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LX
Frequent Visitor

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?

 

Capture.PNG

Many thanks!

 

LX

 

 

 

1 ACCEPTED SOLUTION
v-jiascu-msft
Microsoft Employee
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)Create a measure between fields from a raw data table and a calculated table2.jpgCreate a measure between fields from a raw data table and a calculated table1 .jpg

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Best Regards!

Dale

Community Support Team _ Dale
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

3 REPLIES 3
v-jiascu-msft
Microsoft Employee
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

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

Hi @v-jiascu-msft

 

Thank you! It worked and helped a lot!

 

LX

v-jiascu-msft
Microsoft Employee
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)Create a measure between fields from a raw data table and a calculated table2.jpgCreate a measure between fields from a raw data table and a calculated table1 .jpg

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Best Regards!

Dale

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

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