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damian_bell
Frequent Visitor

Linking table values

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:

 

 SeasonCriteria XCriteria YCriteria Z
Employee ASummerBelowOutstandingExceed
Employee BSummerAverageAverageBelow
Employee CSummerGoodAverage Average
Employee DSummerAverageOutstandingBelow

I would like to be able to show:

  • Visuals showing percentage of all employees at each rating (Below, Average etc) for each criteria. I hope to slice by 'Criteria'.
  • For each employee, a visual of their performance across all the criteria

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?)

damian_bell_0-1624363777411.png

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!! 

1 ACCEPTED SOLUTION
DataInsights
Super User
Super User

@damian_bell,

 

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.

 

DataInsights_0-1624383158953.png

 

2. Create relationship:

 

DataInsights_1-1624383318971.png

 

3. Create calculated column in Performance table:

 

Rating Index = RELATED ( Rating[RatingIndex] )

 

4. Result:

 

DataInsights_2-1624383377312.png

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

2 REPLIES 2
damian_bell
Frequent Visitor

Thanks @DataInsights  - a huge help, I hadn't thought of unpivoting but it has worked perfectly. 

DataInsights
Super User
Super User

@damian_bell,

 

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.

 

DataInsights_0-1624383158953.png

 

2. Create relationship:

 

DataInsights_1-1624383318971.png

 

3. Create calculated column in Performance table:

 

Rating Index = RELATED ( Rating[RatingIndex] )

 

4. Result:

 

DataInsights_2-1624383377312.png

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




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