topic Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE in Data Stories Gallery

Team Performance vs. Target - with BOOKMARKS and TOGGLE

pawel1 — Tue, 07 Jan 2020 19:29:55 GMT

Are we going to reach the TARGET and receive our bonuses for 2017?

With the year-end approaching, I want to share with my team on a daily basis, how we are scoring against the target, where we can still push, which customer? which product? The target (and bonuses) are within reach!

This Power BI report uses bookmarks and drillthrough to better organize the content, to move fluently between pages, to switch between visuals (toggle) and to drill down Sales Reps, Customers and Products.

Analysis steps:

- Click on a team member photo to open his/her Sales Rep Bookmark. Identify negative (red) customers.

- Switch between Map and Bar visuals using the Toggle image

- Drillthrough customer (right click on the bar chart) to open Customer Bookmark

- Identify Product opportunities within customer, switch between Scatter and Matrix visuals using Toggle

- On slicer, select UNITS or PROFIT, select PERIOD to understand long and short term trends.

Refreshed daily.

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Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Anonymous — Tue, 19 Dec 2017 21:44:59 GMT

How are you creating the toggle visual/slicer?

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

pawel1 — Wed, 20 Dec 2017 10:27:26 GMT

With TOGGLE you can switch between two (or more) visuals. In my example I switch from matrix to scatter, but could be any visual:

Find or create two toggle images, one with RIGHT, one with LEFT switch
Insert a matrix chart. Copy-paste matrix and change to scatter. Place scatter on top of matrix, you will have both visuals in the same place
Insert the two toggle images, place LEFT image on top of RIGHT image, you will have both images in the same place
Open Selection Pane (View – Selection Pane) and make the following settings:
- Show RIGHT, show MATRIX, hide LEFT, hide SCATTER; save as bookmark (View – Bookmarks Pane – Add), name it MATRIX
- Show LEFT, show SCATTER, hide RIGHT, hide MATRIX; save as bookmark named SCATTER
Link the LEFT image to the MATRIX bookmark (Format Image – Link – Bookmark – MATRIX)
Link the RIGHT image to the SCATTER bookmark

Done. Use Ctrl-Mouse (in PBI Desktop) to switch between both visuals

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

manu_cosmos — Wed, 20 Dec 2017 12:10:56 GMT

Simple explanation..appreciate your time

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

ongzph — Fri, 05 Jan 2018 04:06:28 GMT

Hi, sorry for asking what may be a rather simple question (I'm not very experienced with Power BI) but how do you manage the Date Slicer in your team member page? The typical date slicer is only in a slider/list format and not nicer chiclets like this, but even if I use the Chiclet slicer visual it still displays all the individual dates instead. How do you do relative time filtering (YTD, past 30 days etc) in this case?

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Mike86 — Fri, 05 Jan 2018 09:22:48 GMT

Hi Ongzph,

You'll need to do a little bit of work behind the scenes to do this, including writing a few dax formulas. First up you need to create a new 2-column table:

No Date Option

1 YTD

2 Past 30 Days

3 Past 90 Days

4 .... Keep going with all the time options you want.

Also create a new measure: Selected Timeframe:=min(Table[No]). (Eventually you will show the 'Date Option' on the chiclet slicer, and this measure will harvest your selection. Do not create any connections for this table.

Next up, in your main data table, you will need to write a new dax formula for each of the date options. You should be able to use time intelligence functions to help achieve some of these. E.g.

Sum YTD:=TOTALYTD(sum(Data[Values]), Dates[Dates Column], "31/12/2014") where the last value is your year-end date for any year (I've used UK format which may not be approriate for you).

Finally you need one new measure which utilises the SWITCH function:

Selected Measure:=SWITCH([Selected Timeframe],1,[Sum YTD],2,[Sum 30 Days],3,[Sum 90 Days]).

What this measure will do is change the measure depending on the selected chiclet. E.g. If you press 'Past 30 Days', it create the value 2 in the [Selected Timeframe] measure. That will result in selecting the [Sum 30 Days] part of the [Selected Measure].

Now create the chiclet slicer and put the column 'Date Option' as the values (remembering to Sort By [No] to get the values in the right order).

