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Anonymous
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4 years ago

Creating Quota in PowerBI

Hi All, 


I have been working on Scorecard report. There are two tables in my report -

  • Dates - I created using DAX function (2018-2028)
  • Opportunity - Connected to database (thousands of rows)

 

Opportunity table connected to Dates with Close_date. And I have a filter on months from 2022-01 to 2022-06. This report should show only 6 months data. I have created multiple reports in the same workbook to show Pipeline, Closed Deals, Top 10 deals and so on. 

In opportunity table, we have 'Region' column and we have Target set for each region for this half. I have been trying to connect my target data with Dates table or Opportunity table; Its showing correct values when I don't use any filter on Region. 

But my objective is -

  • Let's say we have $60K target as total for this half for regions
    • E.g. -
    • Canada - $2K
    • Europe -  $6k
    • etc etc. 
    • All the regions combined total is $60K
  • It should show $10K for each month (Splitting $60K for this half)
  • And I also want to use region in filter. So it should show only that region's target. if I filter on Europe then it should show $1K for each month for each bar. 

 

I have provided the sample workbook where it has Date and opoortunity table with required columns. Can anyone help me how do I create target for this case?

 

Here is the link to the powerBi sample workbook - https://drive.google.com/file/d/1Ddm96lokiGqdX2Tj9wTAyWHslEKcSw5Y/view?usp=sharing

 

I would really appreciate if anyone can help. I am really new to powerbi and still trying to learn.

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