Create a calculated column actuals vs Budget

[ckolahi]

• Hi PBI experts.

I am new here and starting with PBI so apologies in advance if the question is stupid.

I have a situation. Here is the table, the columns in black are the ones I have and I need to create a calculated column (in red) showing a target achievement per reps (as decribed in the table below). 

As anyone have an idea if its possible ?  Thank you in advance for your help

[Greg_Deckler · Accepted solution]

@ckolahi Assuming a Status of A is actuals and B is budget, maybe:

% Achievement Column = 
  VAR __Name = [Name]
  VAR __Measure = [Measure_SIP]
  VAR __Status = [Status]
  VAR __Month = [Month]
  VAr __Year = [Year]
RETURN
  IF(
    __Status = "B",
    0,
      VAR __Actual = IF(__Measure = "Net Sales USD", [Net_Sales_USD], [Units])
      VAR __Table = FILTER('Table',[Name] = __Name && [Measure_SIP] = __Measure && [Status] = "B" && [Month] = __Month && [Year] = __Year)
      VAR __Budget = IF(__Measure = "Net Sales USD", MAXX(__Table, [Net_Sales_USD]), MAXX(__Table, [Units])
    RETURN
      DIVIDE(__Actual, __Budget, 0)
  )

That said, I think you should look into unpivoting your Net_Sales_USD and Units columns and this would likely be a far easier calculation.

[ckolahi]

@Greg_Deckler  thank you very much it works