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barryjarvis
New Member

Adding 'annual target' to existing table

Hi all,

 

I have a table with the following 4 columns:

 

Product - Price - Qty - Sell Date

 

I currently have a Stacked Area Chart that shows me the value of sales for each product by year.

I'm relying on the in-built 'grouping' (not sure if that's the right term) to consolidate the date and value information in to annual figures.

 

 

I would now like a bar chart that simply shows me total annual sales against target.

 

I don't currently have a field for the 'annual target' so i would need to create this... but what's the best way to add this in? Should i be creating a new table with 'Year' and 'Target' columns ? If i do this, how do i get the 'Year' to mate up with the 'Sell Date' from my original table?

1 ACCEPTED SOLUTION
v-lili6-msft
Community Support
Community Support

hi, @barryjarvis

what is 'annual target'? is it a fact table?

If this is what you want to look for?

Step1:

Add a year column for Sell Date

year = YEAR('Table'[Sell Date])

3.JPG

Step2:

add a new table with 'Year' and "target"

1.JPG

Step3:

Create a relationship between the data table and annual target table by year column.

2.JPG

 

Then you had got the 'Year' to mate up with the 'Sell Date' from my original table.

 

Best Regards,

Lin

 

 

 

 

 

Community Support Team _ Lin
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-lili6-msft
Community Support
Community Support

hi, @barryjarvis

what is 'annual target'? is it a fact table?

If this is what you want to look for?

Step1:

Add a year column for Sell Date

year = YEAR('Table'[Sell Date])

3.JPG

Step2:

add a new table with 'Year' and "target"

1.JPG

Step3:

Create a relationship between the data table and annual target table by year column.

2.JPG

 

Then you had got the 'Year' to mate up with the 'Sell Date' from my original table.

 

Best Regards,

Lin

 

 

 

 

 

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

Sample data would help. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

 

Couple other questions, are your target sales by Product or no? Can you show an example of what you would like to end up with?



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