Quaterly target change - lookup value based on the date defines the quarter

[PowerZs]

Dear PBI Community, I would like to have your support and ideas for the following topic. We got a quaterly changing target to our employees and that is against we would like to measure their performance. I would like to have the right target (defined for the quesrter) based on the date we are measuring against as an additonal column. Thanks

[v-yangliu-msft · Accepted solution]

Hi  @PowerZs ,

Here are the steps you can follow：

1. Create calculated column.

Delivery stop target =
SWITCH(
   TRUE(),
    "Q"&""&QUARTER('Table'[report_date])="Q3"&&'Table'[Loop_code]="B26",55,
    "Q"&""&QUARTER('Table'[report_date])="Q4"&&'Table'[Loop_code]="B26",60)

2. Result:

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[johnt75]

If you have a Quarter column on your date table, and your date table is in a one-to-many relationship with the report table, then you could add a new column like

Target =
var currentLoopCode = 'Table'[Loop code]
return LOOKUPVALUE('Target'[Target number], 'Target'[Quarter], RELATED('Date'[Quarter]), 'Target'[Loop code], currentLoopCode)

[PowerZs]

Thanks for your support. Will check and come back if that resolves the issue.