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Hi all!
I am realativly new to the PBI platform, and I am currently tasked with creating a report with KPI's for assorted sales areas.
I am essentially trying to do the following:
Performance Goal = Last years sales (or same quarter last year) based on current date * 1.10
I then want to use this as a measure for the Scorecard in the service, broken down by each account manager so that they can track their teams progress in reaching their goal. I am having trouble finding out how to make this all come together and would love any advice or rescources to find where similar things have been done before!
Thanks to all in advance!
Solved! Go to Solution.
@wmcclure , You can create a trailing year measure
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))
or
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA
@wmcclure , You can create a trailing year measure
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))
or
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA
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