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Luca2020's avatar
Luca2020
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4 years ago
Solved

Management by Objectives (MBO) with Power Bi

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!

 

  • Luca2020's avatar
    Luca2020
    4 years ago
    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)))))

3 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion
    4 years ago

    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
  )

     

    • Luca2020's avatar
      Luca2020
      Icon for Helper I rankHelper I
      4 years ago

      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

      • Luca2020's avatar
        Luca2020
        Icon for Helper I rankHelper I
        4 years ago
        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)))))