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ankitkalsara
Frequent Visitor

Quota Comparison with Closed Won Amount

Hi team,

I need some help to create below report in Power BI.

I have Quota and Opportunity table which has been joined by 1 to many relationship.

 

I am trying to plot line chart as show below (attached here sample pbix file)

  • X-axis = Month of Opportunity Close Date
  • Green line = Constant line of Quota amount for the months selected (if all 3 months selected, amount = 1500$, if 2 months selected, amount = 1000$
  • Yellow line = Constant line of Oppoortunity Closed Won amount for the months selected
  • Blue line = Cumulative total of Open and Closed Opportunity amount

 

Performance Report.png

Any help will be much appreciated.

1 ACCEPTED SOLUTION
AlexisOlson
Super User
Super User

You need a cumulative measure for Blue and Y-Axis Constant Lines for Yellow and Green defined by the appropriate measures.

 

I get this when adding those:

AlexisOlson_0-1634326821240.png

 

Please see attached.

 

 

 

View solution in original post

3 REPLIES 3
AlexisOlson
Super User
Super User

You need a cumulative measure for Blue and Y-Axis Constant Lines for Yellow and Green defined by the appropriate measures.

 

I get this when adding those:

AlexisOlson_0-1634326821240.png

 

Please see attached.

 

 

 

View solution in original post

Hi @AlexisOlson ,

 

Please ignore my previous message, I think it will cause too much confusion if we look at the large amount of data. 

 

Thank you again for your help.

Hi @AlexisOlson ,

 

Thank you very much for your response. Yes it is working fine.

 

Is it possible to show what opportunities makes up the amount when we click on data point on the line graph?
e.g. If we click on 1/18 - can we show 2 opportunities in the table format which makes up 300$?

Marker.png

 

as below.

Opp Data.png

Currently it just shows 1 opportunity of 1/18 of 200$

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