Individual Targets

[michael_knight]

Hi,

I'm having some problems (Or maybe a query). In our business the sales team get given targets that they need to hit each month. Originally we had manual excel report but are moving towards Power BI reports instead. We get the data from Dynamics 365 and use that instead of inputting it in manually.

I'm wondering how I should go about putting in targets? I will have to go back and put in the targets from the previous months as well.

Does anyone have any ideas on how I should go about doing this?

This is what the targets looks like in Excel

And this is what it'll look like in Power BI. I want to have the targets for the current and previous months as a total but also change to individual when using the drop down slicer

Thanks,

Mike

[michael_knight]

Hi,

Still trying to figure out this issue. Can anyone help?

Thanks,

Mike

[RobbeVL]

Hi, You'll have to model your data differently.

You could do this in PowerQuery.

PowerBI does calculation in a ROW context. So for you to be able to slice your data, you'll have to get that target in a different rows instead of columns.

It should look a bit like this: (use Unpivot function in PowerQuery)

Date	Target	Team
01/01/19	20	1
01/01/19	20	2
02/01/19	25	1
02/01/19	25	2

Having this table, you'll be able to use "Target" as your value, Date as your axis and Team as a slicer for example

Hope this helps! 

Robbe

[michael_knight]

HI @RobbeVL ,

Thanks for the quick reply. Sorry, I'm quite new to Power BI/Pivot tables so I'm not entirly sure how to go about doing what you suggested 

Regards,

Mike