.textValue = this.container.append("text")     .classed("textValue", true); this.textLabel = this.container.append("text")     .classed("textLabel", true);                              

   Tip

   To improve readability, it's recommended that you format the document every time you copy code snippets into your project. Right-click anywhere in VS code, and select Format Document (Alt+Shift+F).

3. Save the visual.ts file.

Set the width and height

Set the width and height of the visual, and initialize the attributes and styles of the visual's elements.

1. Open visual.ts in VS Code.

2. Add the following code to the update method.

                   let width: number = options.viewport.width; let height: number = options.viewport.height; this.svg.attr("width", width); this.svg.attr("height", height); let radius: number = Math.min(width, height) / 2.2; this.circle     .style("fill", "white")     .style("fill-opacity", 0.5)     .style("stroke", "black")     .style("stroke-width", 2)     .attr("r", radius)     .attr("cx", width / 2)     .attr("cy", height / 2); let fontSizeValue: number = Math.min(width, height) / 5; this.textValue     .text("Value")     .attr("x", "50%")     .attr("y", "50%")     .attr("dy", "0.35em")     .attr("text-anchor", "middle")     .style("font-size", fontSizeValue + "px"); let fontSizeLabel: number = fontSizeValue / 4; this.textLabel     .text("Label")     .attr("x", "50%")     .attr("y", height / 2)     .attr("dy", fontSizeValue / 1.2)     .attr("text-anchor", "middle")     .style("font-size", fontSizeLabel + "px");                              

3. Save the visual.ts file.

(Optional) Review the code in the visuals file

Verify that the code in the visuals.ts file looks like this:

            /* *  Power BI Visual CLI * *  Copyright (c) Microsoft Corporation *  All rights reserved. *  MIT License * *  Permission is hereby granted, free of charge, to any person obtaining a copy *  of this software and associated documentation files (the ""Software""), to deal *  in the Software without restriction, including without limitation the rights *  to use, copy, modify, merge, publish, distribute, sublicense, and/or sell *  copies of the Software, and to permit persons to whom the Software is *  furnished to do so, subject to the following conditions: * *  The above copyright notice and this permission notice shall be included in *  all copies or substantial portions of the Software. * *  THE SOFTWARE IS PROVIDED *AS IS*, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR *  IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, *  FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE *  AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER *  LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, *  OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN *  THE SOFTWARE. */ "use strict";  import "core-js/stable"; import "./../style/visual.less"; import powerbi from "powerbi-visuals-api"; import VisualConstructorOptions = powerbi.extensibility.visual.VisualConstructorOptions; import VisualUpdateOptions = powerbi.extensibility.visual.VisualUpdateOptions; import IVisual = powerbi.extensibility.visual.IVisual; import EnumerateVisualObjectInstancesOptions = powerbi.EnumerateVisualObjectInstancesOptions; import VisualObjectInstance = powerbi.VisualObjectInstance; import DataView = powerbi.DataView; import VisualObjectInstanceEnumerationObject = powerbi.VisualObjectInstanceEnumerationObject; import IVisualHost = powerbi.extensibility.IVisualHost; import * as d3 from "d3"; type Selection<T extends d3.BaseType> = d3.Selection<T, any, any, any>;  export class Visual implements IVisual {     private host: IVisualHost;     private svg: Selection<SVGElement>;     private container: Selection<SVGElement>;     private circle: Selection<SVGElement>;     private textValue: Selection<SVGElement>;     private textLabel: Selection<SVGElement>;      constructor(options: VisualConstructorOptions) {         this.svg = d3.select(options.element)             .append('svg')             .classed('circleCard', true);         this.container = this.svg.append("g")             .classed('container', true);         this.circle = this.container.append("circle")             .classed('circle', true);         this.textValue = this.container.append("text")             .classed("textValue", true);         this.textLabel = this.container.append("text")             .classed("textLabel", true);     }      public update(options: VisualUpdateOptions) {         let width: number = options.viewport.width;         let height: number = options.viewport.height;         this.svg.attr("width", width);         this.svg.attr("height", height);         let radius: number = Math.min(width, height) / 2.2;         this.circle             .style("fill", "white")             .style("fill-opacity", 0.5)             .style("stroke", "black")             .style("stroke-width", 2)             .attr("r", radius)             .attr("cx", width / 2)             .attr("cy", height / 2);         let fontSizeValue: number = Math.min(width, height) / 5;         this.textValue             .text("Value")             .attr("x", "50%")             .attr("y", "50%")             .attr("dy", "0.35em")             .attr("text-anchor", "middle")             .style("font-size", fontSizeValue + "px");         let fontSizeLabel: number = fontSizeValue / 4;         this.textLabel             .text("Label")             .attr("x", "50%")             .attr("y", height / 2)             .attr("dy", fontSizeValue / 1.2)             .attr("text-anchor", "middle")             .style("font-size", fontSizeLabel + "px");     } }                      

Modify the capabilities file

Delete unneeded lines of code from the capabilities file.

