Actual vs Target

Hi,

I recommend creating a calendar table either in Power Query or Power BI using DAX. Once you have your calendar table ( a Year column/ a Month column/ a date column) , link it to your order table for both actual and target data.

After setting up the calendar table, you can create a yearly slicer to display your actual and target data by year.

Hope this helps!

First create a date table and mark it as a date table. There's plenty of articles and videos on that if you're unsure how to.

Link the 'Date'[Date] to your orders table in a one-to-many relationship. Link 'Date'[Year] to your target table in a many-to-many relationship with a single direction so that 'Date' filters targets.

You can then use the 'Date'[Year] column as a slicer or filter to only show data for the chosen year.

You would need to create 3 measures like

Num Orders = COUNTROWS( 'Orders' )

Target Value = SUM( 'Targets'[Target] )

Performance against target = DIVIDE( [Num Orders], [Target Value] )

Thanks for the hint. Any idea how to proceed if I have multiple KPIs and Targets,
Example: Orders & Returns

Hi,johnt75 and tomorrowyw .thanks for your concern about this issue.

Your answers are excellent!
And I would like to share some additional solutions below.
Hello,karthik_donthi.I am glad to help you.
johnt75 and tomorrowyw's suggestion is very good, creating a calendar table and creating joins will do what you need: calculate the number of Orders for each year.

Here is my test data.
01.01.2023 as date type
If you have real data, the Date column is not a date type, but a text type, it doesn't affect the final result.
You just need to use the left/right function with the find function to get the valid data of the date, and then use the date function to recreate the corresponding date column (using the dax code).
Using Power Query for string splicing, you can achieve the same effect: create a new date column.

1. Data conversion, the date column of the data in the ‘.’ Replace ‘.’ with ‘/’ in the data in the date column, and then convert it to date type in Power Query, and if there is an error, you can also do the type conversion in Power BI.

Convert type to date

Create a calendar table and add a column YearNum

Create measure:

M_YearOrderNum =
CALCULATE (
    COUNT ( 'YearsOrder'[OrderID] ),
    FILTER (
        ALL ( 'YearsOrder' ),
        RELATED ( CalendarTable[YearNumber] ) = MAX ( 'CalendarTable'[YearNumber] )
    )
)

I've shared the pbix file for the test, I hope it helps!

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Carson Jian,
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