In this video, you'll learn how to pull data entered in Power BI Metrics into your Power BI reports.
This specific case study focuses on the steps for adding Metric check-in Notes into a Power BI report as narratives related to the Metric value on a particular date.

We then add these Metric check-in notes as a tooltip on a column chart. Next, you'll learn how to highlight which dates have notes assigned to them so it's easy to quickly identify points of interest, hover over the column and view the notes in the tooltip.

This will allow the person reading the report to obtain additional information related to points of interest in the Power BI file. For example an explanation as to why specific values were over or under a threshold value and what is happing to improve the situation.

The benefit of this approach is that you can enter Metric Notes directly into Power BI using the standard Metric check-in functionality.

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Video Navigation
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00:00 - Introduction
00:47 - Big Picture Overview of the Case Study
02:38 - Overview of Power BI Report
03:20 - Creating a Metric to a Scorecard
05:24 - Adding a Check-in Note to a Metric
06:15 - Adding Metric Visual to Power BI Report
07:17 - Add Scorecard Data Source to Power BI Report
09:00 - Add Check-In Notes Consolidation Measure
10:15 - Create Actual, Target and Actual vs Target Measures
11:00 - Add Conditional Formatting for Metric Status
12:54 - Adding a Tooltip to the PBIX report
14:35 - Adding Actual, Current and Delta to tooltip
16:00 - Adding Tooltip to the Column Chart
16:26 - Adding Indicator on Columns if Notes Exist
19:30 - Adding New Notes to Metric
20:39 - Manually Refreshing the Scorecard Dataset

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Related Videos
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Power BI Metrics Playlist
https://youtube.com/playlist?list=PLop0lNuba3nkSdZKi8Sr3L7Ynt88YkeRt

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Power BI Dashboard Training
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FREE Power BI Quick Start Course - Learn how to create your first dashboard in around 90 minutes!
https://effectivedashboards.com/power-bi-quick-start-create-a-pbi-dashboard-in-90-minutes/

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-bi-quick-start-plus/

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Resources
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Access to the source PBIX files for my YouTube videos:
https://effectivedashboards.com/course/how-to-add-metric-check-in-notes-as-narratives-in-power-bi-reports/

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-articles/