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grega's avatar
grega
Icon for Helper II rankHelper II
2 years ago
Solved

Sales / Target Issue

Hi,

 

I wonder if you can help.  I have an issue that seems to be a well-known one relating to creating a Power BI model that allows for the reporting of Sales vs Targets.  The Sales Value is the same for each Sales Rep (BAM) even though I'm using a linked Date dim table and filtering it using a current month offset filter.

 

      

Here is a view of my simple model.

 

 

The targets are set for each month.

 

Please let me know what yot think.

 

Thanks,

Greg.

Need Help

2 Replies

  • dk_dk's avatar
    dk_dk
    Icon for Super User rankSuper User
    2 years ago

    If you follow the direction of the arrows in your model you will find that Sales Targets BAM is not filtering any other table (including whichever has the Sale Value column).

    You would need to adjust your model so that some tables filter in both directions, or use DAX LOOKUPVALUE to get your BAM and Target value into the salesrep table (which currently does filter SalesAnalysis).

    I hope this helps.

  • grega's avatar
    grega
    Icon for Helper II rankHelper II
    2 years ago

    Thanks for the reposnse.