Percentile Charting

[Melliott23]

I have a challenge to represent  where a selected contact centre agent 'sits' within the quintile distribution of  am metric with respect to the whole population (ie within their team or department) for a given date range as selected by the dashboard users with slicers to filter what dept,team and date range is being analysed.

Then to be able to select an agent and it 'pinpoints' where they are relative to the overall quintile value distribution.

This can then be used to look at staff performance of a selected individual versus the rest of the field.

I cannot find any custom visuals that come anywhere near close and looking for assistance on how I can find a solution for this

in this case the example metric is an average income (Income per policy) so I would like a stacked bar or line chart for example that depicts the values of the 5 quintile bands which need to be calculated dynamically on the population based on  visual slicers selected

So in the example, of the whole population of a given team over a selected time period, Joe Bloggs shows in the 3rd quintile (boundary ceiling of £77) .

Appreciate this is a little vague, however jsut looking for concepts and pointers to do this.

[v-jayw-msft]

Hi @Melliott23 ,

Looks like Line and stacked column chart.

Values of the 5 quintile bands as Column values and value of slicer as Line values.

Best Regards,

Jay

[Melliott23]

Thanks Jay, yes we had a contractor come up with that type of design, with a simple prototype bar/line combi and fixed, hard coded data sets and pre-calculated quintile bands for that data set which was  for illustration only for  the sort of functionality we may be able to leverage in the tool.

So as a Power BI novice it was tricky to envisage how we dynamically model the Quintile bands based on sliced selections of the main data set, so I was taking a punt to see if anyone had done similar or come across any custom visuals that may help our cause. I do appreciate your response.

My company does not allow sharing via drop box or one drive etc, so I screen shot the dashboard page, data and model for context and copied the values in the 2 tables.

The MAIN data set would be the type of data we would retrieve from our back end warehouse i.e. agent level metrics - albeit simplified, the Quintile linked table is the pre-calculated values the contractor set up for the illustration.

Btw I am not convinced the chart function and representation at the right quintile is working quite right tbh but hopefully this gives a gist.

FYI there are 2 metrics in the example a user would want to review: IPP and DISCOUNT hence why 2 charts but we would probably need to analyse any given metric in its  own merit so this may be muddying the current waters a little, so if we can get it working on a single chart  for one we should be able to apply to other metrics in similar fashion once we figured it out.

Agent	IPP	Discount	IPPCalc
1	85	936	85
2	92	383	92
3	31	438	31
4	52	901	52
5	9	956	9
6	70	927	70
7	55	374	55
8	34	536	34
9	16	978	16
10	59	308	59
11	32	970	32
12	47	803	47
13	52	443	52
14	34	380	34
15	63	428	63
16	50	338	50
17	36	649	36
18	77	774	77
19	76	99	76

Quintiles	IPP	Discount
Q1	33	378
Q2	48	439
Q3	54	749
Q4	73	931
Q5	92	978