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Elofy's avatar
Elofy
Regular Visitor
4 years ago
Solved

Static KPI Target Goal

I need to know how much Income I need to reach Break Even Point. I know the Break Even Point date will be June, and the Target Goal is based on the sum of the row of those monthly expenses from January to June. I need the Target Goal to keep showing the result of that sum  even when I filter the months. 

 

Ex.

Total expenses from Jan to Jun is $100.

Jan income is $5 (95% to Goal)

Fev income is $10 (85% to Goal)

Mar income is $5 (80% to Goal)

 

The way I'm trying to do, the Target Goal changes with the month filter:

 

Indicator:

Fin. Receita Acumulada = CALCULATE(
[Fin. Receita Total],FILTER(ALL('Calendário'),'Calendário'[Date]<=MAX('Calendário'[Date]))
)
 
*[Fin. Receita Total] is a row with monthly Income.
 
Target Goal:
Fin. Despesa Break Even = CALCULATE(
SUM(Overview[Fin. Break Even]),
DATESBETWEEN('Calendário'[Date],"1/1/2022","1/6/2022")
)
 
*[Fin. Break Even] is the row with monthly expenses.

 

  • Whitewater100's avatar
    Whitewater100
    4 years ago

    Hello:

    Can you try:

    Fin. Despesa Break Even = CALCULATE(
    SUM(Overview[Fin. Break Even]),
    DATESBETWEEN('Calendário'[Date], DATE(2022, 1, 1), DATE(2022, 6, 1))
    )
     
    I hope this answers to your satisfaction. Please mark as solution if ok with you. Thanks

4 Replies

  • Whitewater100's avatar
    Whitewater100
    Solution Sage
    4 years ago

    Hello:

    Can you try:

    Fin. Despesa Break Even = CALCULATE(
    SUM(Overview[Fin. Break Even]),
    DATESBETWEEN('Calendário'[Date], DATE(2022, 1, 1), DATE(2022, 6, 1))
    )
     
    I hope this answers to your satisfaction. Please mark as solution if ok with you. Thanks
    • Elofy's avatar
      Elofy
      Regular Visitor
      4 years ago

      I was using this format at first and changed to the one I posted, but I noticed it changes nothing.

       

      Thanks anyway.

      • Whitewater100's avatar
        Whitewater100
        Solution Sage
        4 years ago

        Hi:

        Can you doublecheck? It seems to work fine. Here is an example with calculation laid out to match your scenario, just with different dates.

         

        Do you have your Date Table marked as date table and is it continuos? It would need to have a relationship to your Overview table.

         

        The reply for using DATESBETWEEN should work?

         

        Can you share an image of your model and any example data for the two tables in question?

         

        Thanks!