Power BI Blog: Power BI Metrics


Welcome back to this week’s edition of the Power BI
blog series.  This week, we look at The Artist Formerly Known As Goals.

Power BI Metrics is
the new name for Power BI Goals, and to celebrate, Microsoft added some updates
to the previously named feature.  There
are now additions of multiple milestones that allow you to add date associated
milestones within a given metric, categorical metrics that help you track
non-numerical items, and enrichment of the bulk updating feature.  Further, Power BI Metrics now supports
customer managed keys.

 

Milestones

Now, date
associated milestones can be added to a metric to help track incremental
progress toward an overall end goal.  With
this new feature, scorecards support more nuanced tracking scenarios such as
cumulative monthly targets, stepped revenue goals, and more.

Each milestone you
set is associated with a date so that you can accurately track your progress in
your scorecard the way you do in the rest of your organisation.  In the setup process, you will have the
flexibility to select whether you want to display the next milestone or the
final target for your metric on the scorecard.  This may be customised per metric.

You can see the
milestones as well as the final target visualised in the Details pane alongside
your current progress, so that it’s easier than ever to get a snapshot of how
you’re performing against your metrics.

Categorical Metrics

Now you may begin
to track metrics that are not numerical.  With categorical metrics, scorecards support
scenarios like accessibility, NPS category scores (detractor, promotor, etc.).
 To get started, select categorical from
the floating formatting bar when choosing the current and target values.

You will be able to
select from existing lists of categories or create new categories with
accessibility scores.  After creating my
categories, you may then fill out my current and target values with the
appropriate selections.

Here, you can see a
group of metrics with accessibility scores B-D, with final targets of A.

With new additions
to bulk updating, you will be able to:

  • assign
    owners
  • update
    statuses (if no rules exist)
  • create new
    or replace existing status rules
  • update
    start dates
  • update due dates.

 

Check back next week for more Power BI tips
and tricks!



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