Case Study Pt1 - Creating a Maintenance KPI Balanced Score Card in Power BI - Shape & Import Data

This is part 1 of a case study covering how to create a Maintenance Balanced Scorecard using the Power BI Power KPI Matrix visual.

This video covers sections 1 and 2 of the case study.
- Section 1 - Understand what a Balanced Scorecard is and which maintenance management KPI I'd recommend.
- Section 2 - Importing and transforming data from multiple sources, in different formats. Then shaping it so that it can be used by the Power KPI Matrix visual.
- Section 3 - Creating and configuring the Balanced Scorecard in Power BI using the Power KPI Matrix is covered in detail in part 2 of this case study, see the link below.

You can use the video chapter links below to navigate to a specific section or even try playing the video at a slightly faster speed.

Visit the YouTube video resources section of my website using the link below to download the data source files and completed PBIX file.

----------------------------------
⏩ Video Navigation
----------------------------------
Section 1 - Introduction to a Maintenance Balanced Scorecard
00:21 - End results of the case study
01:37 - What is a balanced scorecard?
02:58 - Maintenance KPIs in the balanced scorecard
07:02 - Maintenance KPI balanced scorecard data sources
10:17 - Power BI data model overview
Section 2 - Importing Data with Power Query
11:57 - Pre aggregated data
17:57 - Calculating % difference in planned vs actual budget
22:00 - Summarising transactional data
27:54 - Transforming Excel column-based KPI data into row-based KPI data
35:56 - Creating a KPI definition table
38:28 - Create the consolidated row-based KPI table
41:36 - Creating the relationships in the data model
43:31 - Summary of Sections 1 and 2

-----------------------------------------------------
🎓 Power BI Dashboard Training
-----------------------------------------------------
👉FREE Power BI Quick Start Course - Learn how to create your first dashboard in around 90 minutes!

👉 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!

-------------------------
📁 Resources
-------------------------
👉Access to the source PBIX files for my YouTube videos:

👉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).

[edgelord]

Honestly the best instruction for a SC Dashboard!

[khalidhassi]

hello jason, you can send to me the data table ? thanks

[Wzxxx]

I love Your professional tutorials. So well prepared. Top notch! Exectly what i am looking for. Thank You a lot. Very well explained. Greeat skill to pass knowledge. Thx for Your effort. Amazing!