The first page to be created is the Executive Summary page. This page will display a quick snapshot of the most important information to the business executives. To create the Executive Summary page, follow these steps:

1. Right-click the Template page and choose Duplicate Page.
2. Rename Duplicate of Template to Executive Summary.

Because this page is a duplicate of the Template page, all of the slicers on this page have the same group names that were defined for the slicers on the Template page. This means that the slicers on this page will be kept in sync with the slicers on the Template page and any other pages that are created by duplicating the Template page.

Pam wants this page to be a high-level summary of information that the executives can glance at and immediately understand the state of utilization across months, divisions, and branches. She wants big, bold, colorful visuals that convey a lot of information quickly. She remembers the Key Performance Indicator (KPI) visualization she created earlier and liked its color and ability to display a lot of information in a small amount of space. To add a KPI visualization, follow these steps:

1. Click on the tmpUtilization page and copy and paste the KPI visualization into the Executive Summary page.
2. Place this visualization in the upper-left of the page and adjust its size so that it takes up half the page vertically and half of the light-gray area horizontally.
3. Replace Year in the Trend Axis with Month from the Calendar table.
4. Using the Format sub-pane, expand Indicator and adjust the Text size to the maximum of 60.
5. Expand Title and change the Title text to % Utilization vs. Target by Month.
6. Change the Font color to #3C3C3B, Theme color 3, the Alignment to Center, the Text size to 24, and the Font family to Segoe (Bold).

Expanding the Goals section, Pam is disappointed to find that there are no formatting options to increase the font size or change the font color. Pam decides to take matters into her own hands and creates a measure that she can use in a visualization that provides the desired formatting options.

To do this, follow these steps:

1. Toggle off the Goal and Distance.
2. Right-click on the #Measures table in the FIELDS pane, choose New measure, and define the following measure formula (remember that Alt+Enter creates a new line/line break when editing in the formula bar): 

@KPI Goal = 
    VAR __currentMonth = MAX('Calendar'[Month]) //get current month
    VAR __table = FILTER(SUMMARIZE('Hours','Calendar'[Month],"__utilization",[%Utilization]),[Month]=__currentMonth) //return the Hours table summarized by calendar month with the %Utilization measure
    VAR __target = [Target Utilization Value] * 100 // Get the target value for utilization
    VAR __difference = ROUND((MAXX(__table,[%Utilization]) - [Target Utilization Value]) * 100,0) // compute difference
    VAR __sign = 
 SWITCH(
 TRUE(),
 __difference > 0,"+",
 __difference < 0,"-",
 ""
 ) // Compute either a positive (+) or negative (-) sign based upon computed difference
 RETURN
 "Goal: " & __target & "% (" & __sign & ABS(__difference) & "%)" //return goal text

The @ symbol is used here to denote that this measure returns text versus numeric (#).

3. Create a Card visual and place the @KPI Goal measure into this card.
4. Use the Format sub-pane to toggle the Category label off.
5. Expand Data label, change the Font color to #E5EAEE, Theme color 4, and increase the Text size to 24.
6. Shrink this visual and place the visual on top of the KPI visual underneath the data label.
7. Select the KPI visual. From the Format tab, select Send backward and then Send to back in order to ensure that it's displayed behind the Card visual.

The next visual to be created is a summary of % Utilization by Division. To create this visual, follow these steps:

1. Click on a blank area of the canvas.
2. Now, select Division from the Hours table and %Utilization from the #Measures table.
3. Change this visualization to a Clustered bar chart.

4. Use the Format sub-pane to edit the Title text and change it to % Utilization by Division.
5. Change the Font color to #3C3C3B, Theme color 3; the Alignment to Center; the Text size to 24; and the Font family to Segoe (Bold).
6. Change the colors of the Y axis and X axis to #3C3C3B, Theme color 3.
7. Toggle on Data labels and change their Color to #3C3C3B, Theme color 3.
8. Reposition this visual below the KPI visualization and resize it so that it takes up the same horizontal space.
9. Finally, click on the Analytics sub-pane in the VISUALIZATIONS pane. The icon looks like a magnifying glass.
10. Expand Average line and click + Add.

Pam also wants a summary of % Utilization by Branch. To create this visual, perform the following steps:

1. Copy and paste the % Utilization by Division visual and reposition the copy next to the original.
2. Add Location from the People table to the Axis and remove Division.
3. Change the Title to % Utilization by Branch and change the visual to be a Clustered column chart.

Finally, Pam wants to show the total utilization.

To do this, follow these steps:

1. Create a Card visualization and place the %Utilization measure from the #Measures table into the Field for this visualization.
2. Format this card visualization and toggle off the Category label.
3. Toggle on the Title and enter Total % Utilization as the Title text.
4. Change the Font color to #3C3C3B, Theme color 3, the Alignment to Center, the Text size to 24; and the Font family to Segoe (Bold).
5. Change the Data label's Color to #EC670F, Theme color 2.

The final Executive Summary page should now look as follows:

Pam is satisfied with the Executive Summary page. In the KPI visualization, executives can now see the latest month's utilization, along with its trend in previous months and a comparison with the target utilization. They can also see the overall utilization by division and by branch. Finally, they can see the overall total utilization for all selected dates, branches, divisions, and employee types.

Before moving on, Pam needs to finish up a few details for the Executive Summary page. To finish off the Executive Summary page, do the following:

1. First, because she does not plan this page to be a drillthrough page, select and delete the Back button at the bottom-left of the dark gray rectangle.
2. Next, create a bookmark for this page by selecting the View tab of the ribbon. Then, in the Show section, check the box next to Bookmarks Pane.
3. In the BOOKMARKS pane, choose Add and rename this bookmark to Reset Executive Summary.

4. The previously created bookmarks are no longer needed, so for each one, choose the ellipses (...) next to the bookmark name and choose Delete.

Pam is planning to create more bookmarks and wants to keep her bookmarks organized. To keep the bookmarks organized, we need to create groups for the bookmarks. To do so, follow these steps:

1. For the remaining Reset Executive Summary bookmark, select the ellipses (...) and choose Group.
2. Rename the group to Executive Summary.
3. Close the BOOKMARKS pane.
4. Finally, select the Reset button in the lower-left of the dark gray rectangle. In the VISUALIZATIONS pane, toggle on Action.
5. Expand Action and for Type, choose Bookmark.
6. For the Bookmark, choose Reset Executive Summary.