topic Static KPI Target Goal in DAX Commands and Tips

Static KPI Target Goal

Elofy — Wed, 27 Apr 2022 16:42:16 GMT

I need to know how much Income I need to reach Break Even Point. I know the Break Even Point date will be June, and the Target Goal is based on the sum of the row of those monthly expenses from January to June. I need the Target Goal to keep showing the result of that sum even when I filter the months.

Ex.

Total expenses from Jan to Jun is $100.

Jan income is $5 (95% to Goal)

Fev income is $10 (85% to Goal)

Mar income is $5 (80% to Goal)

The way I'm trying to do, the Target Goal changes with the month filter:

Indicator:

Fin. Receita Acumulada = CALCULATE(
[Fin. Receita Total],FILTER(ALL('Calendário'),'Calendário'[Date]<=MAX('Calendário'[Date]))
)

*[Fin. Receita Total] is a row with monthly Income.

Target Goal:

Fin. Despesa Break Even = CALCULATE(

SUM(Overview[Fin. Break Even]),

DATESBETWEEN('Calendário'[Date],"1/1/2022","1/6/2022")

)

*[Fin. Break Even] is the row with monthly expenses.

Re: Static KPI Target Goal

Whitewater100 — Wed, 27 Apr 2022 17:58:48 GMT

Hello:

Can you try:

Fin. Despesa Break Even = CALCULATE(

SUM(Overview[Fin. Break Even]),

DATESBETWEEN('Calendário'[Date], DATE(2022, 1, 1), DATE(2022, 6, 1))

)

I hope this answers to your satisfaction. Please mark as solution if ok with you. Thanks

Re: Static KPI Target Goal

Elofy — Wed, 27 Apr 2022 18:15:05 GMT

I was using this format at first and changed to the one I posted, but I noticed it changes nothing.

Thanks anyway.

Re: Static KPI Target Goal

Whitewater100 — Wed, 27 Apr 2022 18:26:58 GMT

Hi:

Can you doublecheck? It seems to work fine. Here is an example with calculation laid out to match your scenario, just with different dates.

Do you have your Date Table marked as date table and is it continuos? It would need to have a relationship to your Overview table.

The reply for using DATESBETWEEN should work?

Can you share an image of your model and any example data for the two tables in question?

Thanks!

Re: Static KPI Target Goal

Elofy — Wed, 27 Apr 2022 20:08:00 GMT

While creating a new project with fictional values to show you the problem, I figured out I was using the wrong "Date" column in the Trend Axis.

Thank you very much!