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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Creating scoreboard for measures

Ehllo everyone,   I was recently asked to create a scoreboard for a few metrics based on a KPI Scoring method. But, I am unable to set this in a Power Bi dashbaord format. It was relatively easier ...
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  • jdbuchanan71's avatar
    jdbuchanan71
    7 years ago

    Hello Anonymous 

    Please take a look at this video from avisingh 
    https://www.youtube.com/watch?v=WV5KxZRIzUE

    He goes through using a pair of label tables and nested switches to achieve what you are looking for.  You would also want to apply some FORMAT in the switches based on if you ar returning a %, count or $.

Ashish_Mathur's avatar
Ashish_Mathur
Super User
7 years ago

Hi,

Share your raw data in a format that i can paste it in an Excel workbook.  Also, how have you calculated %Performance Change?  Is it (Plan-Actual)/Actual?

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Hi Ashish_Mathur ,

 

The sample raw data looks like:

AppIDApprovedAmountFundedAmnt
1 $                         20,000 $          20,000
2 $                                  0 $                   0
3 $                                  0 $                   0
4 $                                  0 $                   0 
5 $                                  0 $                   0 
6 $                                  0 $                   0
7 $                         40,000 $          40,000
8 $                         24,000 $          24,000
9 $                                  0 $                   0
10 $                                  0 $                   0


For the above 10 applications,

Applications =10 
Approval Rate =(count of apps with an
Approved Amount > 0)/Total Apps		30%
Funded Amount =Sum of All funded
 Amount		 $          84,000

 

So, there are planned value for Applications, Approval Rate, and the TotalFundedAmount.

 

Also, the % Performance Change = (Actual - Plan)/Plan.

 

Let me know if you have any other questions.

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    I forgot to add the date column to the raw data table shared above.

     

    AppIDApprovedAmountFundedAmntSubmittedDate
    1 $                         20,000 $          20,0001/1/2019
    2 $                                  -   $                   -  1/2/2019
    3 $                                  -   $                   -  1/3/2019
    4 $                                  -   $                   -  1/4/2019
    5 $                                  -   $                   -  1/5/2019
    6 $                                  -   $                   -  1/6/2019
    7 $                         40,000 $          40,0001/7/2019
    8 $                         24,000 $          24,0001/8/2019
    9 $                                  -   $                   -  1/9/2019
    10 $                                  -   $                   -  1/10/2019

     

    Measures: Applications, Approval Rate and TotalFundedAmount are based on the 'Submitted Date' column.

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      I would also like to ask jdbuchanan71 parry2k Cmcmahan Zubair_Muhammad Mariusz 

      if you could give me any suggestions or inputs.

       

      I really need to deliver this to business soon.

      Thanks in advance.

      • jdbuchanan71's avatar
        jdbuchanan71
        Super User
        7 years ago

        Hello Anonymous 

        Please take a look at this video from avisingh 
        https://www.youtube.com/watch?v=WV5KxZRIzUE

        He goes through using a pair of label tables and nested switches to achieve what you are looking for.  You would also want to apply some FORMAT in the switches based on if you ar returning a %, count or $.