Power BI

Power BI Quick Start PLUS - Building a KPI Performance Management System Using Power BI

5 Modules 1 Chapter 125 Lessons Intermediate

Course overview

One of the key requirements of any dashboard is to allow the readers to quickly highlight problems and opportunities. Power BI Desktop has a powerful conditional formatting capability that allows you to draw the reader's attention to what is important and provide them with effective decision support.

This course teaches you how to use Power BI conditional formatting options to use colour to draw the reader's attention to KPIs that are not meeting their KPI target. This makes it easy for people that view the dashboard to find issues and then decide on the appropriate required actions to address these issues with underperformance.

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You'll learn how to take the reader on a journey from identifying an issue, understanding how bad it is, through to reviewing the underlying details that are causing this deviation from a target KPI value. This makes it easy to identify what action to take to improve the situation.

In addition to this, you'll learn how to define your KPIs and set target values in a single central location. You can then have multiple Power BI reports referring to this central location for KPI target values and even conditional formatting colours and text. This is a real game-changer and means that once set up, you can update KPI values in one place and have them cascade to the conditional formatting on multiple reports. You won't need to update hardcoded values into each measure within each report. This saves time and also reduces the likelihood of errors and mismatches in target values across different reports.

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Course Structure

Premium Course
Premium Course
Premium Course
41 Lessons

Module 5: Creating a Central KPI Target Management Model for Power BI

The goal of this section is to set-up a system for managing KPIs from a single, central storage location. This will replace the need to update and manage KPI threshold values in multiple measures.