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LX's avatar
LX
Frequent Visitor
9 years ago
Solved

Create a measure between fields from a raw data table and a calculated table

Hi, I am trying to create a measure between my table 2 (raw data) and pivot table 1 (calculated from raw data table 1) in Power BI. Ideally I want get a measure = monthly sales - monthly quota. In this case, since my raw data table 1 (column A) is organized at daily level, I need to aggregate it to monthly level so that I can compare monthly sales with monthly quota (organized at monthly level directly). 

 

Could anyone advise what steps I should follow to achieve this in Power BI?

 

Many thanks!

 

LX

 

 

 

  • Hi LX,

     

    First, we need a Date table to bring sales and quota together. Establish relationship later.

    Calendar =
    CALENDAR ( DATE ( 2016, 1, 1 ), DATE ( 2017, 12, 31 ) )

    Second, we create a measure.

    Measure =
    SUM ( Sales[Sales] ) - SUM ( Quota[Quota] )

    Third, create a visual (table). (pay attention to where the fields in the visual come from)

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Best Regards!

    Dale

3 Replies

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Microsoft Employee

    Hi LX,

     

    First, we need a Date table to bring sales and quota together. Establish relationship later.

    Calendar =
    CALENDAR ( DATE ( 2016, 1, 1 ), DATE ( 2017, 12, 31 ) )

    Second, we create a measure.

    Measure =
    SUM ( Sales[Sales] ) - SUM ( Quota[Quota] )

    Third, create a visual (table). (pay attention to where the fields in the visual come from)

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Best Regards!

    Dale

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Microsoft Employee

    Hi LX,

     

    Could you please tell me if your problem was resolved? Please mark the proper answer if it worked. That will be a help to the others.

    Best Regards!
    Dale