Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
JR_Lee
Frequent Visitor

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.

 

JR_Lee_0-1638458443273.png

 

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.])
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@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]) )

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@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]) )

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.