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

Level up your Power BI skills this month - build one visual each week and tell better stories with data! Get started

Reply
Brotedo
Helper I
Helper I

Prorated Monthly Target from Lump Yearly Target

I have a yearly target that I distribute into a monthly cumulative target. I'm using a matrix that resets once a year, and just uses Jan-Dec as columns. Currently looks like this

Brotedo_0-1662556570277.png

The code is this: 

MonthlySalesTargetEven = (sum(Salesjoin[Forecast2022])/12)* max(MonthIndexOrder[Index])

The Forecast2022 table just assigns lump yearly numbers to associates. This is MonthIndexOrder:

Brotedo_1-1662556818890.png

 

However, this code currently assigns all of the current month target (as of right now, September) as soon as there is data for the month, but obviously the actuals are coming in daily, so there's a huge gap until the end of the month.

How do I get the monthly targets to distribute as above, with the current month's value prorated based on what day of of the month it is? 

 

1 REPLY 1
daXtreme
Solution Sage
Solution Sage

Create a table with a day-granularity instead of month and distribute the values across days. If you then mark your days with a column that tells you which day is in the past (+present) and which is in the future, you'll be able to slice by this "timeslice" and you'll get what you want for the very latest month.

Helpful resources

Announcements
April Power BI Update Carousel

Power BI Monthly Update - April 2026

Check out the April 2026 Power BI update to learn about new features.

Fabric SQL PBI Data Days

Data Days 2026 coming soon!

Sign up to receive a private message when registration opens and key events begin.

New to Fabric survey Carousel

New to Fabric Survey

If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.