Accepted Solution

Team Performance vs. Target - with BOOKMARKS and TOGGLE

Member
23259 Views
Highlighted
Member
Posts: 69
Registered: ‎06-13-2017
Accepted Solution

Team Performance vs. Target - with BOOKMARKS and TOGGLE

[ Edited ]

Are we going to reach the TARGET and receive our bonuses for 2017? 

 

With the year-end approaching, I want to share with my team on a daily basis, how we are scoring against the target, where we can still push, which customer? which product?  The target (and bonuses) are within reach!

 

This Power BI report uses bookmarks and drillthrough to better organize the content, to move fluently between pages, to switch between visuals (toggle) and to drill down Sales Reps, Customers and Products.

 

Analysis steps:

- Click on a team member photo to open his/her Sales Rep Bookmark. selector-switch-1-hi.pngSwitch visuals using TOGGLEIdentify negative (red) customers.

- Switch between Map and Bar visuals using the Toggle image

- Drillthrough customer (right click on the bar chart) to open Customer Bookmark

- Identify Product opportunities within customer, switch between Scatter and Matrix visuals using Toggle

- On slicer, select UNITS or PROFIT, select PERIOD to understand long and short term trends.

 

Refreshed daily.

 

 


Accepted Solutions
Member
Posts: 69
Registered: ‎06-13-2017

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

you mean Link option?  You will find the Link option under FORMAT IMAGE - ACTION.  

In the below example:

1. click 'Biondi' picture

2. select Format Image - Action - Bookmark / Biondi to link 'Biondi' picture to 'Biondi' bookmarkbiondi.PNG

 

 

hope it helps.  or is your questions really about Title option?

View solution in original post

Member
Posts: 69
Registered: ‎06-13-2017

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Alternatively to Bookmark you can use DRILLTHROUGH.  similar result but faster, you only need to remember to rightclick instead of click.  the way I do it:

1. import a table with Names + URL Image linkdrillthrough URL.png

2. Create Front Page (with names + URL) and Detail Page 

3. Setup Drillthrough option on Detail Pagedrillthrough setup.PNG

4. rightclick Name to Drillthrough...drillthrough from.PNG

 

 

Filtered Detail Page opensdrillthrough detail page.PNG

hope it helps

View solution in original post


All Replies
Frequent Visitor
Posts: 6
Registered: ‎10-07-2015

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

How are you creating the toggle visual/slicer?

Member
Posts: 69
Registered: ‎06-13-2017

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

With TOGGLE you can switch between two (or more) visuals.  In my example I switch from matrix to scatter, but could be any visual:

  1. Find or create two toggle images, one with RIGHT, one with LEFT switchswitch.JPG
  2. Insert a matrix chart. Copy-paste matrix and change to scatter.  Place scatter on top of matrix, you will have both visuals in the same place
  3. Insert the two toggle images, place LEFT image on top of RIGHT image, you will have both images in the same place
  4. Open Selection Pane (View – Selection Pane) and make the following settings:
    • Show RIGHT, show MATRIX, hide LEFT, hide SCATTER; save as bookmark (View – Bookmarks Pane – Add), name it MATRIX
    • Show LEFT, show SCATTER, hide RIGHT, hide MATRIX; save as bookmark named SCATTER
  5. Link the LEFT image to the MATRIX bookmark (Format Image – Link – Bookmark – MATRIX)
  6. Link the RIGHT image to the SCATTER bookmark

Done. Use Ctrl-Mouse (in PBI Desktop) to switch between both visuals

 

Frequent Visitor
Posts: 2
Registered: ‎09-25-2017

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Simple explanation..appreciate your time 

Frequent Visitor
Posts: 4
Registered: ‎04-27-2017

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Hi, sorry for asking what may be a rather simple question (I'm not very experienced with Power BI) but how do you manage the Date Slicer in your team member page? The typical date slicer is only in a slider/list format and not nicer chiclets like this, but even if I use the Chiclet slicer visual it still displays all the individual dates instead. How do you do relative time filtering (YTD, past 30 days etc) in this case? 

 

 

Frequent Visitor
Posts: 5
Registered: ‎01-05-2018

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Hi Ongzph,

You'll need to do a little bit of work behind the scenes to do this, including writing a few dax formulas. First up you need to create a new 2-column table:

No     Date Option

1        YTD

2        Past 30 Days

3        Past 90 Days

4         .... Keep going with all the time options you want.

Also create a new measure: Selected Timeframe:=min(Table[No]). (Eventually you will show the 'Date Option' on the chiclet slicer, and this measure will harvest your selection. Do not create any connections for this table.

 

Next up, in your main data table, you will need to write a new dax formula for each of the date options. You should be able to use time intelligence functions to help achieve some of these. E.g.

Sum YTD:=TOTALYTD(sum(Data[Values]), Dates[Dates Column], "31/12/2014") where the last value is your year-end date for any year (I've used UK format which may not be approriate for you).

 

Finally you need one new measure which utilises the SWITCH function:

Selected Measure:=SWITCH([Selected Timeframe],1,[Sum YTD],2,[Sum 30 Days],3,[Sum 90 Days]).

 

What this measure will do is change the measure depending on the selected chiclet. E.g. If you press 'Past 30 Days', it create the value 2 in the [Selected Timeframe] measure. That will result in selecting the [Sum 30 Days] part of the [Selected Measure].

 

Now create the chiclet slicer and put the column 'Date Option' as the values (remembering to Sort By [No] to get the values in the right order).

 

Hope this helps - but let us know if still confused.

 

Thanks,

M

Member
Posts: 69
Registered: ‎06-13-2017

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Yes, I used the method described by Mike to create the Metric slicer (to select Units or Profit)

selectmetric.JPG

 

However, for the Period slicer (to select YTD, Last 30-days, etc) I used a different approach. 

periodselection.JPG

 

I created a New Table ('Period Table') which combines desired Periods (“Year To Date”, “Last 30 Days", etc) with dates from Date table, something like this:

periodtable1.JPG

 

Looks easy, but it's not.  The 'Period Table' needs to be written in Advanced Query Editor (Home-Edit Query-Advanced Editor) which requires some M' knowledge.  Fortunately you can find the code for it as well as a great explanation in Chris Webb's blog here.  

 

Hope it helps

 

 

 

 

Super User
Posts: 755
Registered: ‎08-27-2015

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Would you consider sharing the .pbix file? 

Frequent Visitor
Posts: 2
Registered: ‎01-29-2018

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Very nice look and feel,How did you made the first screen with navigation to certain page?

 

Regards

Satish

Frequent Visitor
Posts: 4
Registered: ‎08-23-2016

Re: Team Performance vs. Target - with BOOKMARKS and TOGGLE

Impressive visualization. Can you please let us know the steps taken for desigining the opening page where when we click on images it is taking to the respective pages