Target/Goal - How to? Tips & Tricks?

[Jespersandren]

Hi,

Im new to Power BI and i have been trying to use Power BI and figure out how visuals work, DAX codes, different kind of functionalities etc etc. Now im trying to figure out whats the best way to handle Goals/Targets in Power BI and Visuals. My question is how do you use goals and milestones in Power BI? You can do measures and calculated columns that triggers an arrow when a specific targets is met and so forth. If you change goals/targets in your organization, do you change every single visual? How do you visualize goals/targets in visuals that dont have a easy access to target value like the gauge visual.

This is my kind of questions, maybe hard to explain but i'm interested in how you do and maybe some tips and tricks 🙂

Best Regards

Jesper

[Greg_Deckler]

Check out the KPI visualization. Good way to visualize a goal/target.

[Jespersandren]

Thanks, looked into that and your right thats one way.

Im interested in goals/target management in Power BI, hows your setup?

[v-qiuyu-msft]

Hi @Jespersandren,

You can take a look at this tutorial: KPI visuals (Tutorial).

Best Regards,
Qiuyun Yu

[Jespersandren]

Thanks for the post!

Im more interested in what kind of corporate setup you have around targets/goals in Power BI, how you have managed the setup in Power BI, if you understand what i mean?

Best Regards

Jesper

[v-qiuyu-msft]

Hi @Jespersandren,

Honestly I can't understand your question very well. Would you please share detail information about your requirement? If possible, some screenshots are better.

Best Regards,
Qiuyun Yu

[Jespersandren]

Thanks for being sincere, its quite hard to explain but let me try.

We as a company are about move our entire KPI to Power BI and to this im appointed to make this happen. Im new to the system and im trying to figure out how it works, how to make the best setup to satisfy everyones needs and there are three things that i want to know more about and it is:

1. Hows your or whats the best setup regarding all the tables? I know and i guess that in the end there are alot of tables and to have a nice structure among these is a great thing.

2. Amongst all the tables there are a few thing everything has in common (at least for us and now 🙂 ) and it is Location and Date. Unfortunatly our systems provide different variations of data around Date and Terminal (eg. SWE Gothenburg instead of Gothenburg) and to use this information i need a separate table for all our Locations and manage the Locations with relationsships. My question here is, im i doing this right or is it the right way? How do you do?

3. In all our KPI's we have targets/goals, how do you manage this in Power BI? Not all Visuals have properties for Targets/goals (like the gauge visual), should you then setup your PBIX so there is only visuals like the gauge visual? Googled this and found a guy using goals in a separate table and using values like 1, 2 and 3 and have linked an arrow picture to the specific values and when a goal or target hit this value an arrow appears.

I hope you understand more, this is not a problem, i just want to make a great setup from the beginning.

Best Regards

Jesper

[v-qiuyu-msft]

Hi @Jespersandren,

1. Hows your or whats the best setup regarding all the tables? I know and i guess that in the end there are alot of tables and to have a nice structure among these is a great thing.

If you mean table visuals, it should depend on your design. Personally, if there are other visuals, like chart, slicer, map,..,etc. I won't place all table visuals together, instead, place other visuals between the table visuals, looks like below:

Based on which kind of data you want to show, you can consider to use other visuals to display data. You can find buil-n visuals here: Visualization types in Power BI. You can also take a look at the samples to see how to design reports.

2. Amongst all the tables there are a few thing everything has in common (at least for us and now ) and it is Location and Date. Unfortunatly our systems provide different variations of data around Date and Terminal (eg. SWE Gothenburg instead of Gothenburg) and to use this information i need a separate table for all our Locations and manage the Locations with relationsships. My question here is, im i doing this right or is it the right way? How do you do?

You can go to Query Editor, and use Split Column feature to split value "SWE Gothenburg" to "SWE" and "Gothenburg" in two columns, then you can create relationship based on "Gothenburg".

3. In all our KPI's we have targets/goals, how do you manage this in Power BI? Not all Visuals have properties for Targets/goals (like the gauge visual), should you then setup your PBIX so there is only visuals like the gauge visual? Googled this and found a guy using goals in a separate table and using values like 1, 2 and 3 and have linked an arrow picture to the specific values and when a goal or target hit this value an arrow appears.

Power BI doesn't have OOTB visuals to indicates value status use arrow. You can create it in Excel then import to Power BI desktop. See: Import and display KPIs.

Best Regards,
Qiuyun Yu

[Jespersandren]

Hi @v-qiuyu-msft

Thanks for the information. It's nice to have some guidelines regarding this

Best Regards.

[v-qiuyu-msft]

Hi @Jespersandren,

Do you have any further questions? If not, would you please mark a helpful reply as an answer so that we can close this thread.

Best Regards,
Qiuyun Yu

[Jespersandren]

Sorry for late reply, been away on a course.

No thanks alot for the help.

[v-qiuyu-msft]

Hi @Jespersandren,

Do you have any further questions? If not, would you please mark a helpful reply as an answer so that we can close this thread.

Best Regards,
Qiuyun Yu