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KPI in Power BI | How to Create and Use a KPI in Power BI


What is KPI

KPI is nothing but a measurable value, which shows the best ways for organizations to achieve their essential goals of the business with efficiency. Companies take the help of KPIs at various levels for their successful evolution to reach targets. The concentration of high-level KPIs is on the entire business performance, and the focus of low-level KPIs is on departments processes like HR, marketing, sales, support, etc. we can say it simply as a set of value measures, which is used by organizations to evaluate its entire performance.

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When to use a KPI

It is the best choice when we decide to use KPI. We can use KPIs in the given situations.

  • We can use KPI for progress measurement and to answer the questions like “where am I in front or behind”.
  • We can also use KPIs for distance measuring for companies’ business objectives, and we can answer the questions like “how much distance is there behind or ahead.

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KPI requirements

The visuals of KPIs are based on particular measures, the main intention of these KPIs is to help us in present value evaluation and the defined target metrics. Base measures are essential for the visuals of KPIs, which helps in value evaluation, target measurement, and target measurement. Its dataset requires maintaining the goal values for KPI, in the case when there are no goal values with our database, then we may design them by combining an excel sheet with our model of data goals and the file of PBIX. 

Prerequisites to use KPI in Power BI

There are two main prerequisites to use KPIs in power bi, the given below are those prerequisites.

  • To use KPIs in power bi we need to install a power bi desktop in our system.
  • We have to maintain the data source and the relevant existing report for KPI which we designed.

Requirements for creating KPI in Power BI

To build KPI in power bi there are some essential requirements, they are like threshold value, trend, target value, measure value, etc. for value evaluation we must require the base measure. For our power bi report generation, we need to choose the goal and base value from the database, which you are working on currently. With the help of these values added to our database, in later sections we are permitted to create a KPI. 

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How to create KPI

Let us see the process of KPI creation in the Power BI desktop with simple steps.

  • First, we need to open the report editor then choose the required report. On the right side there is a visualization pane, click on the KPI visual.
  • After the KPI visual selection three blank spaces appear on the field section, they are target measure, trend axis, and indicator.
  • The field panel contains all the fields of imported tables, we take the values from them to put in the indicator column.
  • In the next step, we fill the columns of the trend axis with the fiscal month and the target measure column with the goals field.
  • As shown in the given diagram, KPI is ready with our selected values. Now we need to format this KPI by choosing the paint roller icon in the format section. Then we are allowed to fix the properties for title background, title, color coding, trend axis, etc.
  • Finally after the completion of the KPI formatting process according to our preferences, the output came as shown below.
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KPI elements in Power BI

We can classify KPI in Power BI into three elements They are thresholds status, target value, and base value.

  • Base value: It is a measured value, that is an average of sales and gross profit.
  • Target value: It is also the absolute measure value, it is a bunch of goals the evaluated target value. We can fix the target up to 200 units per month for a while, then our base value will be recorded for the month. Either it may be less than 200, 200 or more than 200.
  • Thresholds status: Thresholds status offers a range for base and target values evaluation, the visual also provides low and high end of the range between the values fall of base and target.

Advantages of KPI in Power BI

KPI is simple to use, we may utilize them to expose the complex information equally. The given below are the two main advantages of KPIs in Power BI.

  • We can utilize KPIs for progress measures, they are like negative and positive changes. We can know if we are gaining proper results or not, about meeting targets, and lagging.
  • KPIs are also used for distance measures for the target, we can analyze the distance like how far we have with the achievement of our target.

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KPI custom visualizations

Along with built-in KPIs, which we created there are various visualizations. Those visualizations are related to KPI, which we can install from the marketplace of Power BI. We can add them by clicking on the icon from the marketplace, the given below are various visualizations.

  • Bullet charts: It works as a representative for measure value and target value evolution, it also offers the evaluation of context performance through marketers’ performance.
  • Dual KPI: Two visuals of KPI are exposed by a dual KPI that are next to each other, those visuals are dynamic and they can change the information in KPI. They are informative but there is no need for huge space for Dual KPI. 
  • KPI indicator: The visuals of the KPI indicator display the status with a cloured background. It displays the base value and the percentage is used to indicate the variations between the values of base and target.
  • Power KPI: It is a kind of multi-lined chart, which displays the base value in lines format with various colors. 

