Power BI – The PICK process of Automation

In an previous post we created an intake process for Dev Request and funneled it to a data source. This read will explain a key business tool as a part the dev request process. PICK. This simply gives us some guidance on a thing. Possible, Implement, Challenge and Kill. We can easily set this up in Power BI. Let’s get automating!

Grab that data source (in previous reads I am using SharePoint, and drop it in Power BI. Be sure the Data Types are all correct or it can cause some issues. Check both the Data tab as well as Power Query to make sure that all fields are of the correct data type e.g., Number are numbers and not text.

Data table

Create a scatter chat from the visualization pane

Scatter Chart

Define your fields as so:

Value Fields

if you’ve constructed the values correctly on the data source side then you should have some visible data points. Refer to my other post on creating the data source if things don’t look right. You can also do the same calculations explained in Power BI if you wanted to have Power BI do the lifting and not calculate within the source. To give it some pizazz create some labels, textboxes, and colors to help fill in the background.

If you are familiar with the PICK process, hopefully you found this to be a useful exercise. If not, PICK is very much a worthwhile thing. Learn it, use it! With the data now pulled into Power BI, we can add even more context down the road. Make this your own an make it your friend. Power BI knows no boundaries.

Michael Heath

Michael Heath is a digital automation and innovation artist with over 15 years of experience reimagining and transforming spaces through technology. His diverse background in Education, Behavioral Neuroscience, Game Theory, and Information Technology allows him to craft creative solutions that drive digital transformation and growth. Michael leverages innovative technologies, including automation, artificial intelligence, and data analytics, to enhance organizational efficiency and foster a culture of innovation. Driven by a personal philosophy of continuous learning and exploration, Michael believes that innovation stems from curiosity, creativity, and imagination. He thrives on utilizing his multidisciplinary knowledge to catalyze transformative initiatives that streamline operations and revolutionize how organizations and individuals work.

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