Targets per category changed over the year

[wilma]

Hi girls and guys,

I have a target table per category that worked fine last year. When filtering on the category the target line changed in my visual.

Now I have new targets for 2021 per category and I want to show the target line moving down from 2020 to 2021 for I'm showing data from the last 12 months.

I added the year and month to the target table but all I can do now is show a sum of the targets which is changing per month, while a target line should be straight the whole year. Max and Min show the wrong values.

I'm using the line and stacked column chart because I also show a 3 months average line.

Anyone having experience with this?

Thanks for your help

[amitchandak]

@wilma , see if the closingbalancemonth or closingbalanceyear can help

https://www.youtube.com/watch?v=yPQ9UV37LOU

[wilma · Accepted solution]

Hi @amitchandak 

Thank you for your reply. I didn't know about the closingbalancemonth function (DAX newbee) but I will use it in the future.  For this particular problem it could not be used because I had some other fields (categories) to filter on. I have now solved the problem by creating 2 target measures, one for 2020 and one for 2021 and use the SWITCH function to determine which one is at hand. 

Will take some maintenance next year but there will be new targets anyhow so no problem.

Thanks again, 

Grtz,

Wilma

[Pragati11]

Hi @wilma ,

Not able to understand everything in your query. Refer following article please:

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Thanks,

Pragati