Mini-Course Pt1 - How to Use Power BI Metrics to Quickly Create a Maintenance KPI Balanced Scorecard

In this video, I explain how to set up and configure Power BI Metrics (formally Goals) to quickly and easily create a maintenance KPI balanced scorecard.
Note: The video refers to Goals, but they are the old name for Metrics.
I'll start by explaining what Power BI Goals are then move on to how to create and configure them.
The big advantage of goals is that you can enter values and targets directly into the Power BI Service or link values and targets to visualizations on existing published reports.
You can also set the status of your goals either manually or automatically by setting up rules in the easy-to-use condition editor.
Finally, you can add performance tracking comments using the check-in feature so you can document the progress towards the Metric target value.
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⏩ Video Navigation
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00:00 - What we will cover in this video
00:42 - When to use Goals
02:50 - Creating a scorecard with goals and sub-goals
04:57 - Ongoing goals vs discrete one-off goals
05:53 - Changing goal status selection options
07:41 - Populating goal values and target manually
08:48 - Adding historical values and notes with check-ins
11:08 - Connecting the goal value to an existing Power BI report
13:33 - Auto-calculate status - example 1 - simple rules
15:00 - Connection to a trend in an existing Power BI report
16:56 - Auto-calculate status - example 2 - variable target values
19:21 - Hyperlinking to Power BI reports
20:37 - Scorecard Example 2 - Maintenance Improvement Projects
21:55 - Auto-calculate status - example 3 - date AND value milestones
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🎥 Related Videos
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Mini-Course Pt2 - Use Power BI Metrics + Power Automate to Trigger Email & Teams KPI Warning Alerts
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Mini-Course Pt3 - Power BI Metrics - Use Power Automate to Create Teams Message When Check-Ins Added
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Case Study Pt1 - Creating a Maintenance KPI Balanced Score Card in Power BI - Shape & Import Data
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🎓 Power BI Dashboard Training
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👉FREE Power BI Quick Start Course - Learn how to create your first dashboard in around 90 minutes!
effectivedashboards.com/power...
👉 Power BI Quick Start PLUS - Learn how to craft KPI management dashboards that really do help you, your boss, and your peers make better decisions!
effectivedashboards.com/power...
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📁 Resources
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👉Access to the source PBIX files for my KZbin videos:
effectivedashboards.com/cours...
👉Article series on creating a maintenance management system data model and how to address the human factors of data collection for improved data quality. (This is not just relevant to maintenance and reliability data).
effectivedashboards.com/data-...

[@anneetaylor464]

Thanks!

[@jasondavidsondata]

Thanks so much. I'm glad the videos helped you 😄

[@duggie88]

Thank you! Thank you! Thank you! All the other videos didn’t break down the scorecards enough for me especially with already have metrics I needed to create a history of metrics we already have.

[@olga6459]

Thank you so much for the clear and easy to follow up explanation. Subscribed.

[@dribeiro9564]

Thanks for the video!!!!

[@dcpowered]

Awesome video! Extremely useful and very informative. Thank you!!

[@jasondavidsondata]

Thanks so much for your kind words. Glad you found it useful. 😃

[@workstuff5253]

Fantastic detail - Thank you. Subscribed!

[@jasondavidsondata]

Thanks for your kind comment and welcome to the channel. Hopefully you'll continue to get something out of my videos 👍🙂

[@muhammadsyed5254]

the most helpful video i have seen on this topic. Thanks

[@jasondavidsondata]

Thanks for your kind words Muhammad👍

[@NatureInspiredSnipsnSnaps]

Best video on this subject, very helpful.

[@jasondavidsondata]

Thanks so much for your kind comment 😀

[@manishchaitanya8348]

This video really helped me for my work.

[@professionalboxingindia160]

Thanks for the video. How can we keep slicer interactivity with the metrics. For my situation I have 10 Metrics and 5 slicer on my report page and client needs to have an email trigger if we see a discrepancy of + or - 30% of value change. This works fine if we connect to a data and select a value but it is not dynamic since client uses slicers and the filtered value doesnot have a metric created since this creates n number of possibilities. Is there anything which we can do?

[@dilipkumar-ck1nc]

Hi great video thanks I need one help I need to see my projects status I have a condition based on date In Update rules If date is on or before status is on track or else it is at risk I tried but was not working

[@JK-oy8uw]

I need to create a dashboard to monitor the users to see number of users using power BI report and time and when they visited last time?

[@jhonnlopez6931]

Very nice video! I just have a question. I have a Metric which has 4 status rules, and each one has 2 conditions. Is it possible to copy and paste these rules? I need a Metric for different employees in my department, so creating those rules manually takes me a lot of time. Thanks!

[@jasondavidsondata]

Hi Jhonn, I had a look around and I can't find anything obvious to do this either. It looks like you can copy an entire scorecard but not a metric, which is a pity. I also looked in Power Automate to see if it was possible there. You can create and update metrics but there isn't an option to add rules that drive the status, just the option to set the initial status with the create metric or update the status with the update metric action. This means that in theory, you could create a Power Automate flow and use a condition within that flow to hold the logic that sets the status rules for your metrics. If each metric in a scorecard is evaluated against the same criteria you would then have to get all the metrics in the scorecard (there is a Power Automate action to do this), cycle through each one and compares the metric current value against the conditions, probably using a switch or nested IF statement, then set the status if it passes or fails the criteria. Set the flow to run every day or whatever period make sense. It might be worth considering this if the conditions change or you have 100s of employees you want to track, it depends on the size of your department. It's an interesting video idea, but I'll probably hold off creating one until the latest batch of updates to Metrics has been made, see this link powerbi.microsoft.com/en-us/blog/power-bi-goals-is-now-metrics-and-is-moving-to-ga/ as this might include the ability to duplicate metrics. Cheers, Jason

[@LoganLeming]

I just started using the scorecard recently and when you go to connect to the data I no longer see the ability to select 'Track all data in this time series' or 'Track this data point'. Did the updated version remove this or place it somewhere else?

[@guymorse5075]

Did you find an answer to this anywhere, I have the same question?

[@mora_5]

I want to export all the score board to excel, can it be possible?

[@andrihimawan3092]

「こんなにいいとは思えない」、