Exercise: Set a KPI for each product to target 10% of total sales

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

The answer to the exercise will be included and explained if you attend the Wise Owl course listed below!

Category ==> Power BI - Excel 2013  (25 exercises)
Topic ==> KPIs  (2 exercises)
Level ==> Average difficulty
Course ==> PowerPivot / Excel Power BI
Before you can do this exercise, you'll need to download and unzip this file (if you have any problems doing this, click here for help).

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If you haven't already done so, run the SQL script in the above folder (copying and commercial use prohibited) to generate a database called MAM.

Create a new workbook, and within this a data model containing just two tables:

Two tables

Just import the tblProduct and tblTransaction tables.

Now create the following calculated fields (the formulae are given overleaf, if this is too late in the course!):

Field Notes 
ThisProduct The total values of sales for the current query context (use SUMX to sum price * quantity).
AllProducts The total values of sales for the current query context, but for all products (use CALCULATE and SUMX together, with a filter across all products using ALL). 
Proportion The first calculated field divided by the second. 

Here are the formulae, if your head is too buzzy by this stage of the course:

Field Notes 
ThisProduct =SUMX( 'Transaction', [Price]*[Quantity] )
AllProducts =CALCULATE( sumx( 'Transaction', [Price]*[Quantity] ), ALL('Product'))
Proportion =[ThisProduct] / [AllProducts]

Set an absolute KPI that the proportion should be 10% (you'll need to type in 0.1 for this), with thresholds of 0.08 and 0.09.  You should get:

Proportions for each product

Only Crocky, Pingu and Simon have met their targets (but with 13 products, they can't all contribute 10% of the total!).


Save this workbook as Absolute beginner, then close it down. 

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