1. Open your project in VS Code (File > Open Folder).

2. Select the capabilities.json file.

   

3. Remove all the objects elements (lines 14-60).

4. Save the capabilities.json file.

Restart the circle card visual

Stop the visual from running and restart it.

1. In the PowerShell window running the visual, enter Ctrl+C and if prompted to terminate the batch job, enter Y, and press Enter.

2. In PowerShell, start the visual.

                   pbiviz start                              

Test the visual with the added elements

Verify that the visual displays the newly added elements.

1. In Power BI service, open the Power BI US Sales Analysis report. If you're using a different report to develop the circle card visual, navigate to that report.

2. Make sure that the visual is shaped as a circle.

   

   Note

   If the visual isn't displaying anything, from the Fields pane, drag the Quantity field into the developer visual.

3. Resize the visual.

   Notice that the circle and text scale to fit the dimensions of the visual. The update method is called when you resize the visual, and as a result the visual elements get rescaled.

Enable auto reload

Use this setting to ensure that the visual is automatically reloaded each time you save project changes.

1. Navigate to the Power BI US Sales Analysis report (or to the project that has your circle card visual).

2. Select the circle card visual.

3. In the floating toolbar, select Toggle Auto Reload.

   

Get the visual to process data

In this section, you'll define data roles and data view mappings. You'll also modify the visual to display the name of the value it's displaying.

Configure the capabilities file

Modify the capabilities.json file to define the data role and data view mappings.

• Defining the data role

  Define the dataRoles array with a single data role of the type measure. This data role is called measure, and is displayed as Measure. It allows passing either a measure field, or a field that's summed up.

  1. Open the capabilities.json file in VS Code.

  2. Remove all the content inside the dataRoles array (lines 3-12).

  3. Insert the following code to the dataRoles array.

                         {     "displayName": "Measure",     "name": "measure",     "kind": "Measure" }                                      

  4. Save the capabilities.json file.

• Defining the data view mapping

  Define a field called measure in the dataViewMappings array. This field can be passed to the data role.

  1. Open the capabilities.json file in VS Code.

  2. Remove all the content inside the dataViewMappings array (lines 10-30).

  3. Insert the following code to the dataViewMappings array.

                         {     "conditions": [         { "measure": { "max": 1 } }     ],     "single": {         "role": "measure"     } }                                      

  4. Save the capabilities.json file.

(Optional) Review the capabilities file code changes

Verify that the circle card visual displays the measure field, and review the changes you made using the Show Dataview option.

1. In Power BI service, open the Power BI US Sales Analysis report. If you're using a different report to develop the circle card visual, navigate to that report.

2. Notice that the circle card visual can now be configured with a field titled Measure. You can drag and drop elements from the Fields pane into the Measure field.

   

   Note

   The visual project does not yet include data binding logic.

3. In the floating toolbar, select Show Dataview.

   

4. Select the three dots to expand the display, and select single to view the value.

   

5. Expand metadata, then the columns array, and review the format and displayName values.

   

6. To toggle back to the visual, in the toolbar floating above the visual, select Show Dataview.

Configure the visual to consume data

Make changes to the visual.ts file, so that the circle card visual will be able to consume data.

1. Open the visual.ts file in VS Code.

2. Make sure the following line appears in the file to import the DataView interface from the powerbi module. If it is not in the file, then add it.

                   import DataView = powerbi.DataView;                              

3. In the update method, do the following:

   • Add the following statement as the first statement. The statement assigns dataView to a variable for easy access, and declares the variable to reference the dataView object.

                         let dataView: DataView = options.dataViews[0];                                      

   • Replace .text("Value") with this line of code:

                         .text(<string>dataView.single.value)                                      

   • Replace .text("Label") with this line of code:

                         .text(dataView.metadata.columns[0].displayName)                                      

4. Save the visual.ts file.

5. Review the visual in Power BI service.

The visual now displays the name and value of the selected data field.

You have now created a working Power BI visual. You can add formatting options to it, or you can package it as is for immediate use.

Next steps

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How To Create Custom Visuals In Power Bi

Source: https://docs.microsoft.com/en-us/power-bi/developer/visuals/develop-circle-card

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