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

Mini-Course Pt3 - Power BI Metrics - Use Power Automate to Create Teams Message When Check-Ins Added

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

Case Study Pt2 - Creating a Maintenance KPI Balanced Scorecard Using the Power BI Power KPI Matrix

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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!

👉 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!

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📁 Resources
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👉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).

[duggie]

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.

[olga]

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

[muhammadsyed]

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

[NatureInspiredSnipsnSnaps]

Best video on this subject, very helpful.

[manishchaitanya]

This video really helped me for my work.

[workstuff]

Fantastic detail - Thank you. Subscribed!

[dcpowered]

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

[professionalboxingindia]

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?

[jhonnlopez]

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!

[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?

[dilipkumar-cknc]

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

[mora_]

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