DAX to calculate sales targets based on different granularity

lauralovesBI — Wed, 29 Mar 2023 10:45:28 GMT

Hi!

I would like to calculate sales targets but have different granularity inputs:

Management sets a monthly sales target per salesperson = SalesTarget [Amount] and SalesTarget [CalendarMonth]

Each salesperson sets their monthly sales activities by % per each month = person 1 will have 50% in week 1, 25% in week 3 and 25% in week4 of a certain month, person 2 will have 25% x all 4 weeks of a certain month, person 3 will have 20% in week 1 and 80% in week 4 of a certain month, etc

I am using a star schema with all input tables connected to the date reference table and salesperson reference table. Calculation should be monthly sales target x salesperson weekly split for each month. Excel would be easy to write but how do I direct DAX to take the month's target and split it by each salespersons' %?

Current calculation gives me only the first week: Sales Amount Per Week = CALCULATE([Sales Target by Month]*[Salesperson%Split], ALL(CalendarReference[WeekofYear]))

thank you!

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DAX to calculate sales targets based on different granularity