March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Early bird discount ends December 31.
Register NowBe one of the first to start using Fabric Databases. View on-demand sessions with database experts and the Microsoft product team to learn just how easy it is to get started. Watch now
I have recently moved from Tableau to Power BI and would like some guidance on how to approach an aggregation issue please. In Tableau i would use LOD for this approach, as i have many times in similar scenarios.
In this case, i have multiple KPIs within a category. I have a National value, and an Area value (North, West, East, South etc).
I want to know for each KPI, if each KPI is green in every Area (ie Nationally might be on target, but that's hiding the issue that South didn't meet target).
The approach i've taken for similar aggregations is something like {FIXED CATEGORY: COUNT(WHERE MAX OUTPUT =1)}. (Red=3, Amber= 2, Green=1).
EXAMPLE:
However, if i do this in Power BI, i get Row = 0 (At least one Area not green), + Row =1 (All Areas Green) =0
This calc sums 0 +1 =0
This approach doesn't let me aggregate at all.
Ultimately what i'm trying to get to is something like "in Category: Safety. There are 3 KPIs, of which every KPI is green in all Areas so 3/3"
I've had a suggestion that because PBI works at row level, i need to have my data with each KPI on a row. Currently i have unpivoted it. I ideally don't want two data sources that are formatted differently for different calcs.
Thanks for reading. I've had to anonymise the data for this post so don't have a .pbix file to share unfortunately.
Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.
https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523
Category | KPI | Date | Target National (Target *CountArea) | Target by Area | Amber | Good | National | North | South | East | West |
Safety | Work Incidents | 01/04/2023 | 0 | 0 | 0 | Smaller | 0 | 0 | 0 | 0 | 0 |
Safety | Near Misses | 01/04/2023 | 40 | 10 | 8 | Bigger | 59 | 10 | 11 | 15 | 23 |
Safety | Fatigue Risk Assessments | 01/04/2023 | 200 | 50 | 45 | Bigger | 246 | 51 | 62 | 55 | 78 |
Finance | Variance to budget | 01/04/2023 | 0 | 0 | 0 | Smaller | -15190 | -10000 | -500 | -1234 | -3456 |
Finance | Sales | 01/04/2023 | 4,000,000 | 1,000,000 | 900,000 | Bigger | 3,919,000 | 800,000 | 950,000 | 1,030,000 | 1,139,000 |
Finance | Profit | 01/04/2023 | 400,000 | 100,000 | 50,000 | Bigger | 540,000 | 135,000 | 145,000 | 80,000 | 180,000 |
HR | Leavers | 01/04/2023 | 20 | 5 | 3 | Smaller | 3 | 3 | 0 | 0 | 0 |
HR | Complaints | 01/04/2023 | 8 | 2 | 1 | Smaller | 0 | 0 | 0 | 0 | 0 |
HR | Training Compliance | 01/04/2023 | 90% | 90% | 85% | Bigger | 92% | 91% | 93% | 94% | 92% |
I will work out how to save the file(s) to a cloud and then publish the link. thanks for your guidance.
Expected outcome at KPI level:
Expected Outcome at Category Level:
Thanks.
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!
Arun Ulag shares exciting details about the Microsoft Fabric Conference 2025, which will be held in Las Vegas, NV.
User | Count |
---|---|
114 | |
76 | |
57 | |
52 | |
44 |
User | Count |
---|---|
165 | |
116 | |
63 | |
57 | |
50 |