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Conclusion:

KPIs are simple in looks, but at the same time they are complex and while creating we may face problems. We require our KPI to be up to mark when we are new to using KPIs. As this is complex we must be careful and get a complete idea of these KPIs, then only we utilize it properly in power bi. We thought this blog may help you as much as you require. If you had any queries or questions that need to be answered please do comments below, to get your question answered quickly by our HKR expert trainers.

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SCCM Tutorial | Microsoft SCCM Tutorial for Beginners


SCCM Tutorial – Table of Content

What is SCCM and how it works?

System Center Configuration Manager (SCCM) is a product from Microsoft for systems management connected over the corporate network.It’s a software management suite that allows us to manage Windows, macOS (OS X), Linux, or UNIX systems.It can also manage mobile operating systems such as Windows Phone,Symbian,iOS, and Android. It provides features like patch management, remote control, operating system deployment, network protection, and many more.

SCCM manages both application installations and software updates. It provides distributed deployment on remote systems connected through the corporate network. We can configure a few target machines through the management console. It even keeps track of the network’s inventory.

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SCCM version history

The SCCM was originally released with the name ‘Systems Management Server 1.0’ in 1994.It targeted management of MS-DOS, Windows for Workgroups, Macintosh, LAN Manager, etc. It has evolved drastically over the years incorporating many features. Let’s see some of the significant releases.

The ‘Systems Management Server 1.2’ was released in 1996, which includes remote-control, SNMP, inventory, and network monitoring capabilities.  Microsoft introduced software-distribution capabilities in ‘Systems Management Server 2003’ in 2003.

The ‘System Center Configuration Manager 1602’ released in 2016 includes conditional access for PCs, Office 365, management of mobiles, and Windows 10. In the same year, they improved integration with the Windows Store to support online and offline licensed apps.The latest stable version of SCCM was released on April 1st, 2020. The name of this version is ‘Endpoint Configuration Manager 2002’.

SCCM Architectural components

Let’s look at the architectural components of SCCM 2012 R2. The core role of SCCM is a site. The SCCM 2012 architecture consists of three different site types.

  • A single stand-alone primary site with no secondary sites
  • A primary site with one or more secondary sites
  • A central administration site at the top level with one or more primary sites. The primary sites, in turn, can have one or more secondary sites.

Central Administration Site (CAS)

When an organization has to maintain more than 100,000 clients, then we should go for CAS. We can set up primary sites for a set of clients. The primary sites in CAS hierarchy are treated as child sites. They have limited roles and no clients assigned. The CAS should be configured with a SQL server to store the hierarchical data. The entire SCCM can support a maximum of 400,000 clients.

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Primary Site

Primary sites manage clients through connected networks. A primary site can support up to 250 secondary sites, 100,000 clients, and 10 management points. If an organization has to manage less than 100,000 clients, then a single stand-alone primary site would suit best.

Secondary Site

To service clients in remote locations, we can use secondary sites. A secondary site can be installed from the Configuration Manager console. When a secondary site is installed, a management point and a distribution point are automatically deployed. A secondary site requires either a SQL Server Express or a full instance of SQL Server.

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Features of SCCM

Below are the primary management features of the Configuration Manager.

Co-management

We can attach existing Configuration Manager deployment to the Microsoft 365 cloud using co-management. We can manage Windows 10 devices by both Configuration Manager and Microsoft Intune. 

Desktop Analytics

It is a cloud-based service that can integrate with the Configuration Manager. We can combine data from our organization with the data collected from millions of devices and provide insights. 

Cloud-attached management

We can use cloud management gateway, cloud-based distribution points, etc. to manage internet-based clients.

Real-time management

We can use CMPivot to query online devices for deeper insights. We can also deploy Windows PowerShell scripts to clients.

Application management

We can create, manage, deploy, and monitor applications on different devices. We can also integrate with the Microsoft Store to deliver cloud-based apps.

OS deployment

We can deploy OS images on specified target machines. The image deployment might use PXE, multicast, or bootable media.

Software updates

We can monitor and deploy software updates within an organization. 

