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lbudack's avatar
lbudack
Icon for Advocate III rankAdvocate III
6 years ago

Calculate KPI Score Across Multiple Tables - Streamline

I have multiple tables bringing in KPIs, and I need to calculate their weighted monthly score as well as their overall weighted YTD score. My current method works but is very cumbersome, and I'm afraid it will bog down my report. 

 

In each table, I have multiplied the KPI by the weight to get the overall score. Then I use measures to calculate the MTD total for that KPI and then add it together with the others in that category to get a monthly total for the category. (My categories are in another table with an inactive relationship to an ID number in each table.) Is there an easier way to do this? I'm sure there is, but I'm not experienced enough in DAX to write an expression organically to solve this. 

 

Steps of my current set up are below: 

 

1.)    Calculated column of KPI Score is: BSC_ConstructionSubmittalsBSCKPI[kpiWeight]*BSC_ConstructionSubmittalsBSCKPI[Submittals KPI]

Calculated column of KPI Score is: 

BSC_ConstructionSubmittalsBSCKPI[kpiWeight]*BSC_ConstructionSubmittalsBSCKPI[Submittals KPI]
 
2.)  Then I take that column and use a quick measure to get the MTD value as follows: 
 
IF(
ISFILTERED('BSC_ConstructionSubmittalsBSCKPI'[moStart]),
TOTALMTD(
SUM('BSC_ConstructionSubmittalsBSCKPI'[Submittal KPI Score]),
'BSC_ConstructionSubmittalsBSCKPI'[moStart].[Date]
)
)
 
3.)  THEN I add it to others in its category with the measure below: 
[CO KPI Score MTD] + [Gates KPI Score MTD] + [Submittal KPI Score MTD]
 
I wanted to see about solving this before I move on to calculating their YTD score which I would also be grateful for help on. Thanks! 

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