TOTAL SALES - QUARTER

[Bjones-MHL]

I have a TOTALSALES number that I'm pulling from various table columns, the number is correct. I am then displaying the TOTALSALES by QUARTER by displaying the TOTALSALES in a card and then applying a visual filter to the card using a DATE QUARTER, this also displays correctly for various QUARTERS selected (Q1, Q2, etc.)

My issue is that I need to use those QUARTER SALES numbers in a measure to do additional calculation for a bonus.

TOTALSALES = wh_billing_item[Total Combined GP Rounded]
SALESGOALQTR = Goals[YearlyGoalQTR]

Bonus is based on a QUARTER sales GOAL so my current measure is:

QTRBonus = IF(wh_billing_item[Total Combined GP Rounded] > Goals[YearlyGoalQTR],.005 * wh_billing_item[Total Combined GP Rounded],0)

I then show the number derived from that measure in a card and apply a visual filter for DATE QUARTER, however that calculation is not correct as it ends up comparing the full TOTALSALES (instead of the QUARTER TOTAL SALES) to the YEARLYGOALQTR, etc.

I'm also using several other slicers on the page to display a specific YEAR and SALESPERSON which appear to working correctly. I don't need to use a slicer for the QTR as I'm displaying all 4 QUARTERS on the screen.

It would be great if I could simply use the number displayed in the card visual in my measure, is that possible? If not how do I breakdown the TOTALSALES number to dynamic QUARTERS based on the YEAR slicer?

This is a screenshot of the current layout

[v-shex-msft]

Hi @Bjones-MHL ,

You can add variable to store current selection items(month, year), then add filter on 'allselected' table to filter on month and years level.  If you can please provide some sample data for test.

Regards,

Xiaoxin Sheng