Company resource access

Users from remote locations can access data and applications. It includes Wi-Fi, VPN, email, and certificate profiles.

Compliance settings

We can assess, track, and remediate the configuration compliance of client devices. We can also configure compliance settings to only a few specified target devices.

Endpoint Protection

It provides security, antimalware, and Windows Firewall management for all the systems connected in your organization. 

Inventory

We can monitor assets like hardware devices and software that belong to an organization.

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On-premises mobile device management

This supports managing Windows 10 Enterprise and Windows 10 mobile devices.

Power management

We can monitor the power consumption of client computers. We can configure the power plans of the systems in an organization.

Remote control

We can remotely deploy client computers from the Configuration Manager console.

Reporting

It offers advanced reporting capabilities. It provides a lot of default reports too.

Software metering

We monitor the software usage data from the clients. We can determine if the software is being used or not.

Prerequisites for SCCM installation

The following are the prerequisites that we need to set up before going through with the installation of the SCCM.

  • Create system management container
  • Assign site server computer permissions on the container
  • Extend active directory schema
  • .Net Framework 
  • Remote differential compression
  • Windows assessment and deployment kit

We can install a prerequisite checker (Prereqchk tool) and verify if all the components are configured or not. Open a command prompt as an administrator. Go to ‘.\SMSSETUP\BIN\X64’ location and the below command. Prereqchk.exe /AdminUI

The pre checker will run and check for all the required components. If all the components are found, we will get a result that says ‘All required prerequisite tests have completed’ with a status of success. Now you are good to go ahead with the SCCM installation.

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Installation of SCCM

Download the SCCM ISO from the https://www.microsoft.com/Licensing/servicecenter/default.aspx page. Run the ‘Splash.hta’ file and select the ‘Install’ option. The initial screen will show the steps necessary to install SCCM. Click on ‘Next’, and you will get a ‘Getting Started’ screen. Select the ‘Install a Configuration Manager Primary Site’ checkbox and click on ‘Next’. 

Enter the product key and click on ‘Next’. Accept all the Microsoft Software License Terms, the Product License Terms, and click on ‘Next’. You will get a ‘Prerequisite Downloads’ screen. Specify the location for the prerequisite file download, and click on ‘Next’. On the Server, and Client Language Selection screens, select ‘English’ as the language, and click on ‘Next’.  

Enter the site code, site name, and specify the installation folder on the ‘Site and Installation Settings’ screen. Select the ‘Install the primary site as a stand-alone site’ option on the ‘Primary Site Installation’ screen. Enter the SQL server name, database name, and click on ‘Next’. On the next screen, enter the path to the SQL Server data file, path to the SQL Server log file, and click on ‘Next’.

Click on ‘Next’ on the SMS Provider Settings screen. Select the ‘Configure the communication method on each site system role’ option on the ‘Client Computer Communication Settings’ screen, and click on ‘Next’. Select the ‘Install a Management Point’, ‘Install a Distribution Point’ checkboxes, and click on ‘Next’. Click ‘Next’ on the ‘Usage Data’ screen. Click ‘Next’ on the next screen too. 

You will get a summary of all the options that you have selected.Click on ‘Next’ to proceed. On the next screen, you can see the prerequisite checks. Click on ‘Begin Install’ to start the installation. Once the installation is complete, click on ‘Close’.

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Comparison between SCCM and WSUS

Both the SCCM and WSUS are patching solutions developed by Microsoft, but they have some differences. 

  • Both SCCM and WSUS are on-premise solutions.
  • Organizations of any size can use WSUS. Organizations of large size will use SCCM.
  • WSUS offers some patching automation with no up-front costs. SCCM is a paid patch system. 
  • WSUS does not offer reporting and network visibility. 
  • WSUS does not handle patching third-party applications.SCCM provides more support for third-party application patching.

Conclusion

Systems Center Configuration Manager (SCCM) is a perfect solution for managing a large number of systems with various operating systems. SCCM has been used by many organizations. The learning curve for SCCM is complex, but once you get started with it, it will be easier to work with SCCM. The SCCM helps in standardizing all your systems in your domain. Even if your system is connected to your network with a live connection, or with a VPN, or through a remote connection, you can configure it easily with SCCM.

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