This is part 1 of a case study covering how to create a Maintenance Balanced Scorecard using the Power BI Power KPI Matrix visual.

This video covers sections 1 and 2 of the case study.
Section 1 Understand what a Balanced Scorecard is and which maintenance management KPI I'd recommend.
Section 2 Importing and transforming data from multiple sources, in different formats. Then shaping it so that it can be used by the Power KPI Matrix visual.
Section 3 Creating and configuring the Balanced Scorecard in Power BI using the Power KPI Matrix is covered in detail in part 2 of this case study, see the link below.
   • Case Study Pt2  Creating a Maintenan...  

You can use the video chapter links below to navigate to a specific section or even try playing the video at a slightly faster speed.

Visit the YouTube video resources section of my website using the link below to download the data source files and completed PBIX file.


⏩ Video Navigation

Section 1 Introduction to a Maintenance Balanced Scorecard
00:21 End results of the case study
01:37 What is a balanced scorecard?
02:58 Maintenance KPIs in the balanced scorecard
07:02 Maintenance KPI balanced scorecard data sources
10:17 Power BI data model overview
Section 2 Importing Data with Power Query
11:57 Pre aggregated data
17:57 Calculating % difference in planned vs actual budget
22:00 Summarising transactional data
27:54 Transforming Excel columnbased KPI data into rowbased KPI data
35:56 Creating a KPI definition table
38:28 Create the consolidated rowbased KPI table
41:36 Creating the relationships in the data model
43:31 Summary of Sections 1 and 2


Power BI Dashboard Training

FREE Power BI Quick Start Course Learn how to create your first dashboard in around 90 minutes!
https://effectivedashboards.com/power...

Power BI Quick Start PLUS Learn how to craft KPI management dashboards that really do help you, your boss, and your peers make better decisions!
https://effectivedashboards.com/power...


Resources

Access to the source PBIX files for my YouTube videos:
https://effectivedashboards.com/cours...

Article series on creating a maintenance management system data model and how to address the human factors of data collection for improved data quality. (This is not just relevant to maintenance and reliability data).
https://effectivedashboards.com/data...