Sales Vs Goal for multiple locations (data included)

[rbfyfe]

Hello,

I have been hammering away at this data and would appreciate the help GREATLY! I am in short trying to compare Sales Data and Goal Data, side by side like the bar chart pictured below. I need to be able to flip back and between different locations using a slicer.  

I have put together sample data, which I hope will provide further insight into this. I tried connecting a relationship between the dates to no avail. I receive an error each time.

Thank you so much in advance for the help. 

"Location - Woo" "Shoot Date" "Total Cost"

Wayne	3/6/2018	1250
Wayne	3/6/2018	1250
Wayne	3/6/2018	1750
Wayne	3/7/2018	1750
Wayne	3/12/2018	1750
Wayne	4/10/2018	1250
Wayne	3/8/2018	1250
Wayne	3/23/2018	600
Wayne	3/26/2018	1250
Wayne	4/11/2018	1750
Wayne	3/24/2018	1750
Wayne	3/24/2018	1250
Wayne	3/24/2018	1250
Wayne	3/24/2018	1250
Wayne	3/24/2018	1250
Wayne	4/16/2018	1750
Wayne	4/20/2018	1800
Grand Rapids	3/3/2018	2000
Grand Rapids	3/5/2018	1500
Grand Rapids	3/6/2018	1500
Grand Rapids	3/6/2018	1350
Grand Rapids	3/5/2018	1250
Grand Rapids	3/8/2018	1500
Grand Rapids	3/6/2018	3000
Grand Rapids	3/5/2018	900
Grand Rapids	3/5/2018	750
Grand Rapids	3/8/2018	382.5
Grand Rapids	3/6/2018	1500
Grand Rapids	3/6/2018	700
Grand Rapids	3/12/2018	3000
Grand Rapids	3/12/2018	3000
Grand Rapids	3/7/2018	2000
Grand Rapids	3/9/2018	1500
Grand Rapids	3/6/2018	3250
Grand Rapids	3/9/2018	4500
Grand Rapids	3/6/2018	800
Grand Rapids	5/4/2018	1000
Grand Rapids	3/7/2018	700
Grand Rapids	3/7/2018	700
Grand Rapids	3/7/2018	1350
Grand Rapids	3/19/2018	4500
Grand Rapids	4/2/2018	1350
Grand Rapids	3/26/2018	700
Grand Rapids	3/27/2018	1350
Grand Rapids	3/23/2018	2000
Grand Rapids	3/27/2018	1500
Grand Rapids	3/24/2018	1000
Grand Rapids	3/26/2018	1000
Grand Rapids	3/28/2018	1000
Grand Rapids	4/17/2018	2700
Grand Rapids	4/18/2018	750
Grand Rapids	4/23/2018	4000
Grand Rapids	4/19/2018	1000
Grand Rapids	4/17/2018	2700
Grand Rapids	4/23/2018	1045

"Month"           "Location"         "2017 Historical"  "2018 Plan"  "Shoots Plan"  "Model Revenue"

1/1/2018	Wayne	0	3925	24	3340
2/1/2018	Wayne	0	6829	41	5812
3/1/2018	Wayne	0	10361	62	8818
4/1/2018	Wayne	0	14521	87	12358
5/1/2018	Wayne	0	19309	116	16433
6/1/2018	Wayne	3395	25250	151	18036
7/1/2018	Wayne	4217	22912	137	16366
8/1/2018	Wayne	6126	29739	178	21242
9/1/2018	Wayne	4346	26653	160	19038
10/1/2018	Wayne	5738	22819	137	16299
11/1/2018	Wayne	4806	15197	91	10855
12/1/2018	Wayne	3806	9679	58	6914
1/1/2018	Grand Rapids	15711	24549	147	20040
2/1/2018	Grand Rapids	20800	37805	226	30862
3/1/2018	Grand Rapids	23515	51717	310	42218
4/1/2018	Grand Rapids	34522	66282	397	54108
5/1/2018	Grand Rapids	44888	81503	488	66533
6/1/2018	Grand Rapids	50294	83467	500	68136
7/1/2018	Grand Rapids	43471	71192	426	58116
8/1/2018	Grand Rapids	57824	87394	523	71342
9/1/2018	Grand Rapids	44602	74465	446	60788
10/1/2018	Grand Rapids	50843	60882	365	49699
11/1/2018	Grand Rapids	30890	38869	233	31730
12/1/2018	Grand Rapids	14620	23813	143	19439

[v-xjiin-msft]

Hi @rbfyfe,

What's Sales Data and what's Goal Data? What's your logic to compare the two values and what's your expected result?

Thanks,
Xi Jin.

[rbfyfe]

Sales Data:

Each row represents an order.

Each Order has a "location" a "sales date", and a "Dollar amount". The labels above are somewhat misleading.

Goal Data:

Each Row represents multiple things -

"A Month", "A location"

Along with 3 types of data

"2017 Historical" 

"2018 Plan" 

"Model Revenue"

"Shoots Plan" (this data point is NOT necessary or included in the above graph).

The ultimate goal is to create a bar graph, that shows

2018 Plan, Model Revenue, Actual Revenue BY Month based on Location.

*Key Point*

I am managing user roles to only allow specific email addresses see specific locations.

Case examples being, For the month of March, I see that the "Red Bar's" (or Actual Revenue) height is below the "Green Bar's" (2018 Plan) and below "Blue Bar's" (Model Revenue), meaning I missed my goal for the month of March. (They are not wondering how to flip between locations)

[shrola]

Can you create another table for only for "Locations" and create relationships off the new table? Then use the slicer from the new table.