topic Management by Objectives (MBO) with Power Bi in DAX Commands and Tips

Management by Objectives (MBO) with Power Bi

Luca2020 — Wed, 13 Apr 2022 14:31:13 GMT

Hi,

I have to calculate the amount of bonuses to be distributed to the managers of the company.

The managers are evaluated by using 3 variables --> EBITDA, ROI and Appraisal. The evaluation can be 0, 1, 2 or 3 which means I have 64 possible combinations of KPI and evaluation (0-0-1 or 1-3-2, ...).

- If two KPI out of three have been evaluated 0 or just the EBITDA is 0, then the bonus is 0 €.

- If two KPI have been evaluated 1 or more, and the third is 0 (but the KPI with 0 cannot be the EBITDA), then the bonus is 1000 €.

- If all three KPI have been evaluated at least 1 or more, then the bonus is 2000 € (ex 1-2-2 or 1-1-1 or 1-3-2).

- if all three KPI have been evaluated at least 2 or more, then the bonus is 3000 €.

- If all three KPI have been evaluated 3, then the bonus is 4000 €.

Currently I've create this measure

Mbo =

IF([Ebitda Evaluation] = 0, 0,

IF([Ebitda Evaluation] = 3 && [ROI Evaluation] = 3 && [Appraisal Evaluation] = 3, 4,

...

but it's incomplete since I require a quick rule for the remaining cases. I'd prefer avoiding writing down all 64 combinations.

Can someone help me with the measure?

Thanks!

Re: Management by Objectives (MBO) with Power Bi

Greg_Deckler — Wed, 13 Apr 2022 13:54:07 GMT

Luca2020 Use a SWITCH(TRUE()...) like:

Mbo = SWITCH(TRUE(), [Ebitda Evaluation] = 0,0, [Ebitda Evaluation] + [ROI Evaluation] + [Appraisal Evaluation] = 9, 4, [Ebitda Evaluation] + [ROI Evaluation] + [Appraisal Evaluation] >= 6, 3, [Ebitda Evaluation] + [ROI Evaluation] + [Appraisal Evaluation] >= 3, 2, [Ebitda Evaluation] + [ROI Evaluation] + [Appraisal Evaluation] >= 1, 1 )

Re: Management by Objectives (MBO) with Power Bi

Luca2020 — Wed, 13 Apr 2022 14:13:06 GMT

The difficult part is to find the general rule because:

 [Ebitda Evaluation] + [ROI Evaluation] + [Appraisal Evaluation] >= 6, 3,

But if the evaluations are 0 - 3 - 3, the total sum is 6 but the bonus is 1.000 € and not 3.000 € because they achieved only two out of three KPI.

If the evaluations are 1 - 3 - 3, the bonus is 2.000 € and not 3.000 € because at least one evaluation is below 2

Re: Management by Objectives (MBO) with Power Bi

Luca2020 — Wed, 13 Apr 2022 15:04:53 GMT

That might work:

Mbo =

IF([Ebitda Valutazione] = 0, 0,

IF(AND([Ebitda Valutazione] >= 1, [ROI Valutazione] = 0 && [Appraisal Valutazione] = 0), 0,

IF(AND([Ebitda Valutazione] >= 1, OR([ROI Valutazione] = 0, [Appraisal Valutazione] = 0)), 1,

IF(AND([Ebitda Valutazione] > 1 && [ROI Valutazione] > 1 && [Appraisal Valutazione] > 1, NOT([Ebitda Valutazione] = 3 && [ROI Valutazione] = 3 && [Appraisal Valutazione] = 3)), 3,

IF([Ebitda Valutazione] = 3 && [ROI Valutazione] = 3 && [Appraisal Valutazione] = 3, 4, 2)))))