Team Performance vs. Target - with BOOKMARKS and TOGGLE 03-11-2020 18:08 PM

[pawel1]

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. Switch 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.

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[pawel1]

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' bookmark

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

[OneClick]

Hola. Podrías enviar tu ejemplo a pao_dure@hotmail.com  ?

muchas gracias

[KubasA47]

Great work and really addresses my need. Could you please share the pbix file with alvaro.kubas@gmail.com

[KubasA47]

Many thanks for the share and great report

[DigiManako1]

Thank you so much for providing the PBIX file of this Power BI Dashboard. I got the email reply within a few minutes. It is an amazing and informative dashboard. Thank you so much. Nishant Chandravanshi. 🙂  Best Wishes 

[Edward_Ocean]

Can you please share the .pbix file?   I asked but I never received it.  Edward.Cammarato@thermofisher.com  Thank you!

[Icad01]

Nice work 🙂

[Anonymous]

@pawel1

Great work!

Thanks for your help

ale

[VV13]

Can you send the pbix file?

[lorenabarbitta]

hola puedes compartirlo al correo de lobar28@hotmail.com gracias

[jhonnyflecha]

Great Job, this is an amazing report

[kvdberg]

In what order did you update your bookmarks? When i update the bookmarks for the toggle function it automaticaly picks up the page level filters (which are for the bookmarks per salesperson)

[pawel1]

On top are bookmarks for the pages (individual sales reps), below bookmarks for the toggle (map/bar). 

But I think order is not important here.  Important is that you correctly set up the 'Data' filters for the two bookmark groups:

• Sales Reps - 'Data' filter is hacked
• Toggle (map/bar) - 'Data' filter is unhacked

hope it helps.

Pawel

excellab.at

[kvdberg]

Thanks a lot! 

[mike_123]

Would you like to share the .pbix files?

[pawel1]

for a .pbix file of this report please contact me here 

[Anonymous]

Thanks for sharing this excellent example!

How did you create the KPI?  Which visual(s) are you using to compose the KPI (Title, Value, Indicator Symbol)?

Thanks for any insight you can share.

--Michael--

[pawel1]

I used the standard Card visual for both KPI and Arrow, and a Chicklet Slicer for the Unit/Profit Selection.

To get the arrow-up (green) / arrow down (red) symbols I used UNICHAR and colored Data Labels green (128315 is by default red). 

here are the measures:

 hope it helps

[Anonymous]

This was of great help as i was struggling get this right. 

[Anonymous]

Fantastic!  Thanks so much!

This really is an excellent report!

--Michael--

[nick9000]

This is a great report, how did you create the legend for above and below target for the map visual?

[pawel1]

no rocket science here.  the legend is simply a picture that I created in Power Point, saved as .png and imported into PBI