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

In this video, I'll walk you step-by-step through how I set up and configure a maintenance KPI balanced scorecard (BSC) using the Power BI Power KPI Matrix visual. This video includes a section where I explain how to set up the KPI indicator value which is used to drive the conditional formatting within the Power KPI Matrix. This video builds on part 1 of the case study where I explain what a Balanced Scorecard is and also walk through the steps I took to import and transform data from a number of different sources. See link below to Pt1. https://youtu.be/LHsXQ_43rSI It's a longer video but you can use the video chapter links below to navigate to a specific section or even try playing the video at a slightly faster speed. Visit the YouTube video resources section of my website using the link below to download the data source files and completed PBIX file. ---------------------------------- ⏩ Video Navigation ---------------------------------- Section 3 - Building the KPI Matrix 01:13 - Overview of completed Power KPI Matrix visual 01:53 - Creating the Power KPI Matrix visual 05:55 - Defining a sort order for KPIs 06:55 - The Power KPI Matrix KPI Indicator explained 11:06 - Configuring the KPI Indicator - simple version 16:42 - Configuring the KPI Indicator - dynamic version 24:30 - Configuring the Secondary KPI Indicator value 27:19 - Configuring the layout of the KPI Power Matrix 32:25 - Configuring the sparkline 35:24 - Configure the number formats for each KPI value 41:05 - Configure the pop-up chart 49:03 - Summary of Balanced Scorecard Power KPI Matrix Link to value format configuration options https://social.technet.microsoft.com/wiki/contents/articles/685.power-bi-dax-text-functions.aspx#format ----------------------------------------------------- 🎓 Power BI Dashboard Training ----------------------------------------------------- 👉FREE Power BI Quick Start Course - Learn how to create your first dashboard in around 90 minutes! https://effectivedashboards.com/power-bi-quick-start-create-a-pbi-dashboard-in-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! https://effectivedashboards.com/power-bi-quick-start-plus/ ------------------------- 📁 Resources ------------------------- 👉Access to the source PBIX files for my YouTube videos: https://effectivedashboards.com/courses/free-resources/ 👉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). https://effectivedashboards.com/data-articles/