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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
Solved! Go to Solution.
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@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
)
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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
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