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Luca2020's avatar
Luca2020
Icon for Helper I rankHelper I
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...
  • 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)))))
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)))))