Forum Discussion

JR_Lee's avatar
JR_Lee
Frequent Visitor
4 years ago
Solved

Calculate YTD target

I'm trying to calculate each salespersons target for Nov 2020 - Oct 2021, from which I want to be able to compare their sales v target.
I have been provided the below table with their monthly targets.

 

 

I've tried this DAX to create a calculated column to try and calculate their total, filtering by their unique ASM number. But don't really understand it.

Target 1 YTD = TOTALYTD(SUM('ASM Target'[Target]), 'Date'[Date],'ASM Target'[ASM No.])
  • amitchandak's avatar
    amitchandak
    4 years ago

    JR_Lee , do want to calculate Average , otherwise 'ASM Target'[ASM No.] is not going to add any value to sum 

     

     

    Target 1 YTD = TOTALYTD(AverageX(values('ASM Target'[ASM No.]) , calculate(sum('ASM Target'[Target])) , 'Date'[Date]) )

1 Reply

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    4 years ago

    JR_Lee , do want to calculate Average , otherwise 'ASM Target'[ASM No.] is not going to add any value to sum 

     

     

    Target 1 YTD = TOTALYTD(AverageX(values('ASM Target'[ASM No.]) , calculate(sum('ASM Target'[Target])) , 'Date'[Date]) )