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KPI for Multiple Values with differing target values

  1. #1
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    KPI for Multiple Values with differing target values

    I'm attempting to create a KPI in PowerPivot that contains different targets corresponding to different values that all belong to the same field. I have a field that contains all manufacturers of our products, however each manufacturer has it's own fulfillment target. E.g., the target for Detroit is 95%, while the target for Nashville is 98%. I have thus far been unable to create a single KPI that meets this criteria. Attached is an file that provides a visualization of the problem. Specifically, how can I get measure "All Products OT" to give an accurate KPI based on the values given in "FR Target" all in one column/field on the pivot located in the performance tab?

    Much appreciated!
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    Last edited by TitansGo; 12-12-2016 at 05:16 PM.

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    Re: KPI for Multiple Values with differing target values

    TitansGo,

    Can you clarify what you actually want the KPI to show?

    Your Product Data sheet shows that, overall, 233 of the 636 deliveries were "late", of which 218 were also "late" by the targets assigned by each supplier.

    But within that, Atlanta actually surpassed their target, whilst at the other end Nashville failed in every one of their 143 deliveries.

    Orders Late Target ACTUAL
    Atlanta 161 2 1.2% 0.95=8 0
    Detroit 204 74 36.3% 0.98=4 70
    Nashville 143 143 100.0% 0.97=4 139
    San Francisco 128 14 10.9% 0.96=5 9
    636 233 36.6% 218
    Ochimus

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    Re: KPI for Multiple Values with differing target values

    The KPI should show the relationship of the on-time number of deliveries for each supplier compared to their target rate. E.g., there were 159 on time deliveries out of 161 total deliveries for Atlanta, which totals 98.76% and exceeds their target of 96%. Therefore, the KPI would show as "Green" for Atlanta but "Red" for all others. I forgot to redo the formula to correctly identify the on time shipments for Nashville; it's corrected in the attached. FYI, the two columns in the pivot that are "count of ..." is how the "All Products OT" measure is calculated. FYI2 - This is not a real database; I obviously can't release the database because of confidentiality.

    A side note, I am not sure why the relationship between Table 2 (Manufacturer Target) and the Sales Data table is not working correctly. I think it may have to do with the values being numbers and not text. I created some measures a while back that I would think have worked but did not because of the relationship problem. Furthermore, the only reason why I added the target to each row in the Product Data tab is in attempt to remedy this relationship; a target for each row may not be needed and may not even be the correct way of doing it since the target is an overall figure and makes no sense when applying it to each product (i.e., it's impossible for a single product to be delivered 97% on time).

    MUCH APPRECIATED OCHIMUS!
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    Last edited by TitansGo; 12-07-2016 at 05:13 PM.

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    Re: KPI for Multiple Values with differing target values

    Any updates?

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    Re: KPI for Multiple Values with differing target values

    Found a solution myself. Add a column using the appropriate target values, then use an AVERAGE on the column to obtain the correct target for any aggregate function. Afterwards use an IF formula that references the AVERAGE to convert each target value into an integer (e.g., -1 = Fail, 0 = Within 1%, 1 = Pass), then create KPI based on these newly created integers. Let me know if you need an example.

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