2023-03-23

Create Performance Score, by Month using Switch with Multiple Conditions

novice PBI/DAX user here. I'm trying to add a SCORING assessment for this KPI using IF statements. The KPI is calculated based on MONTH date bins. It doesn't seem to be working. Any ideas appreciated?

Here is a sample of what I am receiving. I've circled SOME of the values that should be either Successful or Outstanding.

Snippet PBI Report

1

Here is the measure that calculates Avg Calls / AE (Person) / Month which is referenced in the IF statement.

Avg Calls / AE / Month Calculation

2

The expected results should show some SUCCESSFUL and OUTSTANDING results.

UPDATE:

I created a NEW TABLE (New Opportunities Created - SUMMARIZED TABLE) from the original table which contains row level detail (New Opportunities Created).

Then I created a new column to calculate SCORE:

Score = SWITCH(TRUE(),
'New Opportunities Created - SUMMARIZED TABLE'[Segment] IN {"Field Sales", "LTL"} && 'New Opportunities Created - SUMMARIZED TABLE'[#Opps]<3.5, "NI",
'New Opportunities Created - SUMMARIZED TABLE'[Segment] IN {"Field Sales", "LTL"} && 'New Opportunities Created - SUMMARIZED TABLE'[#Opps]>4.3, "Exceeds", "Meets"
)

Below is the result. It works at the MONTHLY level, however, it is not working for the COLUMN and ROW TOTALS.

Revised Table



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