PowerPivot | KPIs exercise | Create a KPI targeting this month's sales value

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 course listed below!

Software ==> PowerPivot  (75 exercises)
Version ==> Excel 2016 and later
Topic ==> KPIs  (5 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). 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).

You need a minimum screen resolution of about 700 pixels width to see our exercises. This is because they contain diagrams and tables which would not be viewable easily on a mobile phone or small laptop. Please use a larger tablet, notebook or desktop computer, or change your screen resolution settings.

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. 

This page has 0 threads Add post