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Helper V
Helper V

Running Total and Quota

I used a SharePoint List to create Sales Quotes by Sales Person (AE). I then linked the List to BI.

 

However, I'm running into the issue where BI is summing the Quota and not differentiating it by month/year. And when I wrote a measure to "%ofQuota" it's calculating the percent to the cumulative quota for however many rows were entered (in this case, Jan-Dec 2017)

Capture.JPG

 

4 REPLIES 4
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Super User VII
Super User VII

Re: Running Total and Quota

I think you don't want to summarize the quota, correct? you can choose option not to summarize, not sure if this is what you are looking for

 

sum1.PNG

 

 






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Resident Rockstar
Resident Rockstar

Re: Running Total and Quota

Do u want create running total at month level or year level.

 

create new measure :1.JPG

 

 

 

If u want Qtr level use DatesQTD, Year Level DatesYTD.

 

let me know any help

Highlighted
Helper V
Helper V

Re: Running Total and Quota

Unfortunately that option isn't available for this data for some reason

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Resident Rockstar
Resident Rockstar

Re: Running Total and Quota

Cool, 

 

May i know what option not available ?

 

 

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