Exercise: Create a KPI targeting this month's sales value

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

Category ==> Power BI - Excel 2016  (23 exercises)
Topic ==> KPIs  (1 exercise)
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). Once you've done this:
  1. Go into SQL Server Management Studio;
  2. Open the SQL file you've just unzipped (you can press CTRL + O to do this); then
  3. Execute this script.

This will generate the database that you'll need to use in order to do this exercise (note that the database and script are only to be used for exercises published on this website, and may not be reused or distributed in any form without the prior written permission of Wise Owl).

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Create a new workbook, and import the tblCalendar and tblPurchase tables into a PowerPivot data model:

Data model

You'll need to create the relationship shown also (and possibly give the tables friendly names, as here).

Create the following two measures:

Name What it should show
This period Total sales for the current period, whatever that is
Two months ago Total sales for the same period, but two months previously

You can use the DATEADD function to add -2 months to the current calendar date keys.

Here's what these two measures should show:

Two measures

This pivot table shows what your measures should ... measure.

 

Now create a KPI, using the following thresholds:

Value Show
Sales more than 110% of those two months ago Green
Sales more than those of two months ago, but less than 10% more Yellow
Otherwise Red

Display this KPI in your pivot table to get something like this: 

Pivot table with KPIs

March was a grim month ...

Save this as Kilimanjaro Pack Ice, then close it down. 

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