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Hi,
I would like to report the performance of employees against a number of criteria. The data source is Excel table called Performance, example below:
Season | Criteria X | Criteria Y | Criteria Z | |
Employee A | Summer | Below | Outstanding | Exceed |
Employee B | Summer | Average | Average | Below |
Employee C | Summer | Good | Average | Average |
Employee D | Summer | Average | Outstanding | Below |
I would like to be able to show:
The assessment is not numeric however I know that to generate visuals that have the categories in order bad>good I will need to assign each rating a corresponding numeric index value.
I have added a table called Rating which I would like to link to, to assign the value to each rating. (I've chosen -1 to 3 but I suppose that could be just 1-5?)
But I cannot work out how to link the value in RatingIndex to each entry in the performance table. I have looked at the RELATED function and LOOKUPVALUE but both need the tables to be related (I think) and there is no relationship between my tables.
It feels like I should be able to do this in PBI without adding new columns into the source excel sheet to add a number next to each text rating.
When I report my Performance table I want the tool to 'see' and use the RatingIndex value rather than the text 'Below, Average etc'.
I hope that makes sense!!
Solved! Go to Solution.
Try this solution.
1. In Power Query, unpivot the Criteria columns by selecting the three Criteria columns, then right-click and select Unpivot Columns. Rename the Attribute column as Criteria.
2. Create relationship:
3. Create calculated column in Performance table:
Rating Index = RELATED ( Rating[RatingIndex] )
4. Result:
Proud to be a Super User!
Thanks @DataInsights - a huge help, I hadn't thought of unpivoting but it has worked perfectly.
Try this solution.
1. In Power Query, unpivot the Criteria columns by selecting the three Criteria columns, then right-click and select Unpivot Columns. Rename the Attribute column as Criteria.
2. Create relationship:
3. Create calculated column in Performance table:
Rating Index = RELATED ( Rating[RatingIndex] )
4. Result:
Proud to be a Super User!
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