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Hi,
I'm new to Excel Power Pivot & DAX and need help with following:
I've one lookup table with targets by each client for % of batches processed and average days taken to process a batch
Table 1: Target Lookup
Client Name | Frequency to measure target | Target % batches processed | Target Average days |
Client 1 | Monthly | 95% | 3 |
Client 2 | Monthly | 98% | |
Client 3 | Monthly | 2 | |
Client 4 | Quarterly | 95% | |
Client 5 | Quarterly | 3 |
This lookup table is connected to main data table by unique client name and main data table is connected to calendar lookup table using unique dates. I've already created measures for % Batches processed and Average days
I need to create a pivot table to compare Monthly or Quarterly Target vs Actual for individual clients. I need help to write a measure to get target based on client's name (selected or filtered in pivot table).
Power Pivot table Output required (for one client at a time):
Client Name | Month | Target % Batches processed | Actual % Batches processed | Target Average days | Actual Average days |
Client 1 | Jan | 95% | 92% | 3 | 3.5 |
Client 1 | Feb | 95% | 97% | 2 | 2.5 |
Client 2 | Jan | 98% | 94% | 3 | |
Client 2 | Feb | 98% | 96% | 2.4 | |
Client 3 | Jan | 95% | 2 | 2.5 | |
Client 3 | Feb | 96% | 2 | 2.1 |
Any help is highly appreciated.
Thank you!
Solved! Go to Solution.
@racs Assuming that you are using the Client Name column from Table 1 in your matrix visual/pivot table, that should be simply: MAX('Table 1'[Target %])
If that is not where the Client Name column comes from then it would be something like:
MAXX(FILTER('Table 1', [Client Name] = MAX('Some other table'[Client Name]),[Target %])
@Greg_Deckler Thanks a lot. The first solution worked fine. Earlier I was using MAX function, but using client name from other table to filter data in pivot, so it was not actually picking up target by client and only taking the overall max column value from Table 1!
Have a good day!
@racs Assuming that you are using the Client Name column from Table 1 in your matrix visual/pivot table, that should be simply: MAX('Table 1'[Target %])
If that is not where the Client Name column comes from then it would be something like:
MAXX(FILTER('Table 1', [Client Name] = MAX('Some other table'[Client Name]),[Target %])
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