Hope this helps - but let us know if still confused.

Thanks,

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

pawel1 — Sat, 06 Jan 2018 16:18:47 GMT

Yes, I used the method described by Mike to create the Metric slicer (to select Units or Profit)

However, for the Period slicer (to select YTD, Last 30-days, etc) I used a different approach.

I created a New Table ('Period Table') which combines desired Periods (“Year To Date”, “Last 30 Days", etc) with dates from Date table, something like this:

Looks easy, but it's not. The 'Period Table' needs to be written in Advanced Query Editor (Home-Edit Query-Advanced Editor) which requires some M' knowledge. Fortunately you can find the code for it as well as a great explanation in Chris Webb's blog here.

Hope it helps

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

kcantor — Mon, 08 Jan 2018 21:29:49 GMT

Would you consider sharing the .pbix file?

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

aiims_satish — Mon, 29 Jan 2018 19:44:30 GMT

Very nice look and feel,How did you made the first screen with navigation to certain page?

Regards

Satish

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Krishnamurthy — Tue, 30 Jan 2018 12:41:49 GMT

Impressive visualization. Can you please let us know the steps taken for desigining the opening page where when we click on images it is taking to the respective pages

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

pawel1 — Tue, 30 Jan 2018 14:13:41 GMT

Glad you like it. The 5 images on the front page are simply linked to respective 5 BOOKMARKS.

Once you have your Main Page (with KPI's for a single sales rep) working, clone it by creating bookmarks for each sales rep. In the Bookmarks Pane (View --> Bookmarks Pane) you should see 5 bookmarks named after sales reps
On the Front (Selection) Page, INSERT IMAGES (Home -->Image) of the 5 sales reps
LINK each image to a respective Bookmark (Format Image -->Link -->Bookmark)

Done. Use Ctrl+Mouse to see report for a selected sales rep.

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

aiims_satish — Thu, 01 Feb 2018 10:15:17 GMT

Thank you for Sharing this , this is a quite good feature but was hidden , we need to enable the book mark in Option tab.

Appreciate your response on the same,

Regards

N Satish

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

JP_is_BI — Tue, 20 Feb 2018 23:40:07 GMT

This is one of the most customized and well finished reports I have seen. The toggle is an amazingly innovative idea.

Congratulations on your creation!

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

sajarac — Fri, 06 Apr 2018 17:51:48 GMT

Hi there, firts at all, this is the most powerfull presentation so far for the PowerBI, I am new here, and I just create my first one and I have a question that maybe you faced before and can provide some advice.

I have my PowerAPP with some PowerBI titles added, for me works great, but for the other users, the users that have access to my PowerAPP they cannot see the titles, any idea what is the issue?

Thanks in advance

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

pawel1 — Sat, 07 Apr 2018 21:15:07 GMT

happy to hear you like my report.

regarding the issue "The report shown in this title doesn't exist or you don't have permission to view it" , please refer to the discussion in this forum. Two ideas:

"...create a new public working group"

"...after an hour or so the problem is fixed by itself" :)

hope it helps

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

sajarac — Sat, 07 Apr 2018 21:44:25 GMT

Thank you so much for your prompt reply, I will check and let you know.

Regards

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

sajarac — Sat, 07 Apr 2018 22:26:34 GMT

Hi, I have readed the post and in fact they say that creating a public group to share the reports will fix the issue.

Sorry to bother you I am new in PowerBI and I have no clue on how to do it, could you please point me in the right direction?

Thanks again

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

pawel1 — Sat, 07 Apr 2018 22:54:31 GMT

how to create public group

if the problem persists please post it on the community site here

good luck

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

sajarac — Wed, 11 Apr 2018 11:17:23 GMT

Hello, sorry to bother you again, I have been digging into this, and I have some replies form some MS Moderators, i.e "Your co-workers also require Power BI pro license to view the Power BI title."

Could you please let me know if you have a PRO license? and also if you have titles share into PowerAPP and someone else in your organization can see those titles?

Could you please confirm if PRO license is required? if not in that case I am doing something wrong because I can not get share my titles.