Gauges and KPIs

Continuing with the example scenario we introduced in Chapter 3, Connecting and Shaping Data, Pam also knows that overall utilization compared to a target percentage of 80% will be important. A good way to display a metric with respect to a goal is to use a Gauge visualization. To add a Gauge visualization to the page, do the following:

  1. Click on a blank area of the canvas and add a Gauge visualization to the page.
  2. Add %Utilization from #Measures as the Value.
  1. The Gauge visualization displays 84.79% on a gauge, ranging from 0.00% to 100.00%.
  2. Decimals are not really important, so select %Utilization in the Fields pane. Then, on the Modeling tab of the ribbon, in the Formatting section, reduce the decimals that are displayed to 0 from 2. Now, the gauge visual displays 85% on a gauge ranging from 0% to 100%

However, Pam needs a target value to display on the gauge as well. To create this target, do the following:

  1. Right-click the #Measures table and choose New measure.
  2. Create a measure with the following formula:
#Target Utilization % = 0.8
  1. Select the Gauge visual and add this new measure to the Target value area. A line representing the target value will be added to the Gauge visualization, providing a convenient visual cue regarding whether utilization is above or below the target.

Pam likes this new visual but also wants to investigate the KPI visual. To experiment with the KPI visual, do the following:

  1. Click on a blank area of the canvas and add a KPI visual to the page.
  2. Drag and drop %Utilization from #Measures into the Indicator field.
  3. Drag and drop #Target Utilization % into the Target goals field.
  4. Finally, drag and drop Year from the Calendar table into the Trend axis field.

The KPI visual displays green and reports that the displayed %Utilization is +5.99% above the goal of 80%.

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