Current performance vs Monthly target

[romovaro]

HI all

I want to compare current performance versus monthly target. I created some tables but I have issues (,maybe relationships...or better way to do it?)

I have information regarding monthly projects, role and targets. The idea is to see and compare current performance vs monthly target.

I have the table below showing Manager, Role, employee during FY23 (Combining 2 tables. Active Resource List and Weekly Slippage Report). Table is shwoing current projects (CUIDs) per month.

For every month (Fiscal year) we have a "Monthly target". I created a manual table with dates, Role and target

Connection are:

Now I want to create a table showing "Current projects" (like the first table) and add 2 extra columns. Target and "Diff between target and current CUIDS (projects) but when combining both tables in the graph is now working.

for Diff between target and current CUID :

Diff = SUM('Weekly Slippage'[CUID])-SUM(Targets[Target])

Thanks

[Anonymous]

Hi @romovaro ,

For the information you provided, the problem is most likely the direction of the relationships or the cardinality of the relationships.

Create and manage relationships in Power BI Desktop - Power BI | Microsoft Docs

Have you tried connecting the tables through the calendar table?

Best Regards,

Stephen Tao

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

[romovaro]

HI Stephen

I will check the link. I have tried the calendar table too.

Any other idea on how to add the monthly targets?

thanks