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Hello,
I am trying to create a table where I can show the YTD target for a representative. Since targets cannot be split, I have to show them as duplicates.
Targets are set up as an average per month. And then I would like to sum the average to show the YTD Target with fiscal date starting Oct-2022.
I currently have my DAX as
Rep Name | Invoice | Sales | InvDate | Target | |
Rep1 | 1014343771 | $300 | Oct-22 | $1,000 | |
Rep1 | 1322443213 | $250 | Oct-22 | $1,000 | |
Rep1 | 1179412135 | $250 | Oct-22 | $1,000 | |
Rep1 | 1647275203 | $100 | Nov-22 | $500 | |
Rep1 | 1402789444 | $200 | Nov-22 | $500 | |
Rep1 | 1178342331 | $400 | Nov-22 | $500 | |
Rep1 | 1394226361 | $500 | Dec-22 | $700 | |
Rep1 | 1834422269 | $200 | Dec-22 | $700 | |
Rep1 | 1743761730 | $300 | Dec-22 | $700 | |
Rep Name | InvDate | Monthly Revenue | Monthly Target | YTD Revenue | YTD Target |
Rep1 | Oct-22 | $800 | $1,000 | $1,000 | $1,000 |
Rep1 | Nov-22 | $700 | 500 | $1,500 | $1,500 |
Rep1 | Dec-22 | $1,000 | $700 | $2,500 | $2,200 |
Hi,
You may download my PBI file from here.
Hope this helps.
Could you share the DAX formula? I am unable to open your file.
@Be-ro92 , You have use date table joined with date of you table, in visual, slicer, and measure
CALCULATE([Total Target_2], DATESYTD('Date'[Date] . [Date],"08/31")) // assuming year start on 09/01
Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
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