Hello everyone,
I am trying to to make a dynamic target visual based on dates. We have set some client targets per month, so every month we should have a certain amount of total clients. So the visual should jump to the next target after every month.
I have a measure for active clients:
Total active Clients =
var __svym = TODAY()
return
CALCULATE(COUNT('Clients'[Client Code]),
FILTER('Clients', __svym>='Clients'[Start Agreement] && __svym <= 'Clients'[End Agreement])
And I have a table with the targets and dates:
Month & Year | Target Clients |
31 January 2020 | 1170 |
29 February 2020 | 1195 |
31 March 2020 | 1220 |
30 April 2020 | 1245 |
31 May 2020 | 1270 |
30 June 2020 | 1295 |
31 July 2020 | 1320 |
31 August 2020 | 1345 |
30 September 2020 | 1370 |
31 October 2020 | 1395 |
30 November 2020 | 1420 |
31 December 2020 | 1450 |
I have set the column Month & Year as data type 'Date' and I also have a date table.
What measure or what syntaxis should I try to make this dynamic target visual possible?
Please let me know your ideas,
Kind regards Rick
I think what you are showing is already doing what you need. For the "current" month it shows the active contracts. Or did you want to show it for all past and future months as well?
@lbendlinWhen I apply the the target to a KPI it automatically sums the targets together, and don't summarize isn't even an option in the visualisation fields section. Even when I set the column to 'Don't summarize' in the properties section it still sums up the targets. Another issue is that the active clients don't add up to the running total. But that is an other story 😣
You may want to try other visuals. multi-cards, or even simple tables. KPI is not good for that purpose.
Also note the exclamation point - it is there for a reason.