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davejago Frequent Visitor
Frequent Visitor

Calculating % attainment, and 'left to get' vs. a defined target

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.

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Calculating % attainment, and 'left to get' vs. a defined target

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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1 REPLY 1
Super User
Super User

Re: Calculating % attainment, and 'left to get' vs. a defined target

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


Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!