A Power Pivot KPI compares a base measure with a target and displays a status using defined thresholds. This Excel tutorial shows how to create, display, edit and delete a KPI while keeping its underlying measures available.
What makes up a Power Pivot KPI?
| Component | Meaning |
|---|---|
| Base measure | The calculated value being evaluated. |
| Target | A target measure or fixed numerical value. |
| Status thresholds | The boundaries used to assign the status indicator. |
Choose thresholds that match your metric before interpreting the icon. The original example below shows the KPI in a PivotTable and includes the practice file.
Key performance indicators (KPIs) are visual measures of performance. Based on a specific calculated field, a KPI in Power Pivot for dashboard is designed to help users quickly evaluate the current value and status of a metric against a defined target. The KPI gauges the performance of the value, defined by a Base measure (also known as a calculated field in Power Pivot in Excel 2013), against a Target value, also defined by a measure or by an absolute value. Create the required base measure before defining the KPI.
KPI in Power Pivot for dashboard
Create a KPI
- In Data View, click the table that has the measure that will serve as the Base measure. If needed, first create the base measure.
- Make sure the Calculation Area is displayed in Power pivot data model window. If it is not showing, in Power Pivot data model window, click Home>> Calculation Area.
- The Calculation Area appears beneath the table in which you are currently in.
- In the Calculation Area, right-click the calculated field that will serve as the base measure (value), and then click Create KPI.
You can create the KPI in Power Pivot for dashboard from Power Pivot tab also available in excel ribbon.
- Go to the Power Pivot tab in your Excel ribbon >> Click on KPI >> Choose New KPI
- KPI window will be popped up.
- In Define target value, select from one of the following:
- Select Measure, and then select a target measure in the box. Make sure you have created the measure for Target.
- Select Absolute value, and then type a numerical value.
- In Define status thresholds, click and slide the low and high threshold values.
- In Select icon style, click an image type.
- Click Descriptions, and then type descriptions for KPI, Value, Status, and Target.
You can display the KPI in the pivot table. Create a PivotTable from the data model. In the Pivot Table fields window you will see a KPI icon against the base measure.
Edit a KPI
- In the Calculation Area, right-click the measure that serves as the base measure (value) of the KPI, and then click Edit KPI Settings.
Delete a KPI
- In the Calculation Area, right-click the measure that serves as the base measure (value) of the KPI, and then click Delete KPI.
- Deleting a KPI in Power Pivot for dashboard does not delete the base measure or target measure (if one was defined)
Click here to download the practice file.
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