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I am a new power BI user and just coming to grips with the setup. I have a large flat file loaded from excel with performance by sales rep across multiple years, multiple quarters. at a deal / transaction level. I have already loaded a separate table that applies fiscal QTRs so I can report on performance by rep by QTR.
I have loaded in a separate table with the targets by sales rep, by quarter.
I'd now like to create tables & visuals showing, for any particular QTR:
- Sales rep performance vs assigned target for that QTR - and be able to produce this for the current QTR, as well as prior QTRs
- Then I'd like to calculate 'left to get' for the current QTR i.e. target minus performance Quarter-to-date
I think this is going to involve DAX but I'm not sure where to start.
Very grateful for some help.
Solved! Go to Solution.
Very difficult to help without some representation of source data. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
Very difficult to help without some representation of source data. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
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