Forum Discussion

sanjay_akut's avatar
sanjay_akut
Regular Visitor
10 years ago

Monthly Goal Trending

So I have a goal table containing the MONTHLY goal for a particular measure which I have stored in a goals table using the first day of the month for the month that the goal is applied to (1/1/2016 w...
SamLester's avatar
SamLester
Microsoft Employee
10 years ago

Could you use a Gauge control to show this instead of a KPI visual? You could set the value as the sum of the daily actuals and the maximum value to the Monthly Goal. You could also set the Target Value to be a calculation based on days in the month.

 

 

 

 

Thanks,
Sam Lester (MSFT)

  • sanjay_akut's avatar
    sanjay_akut
    Regular Visitor
    10 years ago

    Thanks for the suggestion, this is a good start.  Any suggestions on creating the calculation using the days in a month, so if the monthly goal was 30 I could know that on the 11th day of the month, if my value is 11 I am "on target"?

     

     

    • SamLester's avatar
      SamLester
      Microsoft Employee
      10 years ago

      Sure, you can use DAX date/time calculations to determine this. Set the target value of the gauge to this calculated column to reflect the calculated goal.

       

      Ex:

       

      DAY(now()) / DAY(EOMONTH(NOW(),0)) * Goals[MonthlyGoal]

       

      Today is June 12th.

      DAY(now()) returns 12  
      DAY(EOMONTH(now(),0) returns 30   (number of days in June)

       

      So the calculation would be:

      current day / days in month * montly goal

       

      Thanks,
      Sam Lester (MSFT)