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Anonymous
Not applicable

Adjust targets when slicing/filtering

Hello,

 

I have a orders table, with info about that order. I also have a Target table, which gives detailed information about the targets.

Now I want to create a visual with order period on X-axis, and count of orders and target on the Y-axis 

 

Order table

Order nr

Year

SalesGroup

Channel

1

Jan 2019

Direct Sales

B2B

2

Feb 2020

Indirect Sales

B2C

3

Jan 2019

Indirect Sales

B2C

4

Jan 2019

Direct Sales

B2B

5

Feb 2020

Direct Sales

B2C

6

Jan 2019

Direct Sales

B2B

7

Feb 2019

Indirect Sales

B2C

8

Jan 2019

Indirect Sales

B2B

9

Jan 2020

Indirect Sales

B2C

10

Jan 2020

Direct Sales

B2B

11

Jan 2020

Indirect Sales

B2C

12

Feb 2019

Indirect Sales

B2C

13

Feb 2019

Indirect Sales

B2C

14

Feb 2020

Indirect Sales

B2C

15

Jan 2019

Direct Sales

B2B

16

Feb 2019

Indirect Sales

B2C

17

Feb 2020

Indirect Sales

B2B

 

Target:

Important is that Target B2B + Target B2C add up to Target total. We also want to see a total of Sales Group

SalesGroup

Date

Target (total)

Target B2B

Target B2C

Direct Sales

Jan 2019

                         4

                            3

                                  1

Direct Sales

Feb 2019

                         6

                            2

                                  4

Indirect Sales

Jan 2019

                         8

                            3

                                  5

Indirect Sales

Feb 2019

                         5

                            2

                                  3

Direct Sales

Jan 2020

                         5

                            5

                                 -  

Direct Sales

Feb 2020

                         6

                            4

                                  2

Indirect Sales

Jan 2020

                      10

                            6

                                  4

Indirect Sales

Feb 2020

                      12

                            3

                                  9

 

 

Desired output:

A visual which gives me the right amount of orders and target, even if I slice or filter.

So, with no filters I want to see total orders en total target:

jan 19: 6 orders, target 12

feb 19: 4 orders, target 11

jan 20: 3 orders, target 15

feb 20: 4 orders, target 18

 

When I filter on Indirect sales:

jan 19: 2 orders, target 8

feb 19: 4 orders, target 5

jan 20: 2 orders, target 10

feb 20: 3 orders, target 12

 

When I filter on Indirect sales and B2C:

jan 19: 1 orders, target 5

feb 19: 4 orders, target 3

jan 20: 2 orders, target 4

feb 20: 2 orders, target 9

1 ACCEPTED SOLUTION

@Anonymous , I corrected the data model. File is attcahed post signature

 

Also refer,https://docs.microsoft.com/en-us/power-bi/guidance/

Appreciate your Kudos.

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View solution in original post

5 REPLIES 5
v-yuta-msft
Community Support
Community Support

@Anonymous ,

 

Desired output:

A visual which gives me the right amount of orders and target, even if I slice or filter.

So, with no filters I want to see total orders en total target:

jan 19: 6 orders, target 12

feb 19: 4 orders, target 11

jan 20: 3 orders, target 15

feb 20: 4 orders, target 18

 

When I filter on Indirect sales:

jan 19: 2 orders, target 8

feb 19: 4 orders, target 5

jan 20: 2 orders, target 10

feb 20: 3 orders, target 12

 

When I filter on Indirect sales and B2C:

jan 19: 1 orders, target 5

feb 19: 4 orders, target 3

jan 20: 2 orders, target 4

feb 20: 2 orders, target 9


Could you clarify more details and the calculation logic of the result?

 

Regards,

Jimmy Tao

amitchandak
Super User
Super User

This you should able to do in Matrix visual.

Can you share sample data and sample output. Mark me @

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Anonymous
Not applicable

Hi @amitchandak and other users 🙂

 

Here is the data set

https://1drv.ms/u/s!AvC8sXOgGhuRqXFNeFSjOVdsC7C2?e=yETtbX

@Anonymous , I corrected the data model. File is attcahed post signature

 

Also refer,https://docs.microsoft.com/en-us/power-bi/guidance/

Appreciate your Kudos.

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

@Anonymous Does the above reply helps. if you need more help make me @

Appreciate your Kudos.

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
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