Power BI Demo: Goal Pacing with Gauge Charts

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Lecture description

In this demo, I'll show you how to build and customize a gauge chart visual in Power BI Desktop, and use it to show pacing toward our Total Orders goal.

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10:43:16 of on-demand video • Updated November 2020

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English [Auto] All right I've got one more specific visual demo for you. And I've saved the fun one for last. We're in talk about Gaige charts so you can find the gauges right here underneath the pie and we can drop one onto our canvas. We need to make a little bit of room for it. So let's go ahead and just shrink down our returns view and our trend at profit view to make some room for these gauges at the top of the page. It looks good. Now essentially what I want to do is use the gauge to provide a quick visual indicator of pacing towards our targets. And remember we defined order targets and revenue targets as 10 percent lifts over the previous month and we did that using time intelligence functions in daks. So for first gauge Let's call this our total orders Gaige will hop into our sales table grab total orders and drop it into the first field which is the Ballis field and you'll see a few things happen here populated the total value 23000. Again no other filter context yet aside from our report level filter of 2016 or 2017 and what it's done is default to a minimum of 0 maximum of about twice the current total so that it defaults to a half filled gauge. Now there are a couple of tweaks I'd like to make here. Number one I want this gauge to always show monthly performance for the current month because our targets or goals are defined at the monthly level. And I want to provide a recent view of performance not just the grand total. So to do that we're going to work with our visual level filters here and we're going to need a field from our calendar look up in this case monthly. So I'll take the start of the Month field and drag it right in here. Now I've got a couple of options here because the data that we're working with at this point is fixed. We could simply select June first month of June and update our gauge to the latest month that way. Problem is we need to get smarter about this. We need a flexible solution that will scale. If we end up adding more data over time if Adventure Works for instance start sending US sales or returns data each week or each month and expects new reports then this basic filter just isn't going to cut it because we're going to pull in July data and it will still filter to June because we've fixed the filter in that way. So what we need is a better solution like top end and what we're going to do here is show the top 1 item and that item is going to be the start of the month and because it's a date field to RBI gives us these earliest or latest options. So we want the top 1 latest month. And when we apply we see the same value which is exactly what we want. June is the correct value because it's the current month set. Now our solution is more scalable and more flexible by using that top and filter instead. So that works for our filter. We're good to go there. Next step we need to provide context because right now this gauge is meaningless. We could simply have a card showing this number and it would accomplish the exact same thing. So the beauty of gaged charts kind of like keep cards is that they accept interesting values like dynamic minimums or maximums and target values. So let's go ahead and grab our target order target daks measure and you'll see that calculation right here previous month orders times 1.1. And let's drag that into the target value field here. And now what that does is it creates this indicator with the target which in this case is 2380 to telling us that we are slightly behind target overall for the current month. Now there's another option that works pretty well here too which is to take that target that order target and move it to the maximum value. That way the gauge fills up until it hits the goal or the target value. So if you have a partially filled Gaige it means you haven't reached your tarty yet. So I think this is actually a bit more intuitive but again this is completely up to you if you prefer to see that order target in this format that's fine. I think both look nice. I'm going to keep mine on maximum value and let's just resize this a little bit. That looks good. And update the title and let's make this a bit more descriptive to something like current month orders versus target. Here we go. And if we want to be consistent with our exact summary we could do something like this would go and center at beautiful. So there a total monthly orders gauge. We can go ahead and take that copy and paste it two more times. Because we're going to do one more for revenue and then a third for returns. So let's work on our second one here and we're just going to swap in and out the values. So our filter can still stay exactly as is actually collapse or calendar. And in this case we don't want orders and or target we want revenue and the revenue target so we swapped them out. In this case current month got 1.3 million in revenue against target of 1.9 5s coming in just under. And we can change the title as well. To current month set of orders current month revenue versus target. Our last gauge here. We're going to show returns and our fields drill into our returns table grab total returns instead of total orders. And now remember we don't have a return target. So in this case let's just use the previous month return as our maximum value. And because this is a negative metric I want to call that out and make that explicitly clear. Using some color consistency means change the data color area and just the title here as well. To current month returns and not versus target as versus previous month and there we go.