Forum Discussion
Rai_BI
Helper IV
2 years agoAutomatically redistribute the target per customer
In Power BI I have a table with customer portfolios. In this table there are the fields Customer Code, Customer Name, Wallet Code, Wallet Name. I also have the table with the sales record and in t...
- 2 years ago
I've created a simplified model based on your description with the following measures that you should be able to modify to get the result you're looking for.
Sales Measure:$ Sales = SUM(Sales[SaleAmount])
Portfolio Target Measure:$ Portfolio Target = CALCULATE( SUM(Goals[Target]), FILTER( Customers, COUNTROWS(VALUES(Customers[CustomerCode])) > 0 ) )Customer Target Measure:
$ Customer Target = VAR _CustomerSales = Sales[$ Sales] VAR _TotalSales = CALCULATE( Sales[$ Sales], ALL(Customers), VALUES(Portfolio[PortfolioID]) ) VAR _PercentToTotal = DIVIDE(_CustomerSales, _TotalSales) VAR _PortfolioTarget = Goals[$ Portfolio Target] VAR _CustomerTarget = _PercentToTotal * _PortfolioTarget RETURN _CustomerTarget
Result:Consider providing a dataset to work with on future requests; this will make it much easier to answer your questions.
If this solves your problem, please mark this answer as the solution.