Goal Tracking With Power BI

Stacia Varga uses New Year’s resolutions to motivate a Power BI tutorial:

As I was thinking about this relationship between goals and feedback, I thought Microsoft Power BI would be a great tracking tool. It’s free, so use it! In years past, I used spreadsheets or checklists in journals or OneNote, any of which is a fine way to accumulate a comprehensive list of all that a person wants to do. However, I never measured progress, thereby denying myself feedback. Consequently, I’d let myself get sidetracked during the year.

This year I promised myself I’d try a different approach and thought I’d share the process with you through a series of blog posts. Although I’m going to discuss goal-tracking from a personal point of view, you can also use the same techniques for your business-oriented goals. Either way, I hope you learn something about Power BI along the way and are inspired to do some goal-setting of your own.

It’s a good use of Power BI.

Related Posts

Relationships In Power BI

Teo Lachev shows us the importance of defining relationships in Power BI: However, If there isn’t a direct relationship between ResellerSales and Employee, the moment you add an unsummarized field from the second table on the many side, such as Employee[FullName] after adding SalesTerritoryCountry and ResellerSales[SalesOrderNumber), you’ll get the error “Error: Can’t determine relationships between the […]

Read More

Calculating Future Revenue Streams With Phasing

Matt Allington walks us through a somewhat complicated scenario with income stream projections but inconsistent monthly payout rates: The first thing I decided to do was work out which was the first month of the policy.  I used LOOKUPVALUE to do this because the Calendar table was not connected to the policy table.  Instead of […]

Read More

Categories

January 2018
MTWTFSS
« Dec Feb »
1234567
891011121314
15161718192021
22232425262728
293031