SmartVisuals Year in Review

Your year in review, written by the visual. Bind a date and a measure, optionally up to two category fields, and SmartVisuals Year in Review writes the year-end recap for you, so nobody has to: bold story cards in plain language, paged like stories on a wall screen and laid out as a static grid for PDF and PowerPoint. The free tier includes every built-in card.

Free: the whole story

• Cards the visual writes itself: headline total, peak month, week and day, top lists for two fields, biggest mover within the year, longest streak (working days aware), weekday rhythm, records, milestones and the halfway date, a personality for the year and a summary.
• Contextual labels: every card carries a written line from the data that names the measure and the period. Honest copy for every case: ties are named, a lead too small to show is called a close race, negative values never get shares, a year to date says so, monthly tables never get a daily peak, percentages are averaged.
• Trend indicators and sparklines: up and down arrow badges on the biggest-mover card, month-by-month bars on the total card, weekday or month bars on the rhythm card.
• Localized: the format pane in 20 languages; the written story in English, Czech and German with real grammar, following the report, else English. Periods: the latest year, a chosen or fiscal year, the last 12 months or the whole date range.
• Advanced formatting: four themes, a calm boardroom style, art style, card corners, transparent background, five fonts, text size, seven colours, a background colour for every card, compact or full numbers, every card on or off. Responsive: cards scale to the visual, small tiles get a compact layout, grid columns are automatic.
• Interaction: highlight and cross-filter (click a category to filter the page, Ctrl-click to select several), tooltips including report page tooltips, the context menu and bookmarks.
• Accessibility, free for everyone: keyboard navigation from one tab stop (arrow keys, Page Up/Down, Home/End, G for the grid, Space or K to pause, Escape) with a visible focus outline; screen-reader labels, card position announced ("Card 3 of 11") and a full-text alternative; a visible pause button, pause on hover and focus; Windows high contrast; up and down colours always come with an arrow or a sign, never colour alone. New in 1.0.1.0: an Accessibility card with focus outline colour and width, a minimum text size and Motion (Full, Subtle, Off; the system setting wins), and progress bars filled in the theme colour.

Premium: the comparisons and the team

• Comparison with the same period last year, like for like, across the story, with up and down change badges: the total and summary, rank movement and newcomers in the top lists, last year's strongest month, the longest streak, milestones reached days earlier or later, last year's personality, the mover against last year.
• Target value: a Target field adds attainment, the day the target was reached or the remaining gap, and months on target.
• For each, as small multiples: a review for every sales rep, team, plant or customer, everyone side by side and one click to open, with rank among peers, team awards (highest total, most improved, longest streak, biggest day, most consistent) and a gallery of everyone's key cards in rows for export, sized to the visual and naming anyone who does not fit.
• Card builder with live values such as {total} and {top1}, your own card order, and the Confetti, Rays and Stripes art packs.

Authors preview every premium feature while editing. Readers without a licence see the free review and a short notice from Power BI: never blocked, never watermarked.

Good to know

• Additive measures (revenue, units, orders, hours) fit most naturally. For a rate, the visual averages daily values and says so on the card.
• Targets: a target that repeats on every category row counts once, one that differs by category is added up, and the Target Is For option settles the equal-split case; the card names the rule. The month still running counts pro rata, and budget rows after the last actual do not stretch the year.
• The comparison needs last year in the report's filter context. When last year's data starts late or stops early, the card says so instead of printing a misleading percentage.
• Up to 150,000 rows are read. If the limit cuts off the period under review, the visual says so and suggests sorting by date descending or aggregating.

Private by design

No network calls, no telemetry, the Inter font built in. Licences through Microsoft, per user. Part of the SmartVisuals family.

Documentation and FAQ: https://smartvisuals.io/visuals/year-in-review. Support: https://smartvisuals.io/support#year-in-review. Release notes: https://smartvisuals.io/changelog#year-in-review.