Design review checklist in PCB Design - Real Business Scenario

Scenario Mode

👤 Your Role: You are a PCB design engineer

📋 Request: Your manager wants a dashboard to track the status of design review checklist items across multiple PCB projects to ensure quality and timely completion

📊 Data: You have data on PCB projects, checklist items, their status (Completed, Pending, In Progress), assigned reviewers, and review dates

🎯 Deliverable: Create a dashboard showing checklist completion rates per project, status breakdown, and overdue items

Sample Data

Project	Checklist Item	Status	Reviewer	Review Date	Due Date
Alpha	Component Placement	Completed	John	2024-05-01	2024-05-05
Alpha	Routing Check	Pending	Mary		2024-05-10
Alpha	DRC Verification	In Progress	John		2024-05-08
Beta	Component Placement	Completed	Mary	2024-04-28	2024-05-01
Beta	Routing Check	Completed	John	2024-05-02	2024-05-05
Beta	DRC Verification	Pending	Mary		2024-05-07
Gamma	Component Placement	In Progress	John		2024-05-06
Gamma	Routing Check	Pending	Mary		2024-05-09
Gamma	DRC Verification	Pending	John		2024-05-10

1

Step 1: Load the sample data into your BI tool as a table named 'DesignReviewChecklist'

Import the data with columns: Project, Checklist Item, Status, Reviewer, Review Date, Due Date

Expected Result

Data table with 9 rows loaded correctly

2

Step 2: Create a calculated measure to count total checklist items per project

Total Items = COUNTROWS(FILTER('DesignReviewChecklist', 'DesignReviewChecklist'[Project] = MAX('DesignReviewChecklist'[Project])))

Expected Result

Total Items measure returns 3 for each project (9 for all projects combined)

3

Step 3: Create a calculated measure to count completed checklist items per project

Completed Items = CALCULATE(COUNTROWS('DesignReviewChecklist'), 'DesignReviewChecklist'[Status] = "Completed", 'DesignReviewChecklist'[Project] = MAX('DesignReviewChecklist'[Project]))

Expected Result

Completed Items measure returns correct counts per project (Alpha=1, Beta=2, Gamma=0)

4

Step 4: Create a calculated measure for completion rate per project

Completion Rate = DIVIDE([Completed Items], [Total Items], 0)

Expected Result

Completion Rate shows percentage of completed items per project (Alpha=33%, Beta=67%, Gamma=0%)

5

Step 5: Create a status breakdown visual: Rows=Project, Columns=Status, Values=Count of Checklist Item

Use a matrix visual with Project as rows, Status as columns, and count of Checklist Item as values

Expected Result

Matrix shows counts of Completed, Pending, In Progress items per project

6

Step 6: Create a table visual to list overdue checklist items (Due Date before today and Status not Completed)

Filter: 'DesignReviewChecklist'[Due Date] < TODAY() AND 'DesignReviewChecklist'[Status] <> "Completed"

Expected Result

Table shows overdue items with Project, Checklist Item, Status, Reviewer, Due Date

7

Step 7: Arrange visuals on a dashboard with title 'PCB Design Review Checklist Status'

Place Completion Rate card, Status Breakdown matrix, and Overdue Items table neatly with clear labels

Expected Result

Dashboard clearly shows project progress, status distribution, and overdue tasks

Final Result

PCB Design Review Checklist Status

+----------------+----------------+----------------+----------------+
| Project        | Completed      | Pending        | In Progress    |
+----------------+----------------+----------------+----------------+
| Alpha          | 1              | 1              | 1              |
| Beta           | 2              | 1              | 0              |
| Gamma          | 0              | 2              | 1              |
+----------------+----------------+----------------+----------------+

Completion Rate per Project:
Alpha: 33%
Beta: 67%
Gamma: 0%

Overdue Items:
- Gamma: Component Placement (In Progress), Due 2024-05-06
- Alpha: Routing Check (Pending), Due 2024-05-10 (if today > 2024-05-10)

✓Beta project has the highest checklist completion rate at 67%.

✓Alpha project has mixed status with only 33% completed items.

✓Gamma project has no completed checklist items and multiple overdue tasks.

✓Overdue checklist items need immediate attention to avoid delays.

Bonus Challenge

Add a trend line visual showing checklist completion progress over time per project using Review Date

Show Hint

Create a measure counting cumulative completed items by Review Date and plot it on a line chart with Project as legend