topic Re: calculate daily target achievements in DAX Commands and Tips

calculate daily target achievements

Elyblog2009 — Wed, 17 Jul 2024 16:07:39 GMT

Hello all,

Please I need support relating a calculation I need to add in my dashboard refering to the achievement based on family products.

I have in the below table the daily sales revenues and in the last 3 columns the monthly target and based on these data I need to calculate the daily achievement vs target in % as well the remaining revenue vs target.

Sales name	beyound Connectivity daily sales	fixed daily sales	Mobility daily sales	Beyound connectivity monthly target	Fixed monthly target	Mobility monthly target
Anela	1500	0	0	78000	117500	40000
Elma	0	0	1500	90000	112500	38000
Ornel	1000	0	15417	75000	95000	38000
Xhuljana	0	1032	22750	75000	95000	38000
Total	4333	1032	42142	412000	535000	194000

Goga Team contains the Target revenues based on family and Ervis Goga monthly revenues contain the daily sales revenues.

Can you help me please?

Thank you!

Re: calculate daily target achievements

Elyblog2009 — Wed, 17 Jul 2024 20:02:44 GMT

Please if someone can help me on the topic.

Re: calculate daily target achievements

Anonymous — Thu, 18 Jul 2024 05:15:21 GMT

Hi Elyblog2009 ,

It's not clear what you mean. Can you show the expected results?

Best regards,
Community Support Team_ Scott Chang

Re: calculate daily target achievements

Elyblog2009 — Thu, 18 Jul 2024 08:03:30 GMT

Hello v-tianyich-msft!

Find below what I expect to achieve as a result.

Total achievement as % from the target. Let say Sales user has made from 1 July until today 3000 $ revenue in the Mobility family products that has a target of 20,000 $. I need to have the achievement vs target for each family product and the remaining revenue left to be achieved vs target.

BSEMonthDayYearTarget NamingSum of Monthly Fee

xhuljana	July	11	2024	Fixed Connectivity	1032
xhuljana	July	12	2024	Mobility	163250
xhuljana	July	17	2024	Beyond Connectivity	105480
xhuljana	July	17	2024	Fixed Connectivity	13749
xhuljana	July	17	2024	Mobility	10000
ornel	July	2	2024	Mobility	46668
ornel	July	16	2024	Beyond Connectivity	10000
ornel	July	17	2024	Beyond Connectivity	15000
ornel	July	17	2024	Fixed Connectivity	110000
elma	July	5	2024	Mobility	11750
anjeza	July	10	2023	Beyond Connectivity	18000
anela	July	1	2024	Mobility	68625
anela	July	24	2023	Beyond Connectivity	3666

Re: calculate daily target achievements

Anonymous — Thu, 18 Jul 2024 08:32:29 GMT

Hi Elyblog2009 ,

This 3000 $ and 20,000 $ I have not viewed in any data and I still do not get your point.

Best regards,
Community Support Team_ Scott Chang

Re: calculate daily target achievements

Elyblog2009 — Thu, 18 Jul 2024 09:14:30 GMT

The values mentioned 3000$ and 20000$ were just for sample explanation. Sorry for the inconvinience regarding that.

The real data are in the table sent on the first email.

Thank you!

Re: calculate daily target achievements

Elyblog2009 — Thu, 18 Jul 2024 12:37:09 GMT

Hello v-tianuich-msft!

Can you please help me on the above?

Thank

you!

Re: calculate daily target achievements

Anonymous — Fri, 19 Jul 2024 02:16:01 GMT

Hi Elyblog2009 ,

Frankly, I probably understand what you're trying to do, but I'm a bit elusive about your data. So I created my own samples that might be similar to your question to show:

TOTAL = CALCULATE(SUM('Date'[Value]),FILTER('Date',YEAR([Date])=YEAR(EARLIER([Date]))&&[Date]<=EARLIER([Date]))) Target % = DIVIDE([TOTAL],[Target])

An attachment for your reference. Hope it helps!

Best regards,
Community Support Team_ Scott Chang

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

Re: calculate daily target achievements

Elyblog2009 — Fri, 19 Jul 2024 11:25:16 GMT

Hello,

Thank you for the example, but I think in my case is a little more complicated bcs First I need to have totals of revenue based on family products as below shown. I have created them on a visual by relationship and at this point I need that based on these values to match the target family target that is in another table or relate them somehow with a formula . That is what I am not figuring out so far.

BSE	Month	Day	Year	Family	Sum of Monthly Fee
anela	July	1	2024	Mobility	68625
elma	July	5	2024	Mobility	5000
elma	July	17	2024	Fixed Connectivity	2500
elma	July	17	2024	Mobility	15150
ornel	July	2	2024	Mobility	46668
ornel	July	17	2024	Fixed Connectivity	10000
xhuljana	July	12	2024	Mobility	163250
xhuljana	July	17	2024	Beyond Connectivity	105480
xhuljana	July	17	2024	Fixed Connectivity	13749
xhuljana	July	17	2024	Mobility	10000
xhuljana	July	18	2024	Mobility	6250

And in this table I need to add the achievement vs target that exist in the table below:

Tell me if