Forum Discussion

PaulusD's avatar
PaulusD
Resolver II
2 years ago

Saving KPI targets

Hi all,

 

I'm curious to hear how others are managing there KPI targets. 

Instead of logging each kpi in power bi as a target in a visual, how do you manage all the individual KPI's you have?

 

This especially is interesting for the business to be able to look into all the different goals that have been set. with a bunch of KPI's to manage i'd like to hear what ways/software are being used by you all :).

 

Thanks!

6 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi PaulusD ,

     

    1. One way to do this is to use the Power KPI Matrix visual object, which is a customized visual object that can be downloaded from the Marketplace. This visual object allows you to display multiple KPIs in a matrix format, each with indicators, trends, and targets.

    Refer : How to Use Power Kpi Matrix in Power BI - Zebra BI
    2. Another way is to create scorecards and manual metrics in Power BI.

    Refer: Create scorecards and manual metrics - Power BI | Microsoft Learn
    3. A third method is to use the KPI Visual Object in Power BI to display each KPI with its target and actual values.

    Refer : Key Performance Indicator (KPI) visuals - Power BI | Microsoft Learn

     

    Best Regards,

    Neeko Tang

    If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

    • PaulusD's avatar
      PaulusD
      Resolver II

      Hi Anonymous 

       

      Thanks for replying!

       

      I've heard of these visual but haven't used them as such so far. If i'm correct this has more to do with visualization than with maintaining the KPI targets themselves. Anyhow i'll definitely give these a swing to see how they are setup 🙂

       

      Any and all (other) examples are still welcome!.

       

      Thanks!

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi PaulusD ,

         

        Could you tell me if your problem has been solved? If it is, kindly Accept it as the solution. More people will benefit from it. Or if you are still confused about it, please feel free to let me know.

         

        Best Regards,

        Neeko Tang

        If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

  • CoreyP's avatar
    CoreyP
    Solution Sage

    Hi PaulusD ,

     

    At my company, we often run into situations where there are data elements that need to be changed semi-regularly, KPI targets or goals is a great example. As we want our data team focused on development, we don't want them bogged down with regular maintenance of reports to update hard-coded target values and such. We want the business owners/stakeholders responsible for setting the targets to be able to update them as they wish, without having to bother the data team. We just created a Sharepoint site, and set up specific use-case Sharepoint Lists. For your example, we would set up a Sharepoint List on that site called "KPI Targets." Within the list, you would have data elements like KPI ID, KPI Name, Effective From Date, Effective To Date, KPI Target Value, and any additional things you'd want, e.g. target change comments or whatever. We then grant edit permissions to this Sharepoint List to the business stakeholders and teach them how to enter/change KPI targets. In our PBI reports, we connect to this as a datasource, and from there we can use it in our model so that when the values change, the PBI reports automatically reflect the changes. I'm sure there are many ways you can address this requirement, but this works for us. Hope this helps!

    • PaulusD's avatar
      PaulusD
      Resolver II

      Hi CoreyP ,

       

      Thanks for replying!

      We are working on exactly the same setup as you described, indeed to allow maintanence of the KPI's by the business.

       

      The reason I asked the question is because I noticed the amount of targets being logged was quite substantial. The Sharepoint list grew exponentially. I created some different view to aggregate on KPI aspect / departement / validity etc which seemsvery similar to your approach.

       

      Perhaps we just have to work with this a little longer to become more familiar with it 🙂.

       

      Any and all (other) examples are still welcome!=.

       

      Thanks!