In this context, I would like to create inventory maps that highlight product locations, change colors based on the number of inventory lots, and trigger warnings if there are any expired or used-up (estimated) lots.
Precondition: Create 1 column to calculate expired
inventory in number format, because the Conditional Formatting in Power BI does
not have a "CountIf" function for this visual. In my example, I set
an alert if the inventory is about to expire/be used up within the next 3 days.
Prepare inventory maps in SVG format
Draw simple maps using PowerPoint or any drawing tool, then
use synoptic.design to export the drawing to an SVG file.
By using https://synoptic.design/
SVG files exported from synoptic.design provide the best
support for conditional formatting on data labels and categories, but the
drawing requirements are very strict. The area must be clean; if there are
components inside, they must be illustrated by dashed lines or high
transparency levels.
By using PowerPoint If you export the SVG file
directly from PowerPoint, conditional formatting can only be applied to the
area color (no category/data label support). The maps can be sophisticated or
simple, but make sure each Location ID is a separate "Union"
image. If each location ID is not a separate object, the Power BI visual cannot
identify them.
When finished drawing maps, select all and Save as SVG
file.
Map location ID with SVG map in Power BI - Synoptic
visual
In Power BI, get the visual named Synoptic Panel.
Drag the warehouse name to the Category field, then click “Add map”
-> “Local map” and select your SVG file.
Click “Edit”
Select each section and assign the
corresponding warehouse/location name.
Once mapping is complete, click "Save
and Close".
Drag your measure/value (Count,
Sum, or Average) into the Measure field. (e.g., Count of lots per
location).
Enable Data Labels and
format as needed.
Result
3. Apply Conditional Formatting (Heat Map)
To visualize inventory density, apply a heat-map effect
based on total lot quantities:
Access the "Custom
Color" settings in the visual pane.
Define your threshold criteria
Result: The areas will
change color based on the volume of inventory.
4. Set Alerts for Expired Items
Since area colors are already used for lot quantities, use Category
Labels or Data Labels for expiration alerts:
Access "Custom Color" for labels.
Set the rule based on the Sum of
Expired3 (the calculated column mentioned in the Precondition).
Result: Labels will
highlight (turn Red) when items are expiring within 3 days.
Add Drill-down Functionality using Bookmarks
Since the free version of Synoptic Panel does not support
multi-level maps, we use Bookmarks to switch between "Parent" and
"Child" (detailed) maps.
Create Child Visuals
- Create
a separate visual for each warehouse's detailed layout.
- Filter
each child map to show only its specific locations (Loc_name).
- Format
labels and rules as needed.
Duplicate the finished child-map visual, change the parent
warehouse, and replace the child-map to quickly create other visuals.
Step 2: Setup Bookmarks and Selection Pane
Enable the Bookmarks and Selection panels. In
the Bookmarks panel, click “Add”. Double-click the bookmark name to
rename it.
Enable the Bookmarks and Selection panels. In
the Bookmarks panel, click “Add”. Double-click the bookmark name to
rename it.
Click the “visible” (eye) icon to hide other child-maps.
Click “Update”.
Repeat with other child-maps. Then place all child-maps at
the same coordinates.
Insert button to each warehouse, in this context, I insert
right arrow button
Select each button, then set Action type to Bookmark
and select the corresponding bookmark.
Result
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