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Ritaf
Responsive Resident
Responsive Resident

running total target

Hi, i'm tryin to create a measure for monthly target based on toatal yearly target and accomplished by the slised period. 

For exemple salesman have a rarget for year  - 1,000,000 $

until 04.04 he sold - 200,000$

his monthly target until december is (1,000,000 - 200,000)/ (12 - 4.13) = 101,651

how can i build this calculation?

Thanks ,

Rita

1 ACCEPTED SOLUTION

@Ritaf something like this you can do and change as per your need

 

Add new measure to calculate number of months

 

Total Month = 
VAR __today = TODAY() 
VAR __eomDate = EOMONTH( __today, 0 )
VAR __totalDaysInMonth = DAY( __eomDate )
VAR __daysPassedInMonth = DAY( __today )
VAR __totalMonthsPassed = MONTH( __today ) + DIVIDE( __daysPassedInMonth, __totalDaysInMonth )
RETURN
    __totalMonthsPassed

 

Add measure to perform calculation

 

Running Total Target = 
DIVIDE( SUM( Table[Target ] ) - SUM( Table[Sales] ), 12 - [Total Months] )

You can combine all this in one if you want, totally your call.



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View solution in original post

4 REPLIES 4
parry2k
Super User
Super User

@Ritaf i guess you always want to caclulate as of today, in your example it April 04th, correct?



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Ritaf
Responsive Resident
Responsive Resident

Today is good enough:)

@Ritaf something like this you can do and change as per your need

 

Add new measure to calculate number of months

 

Total Month = 
VAR __today = TODAY() 
VAR __eomDate = EOMONTH( __today, 0 )
VAR __totalDaysInMonth = DAY( __eomDate )
VAR __daysPassedInMonth = DAY( __today )
VAR __totalMonthsPassed = MONTH( __today ) + DIVIDE( __daysPassedInMonth, __totalDaysInMonth )
RETURN
    __totalMonthsPassed

 

Add measure to perform calculation

 

Running Total Target = 
DIVIDE( SUM( Table[Target ] ) - SUM( Table[Sales] ), 12 - [Total Months] )

You can combine all this in one if you want, totally your call.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Ritaf
Responsive Resident
Responsive Resident

It works, thanks a lot !!!!!!!!Heart

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