Convert Monthly Target to Daily Target with a twist...

[MrFahrenheit]

I have a montly target of 1,000 hours and would like to break that down to a daily target that only increases on weekdays (Mon to Friday). 

What I've been able to do by myself is break down the 1000 hours into a daily target (1000 hours / # of weekdays in the month) * Current day of the month. Unfortunately, this results in the daily target being too high. The other option I tried was (1000 hours / # of days in the current month) * day of the current month. This resulted in a target which is too low. I'm trying to find a happy "medium" by forcing the sum to rise only on weekdays. 

[AlexisOlson · Accepted solution]

What you want is 1000 hrs * ( # weekdays so far this month ) / ( # weekdays in the month ).

This is easier to calculate if you have an IsWeekday column on your date dimension table. For example,

IsWeekday = IF ( WEEKDAY ( Dim_Date[Date] ) IN { 2, 3, 4, 5, 6 }, 1, 0 )

You'll also want a column that groups the dates into months. For example,

MonthEnd = EOMONTH ( Dim_Date[Date], 0 )

Then your target might look like this (if it were a calculated column):

Target =
VAR CurrDate = Dim_Date[Date]
VAR CurrMonth = Dim_Date[MonthEnd]
VAR SubTable = FILTER ( Dim_Date, Dim_Date[MonthEnd] = CurrMonth )
RETURN
    1000
        * DIVIDE (
            SUMX ( FILTER ( SubTable, Dim_Date[Date] <= CurrDate ), Dim_Date[IsWeekday] ),
            SUMX ( SubTable, Dim_Date[IsWeekday] )
        )

[MrFahrenheit · Accepted solution]

I am the OP and I didn't mark the post suggested as the solution, as the solution. I did get some inspiration from the post but didn't really use it. 

Here is what worked for me - I use the date table from "Enterprise DNA" which you can read about here:

Extended Date Table Power Query M Function - Enterprise DNA

If you use the same date table, you can follow most of my formula below exactly.

Here is the measure that converts a montly target to a daily target, that only goes up on work days of the month. Note that "Monthly Hours Target'[Target Month]" is the column in the "target" table which has the target month in it (Jan, Feb, etc..). "Monthly Hours Target'[Target Hours]" is the column in the target table which has the hours in it.

I just drop this measure onto a bar chart, along with the "Target" and, each work day, the daily target will rise according to the workday of the month. 

Daily Target =

VAR MonthlyTarget =

CALCULATE(SUM('Monthly Hours Target'[Target Hours]),

FILTER(ALL('Monthly Hours Target'[Target Month]),

'Monthly Hours Target'[Target Month] = DATE(YEAR(TODAY()), MONTH(TODAY()), 30)))

VAR CountWorkingDays =

CALCULATE (

    COUNTROWS ( 'Date Table' ),

    FILTER (

        'Date Table',

        'Date Table'[Date] < DATE(Year(TODAY()), MONTH(TODAY()), DAY(TODAY()))

            && 'Date Table'[Month] = MONTH ( TODAY () )

            && 'Date Table'[Day of Week Number] <= 5

    )

)

VAR WeekdaysInMonth =

CALCULATE(DISTINCTCOUNT('Date Table'[Date]), 'Date Table'[Month] = MONTH(TODAY()), 'Date Table'[Year] = YEAR(TODAY()), 'Date Table'[IsWeekDay] = true)

Return

MonthlyTarget * (CountWorkingDays / WeekdaysInMonth)

[AlexisOlson · Accepted solution]

What you want is 1000 hrs * ( # weekdays so far this month ) / ( # weekdays in the month ).

This is easier to calculate if you have an IsWeekday column on your date dimension table. For example,

IsWeekday = IF ( WEEKDAY ( Dim_Date[Date] ) IN { 2, 3, 4, 5, 6 }, 1, 0 )

You'll also want a column that groups the dates into months. For example,

MonthEnd = EOMONTH ( Dim_Date[Date], 0 )

Then your target might look like this (if it were a calculated column):

Target =
VAR CurrDate = Dim_Date[Date]
VAR CurrMonth = Dim_Date[MonthEnd]
VAR SubTable = FILTER ( Dim_Date, Dim_Date[MonthEnd] = CurrMonth )
RETURN
    1000
        * DIVIDE (
            SUMX ( FILTER ( SubTable, Dim_Date[Date] <= CurrDate ), Dim_Date[IsWeekday] ),
            SUMX ( SubTable, Dim_Date[IsWeekday] )
        )