Forum Discussion
Helper IAdd target bar to clustered column chart
Super Userhankmobley , if you can get a year start date or year end date added to source then you can use that with date table
refer
Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-Convert-to/ba-p/1476400
Helper IHi amitchandak ,
Thanks for your reply. I followed the steps on your linked post but I'm still having issues and I think it's because I'm using a different FY date period?
For reference, my model already has a dates table with dates that go from 01/10/2018 to 30/09/2022, it also has a FY Start Month Number of 10, ,making my financial year start on 01/10 every year. So in my case, the profit figures for FY19 go from 01/10/2018 to 30/09/2019, and so on for each FY. There is also a Financial Year column in my dates table classifying each transaction by FY (eg. "FY22")
Here is my data from the Target table. I amended the start/end dates as you suggested but it still doesn't look right. For example, Year 2019 starts on 01/10/2019 and ends on 30/09/2019:
Here are the results I get at the end, which look very different to the expected results:
Also, I was a bit confused on your instructions to add a Date Table, as the 2 formulas below are slightly different, one with MonthYear and one without. Which one do I use?
This is the formula I'm currently using:
Thanks again for your help, look forward to your reply.
H