I don't have daily goals.

[Joshua_]

Hi guys, I have a data table with goals (MONTHLY) and a data table with sales (DAILY). I need to calculate partial compliance. What do you suggest to me? Do I have to transform monthly goals into weekly goals? how can I do it?

 

[v-kkf-msft]

Hi @Joshua_ ,

Try the following formula to create measures:

Result_Sales = 
CALCULATE(
    SUM('SALES TABLE'[SALES]),
    FILTER(
        ALL('DATE TABLE'),
        'DATE TABLE'[WEEK] <= MAX('DATE TABLE'[WEEK])
    )
)

WeekCount = 
CALCULATE(
    DISTINCTCOUNT('DATE TABLE'[WEEK]),
    FILTER(
        ALL('DATE TABLE'),
        MONTH('DATE TABLE'[DATE]) = MONTH( MAX( 'GOALS TABLE'[DATE]) ) 
    )
)

_avg = 
CALCULATE(
    DIVIDE(
        SUM('GOALS TABLE'[GOALS]),
        [WeekCount]
    ),
    FILTER(
        'GOALS TABLE',
        'GOALS TABLE'[DATE].[MonthNo] = MONTH( MAX( 'DATE TABLE'[DATE] ) )
    )
)

Result_Goals = REPLACE( MAX('DATE TABLE'[WEEK]), 1, 1, "") * [_avg]

PARTIAL FUFILLMENT = DIVIDE([Result_Sales],[Result_Goals])

This is my PBIX file.

https://microsoftapc-my.sharepoint.com/:u:/g/personal/v-lazhang_microsoft_com/EWAvp8FWbrtBsSCpzgBV1E...

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

Best Regards,
Winniz

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak · Accepted solution]

@Joshua_ ,refer if my blog on this topic can help

Power BI Distributing/Allocating the Monthly Target(Convert to Daily Target): Measure ( Daily/MTD): https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Monthly-Target-...