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MontsePuig
Frequent Visitor

Add new column or new table? problem with date column

Hi everyone! Smiley Happy

I need to add a new data in my Dashboard, the sales targets by category (office and Horeca goals), I want to compare the orders vs Goals for Month and MTD. I have tried two options without success.

1.- New Column. I have tried adding a new column in the same table with the condition option "if the month of the year is 1 then it corresponds to X". The result is the sum of all rows (several) of the month, this is false.m Smiley Sad
2.- New Table: I have uploaded the following table, the problem appears in the relationships.

Goals can be calculated by day or by month. The problem I don't understand is that in the "data orders" I have different rows with the same day. Smiley Sad


Can anybody help me?

Thank you very much.

 

issu-PB.png

1 ACCEPTED SOLUTION
v-yuezhe-msft
Employee
Employee

@MontsePuig,

Create a date table following the instructions in this blog, then create the following columns in your original table.

Column = CALCULATE(SUM(Table[Orders]),ALLEXCEPT(Table,Table[HOvsOF]))
MTD = TOTALMTD(SUM(Table[Orders]),'Date'[Date],ALLEXCEPT(Table,Table[HOvsOF]))
1.JPG

If the above steps don't help, please share sample data of your original table that can be copied and pasted, also post expected result in table format.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-yuezhe-msft
Employee
Employee

@MontsePuig,

Create a date table following the instructions in this blog, then create the following columns in your original table.

Column = CALCULATE(SUM(Table[Orders]),ALLEXCEPT(Table,Table[HOvsOF]))
MTD = TOTALMTD(SUM(Table[Orders]),'Date'[Date],ALLEXCEPT(Table,Table[HOvsOF]))
1.JPG

If the above steps don't help, please share sample data of your original table that can be copied and pasted, also post expected result in table format.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Lydia,

Thank you very much. Smiley Happy

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