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I have two tables - one contains an agent's weekly production goals & the other table contains the records of the agents actual production. I want to create a matrix visual showing each agent's % of goal each week (production count / goal). I've only been using Power BI a short while & have had no luck trying to find an answer. Is this possible? Below are two example tables and the matrix I'm trying to Any help would be greatly appreciated.
Regards,
Ernie
Table 1 | Table 2 | % of Goal Matrix | ||||||||
Week of | Agent | Production Goal | Production Date | Agent | Product Serial # | Agent | 7/31/2022 | 8/7/2022 | ||
7/31/2022 | John | 5 | 7/31/2022 | John | 12 | John | 60% | 100% | ||
7/31/2022 | Bill | 4 | 7/31/2022 | Bill | 32 | Bill | 125% | 67% | ||
7/31/2022 | Suzy | 3 | 7/31/2022 | Suzy | 11 | Suzy | 100% | 33% | ||
7/31/2022 | Jill | 2 | 8/1/2022 | John | 45 | Jill | 50% | 40% | ||
8/7/2022 | John | 2 | 8/2/2022 | Bill | 87 | |||||
8/7/2022 | Bill | 3 | 8/3/2022 | John | 78 | |||||
8/7/2022 | Suzy | 3 | 8/3/2022 | Jill | 39 | |||||
8/7/2022 | Jill | 5 | 8/3/2022 | Suzy | 64 | |||||
8/3/2022 | Bill | 99 | ||||||||
8/3/2022 | Bill | 22 | ||||||||
8/3/2022 | Suzy | 74 | ||||||||
8/4/2022 | John | 98 | ||||||||
8/4/2022 | Bill | 33 | ||||||||
8/7/2022 | Suzy | 19 | ||||||||
8/7/2022 | Jill | 26 | ||||||||
8/8/2022 | Bill | 93 | ||||||||
8/9/2022 | Bill | 10 | ||||||||
8/10/2022 | John | 13 | ||||||||
8/10/2022 | John | 69 | ||||||||
8/11/2022 | Jill | 73 |
Solved! Go to Solution.
Maybe this is better...
Table 1
Week of | Agent | Production Goal |
7/31/2022 | John | 5 |
7/31/2022 | Bill | 4 |
7/31/2022 | Suzy | 3 |
7/31/2022 | Jill | 2 |
8/7/2022 | John | 2 |
8/7/2022 | Bill | 3 |
8/7/2022 | Suzy | 3 |
8/7/2022 | Jill | 5 |
Table 2
Production Date | Agent | Product Serial # |
7/31/2022 | John | 12 |
7/31/2022 | Bill | 32 |
7/31/2022 | Suzy | 11 |
8/1/2022 | John | 45 |
8/2/2022 | Bill | 87 |
8/3/2022 | John | 78 |
8/3/2022 | Jill | 39 |
8/3/2022 | Suzy | 64 |
8/3/2022 | Bill | 99 |
8/3/2022 | Bill | 22 |
8/3/2022 | Suzy | 74 |
8/4/2022 | John | 98 |
8/4/2022 | Bill | 33 |
8/7/2022 | Suzy | 19 |
8/7/2022 | Jill | 26 |
8/8/2022 | Bill | 93 |
8/9/2022 | Bill | 10 |
8/10/2022 | John | 13 |
8/10/2022 | John | 69 |
8/11/2022 | Jill | 73 |
Desired Matrix
Agent | 7/31/2022 | 8/7/2022 |
John | 60% | 100% |
Bill | 125% | 67% |
Suzy | 100% | 33% |
Jill | 50% | 40% |
dont worry see attached.
you need to model your data differently look at how i have extracted the agent and date.
Proud to be a Super User!
can you separate out the tables properly in text, in 3 separate chunks.
Proud to be a Super User!
Sorry about that. Does this work? Thank you.
Table 1 | ||
Week of | Agent | Production Goal |
7/31/2022 | John | 5 |
7/31/2022 | Bill | 4 |
7/31/2022 | Suzy | 3 |
7/31/2022 | Jill | 2 |
8/7/2022 | John | 2 |
8/7/2022 | Bill | 3 |
8/7/2022 | Suzy | 3 |
8/7/2022 | Jill | 5 |
Table 2 | ||
Production Date | Agent | Product Serial # |
7/31/2022 | John | 12 |
7/31/2022 | Bill | 32 |
7/31/2022 | Suzy | 11 |
8/1/2022 | John | 45 |
8/2/2022 | Bill | 87 |
8/3/2022 | John | 78 |
8/3/2022 | Jill | 39 |
8/3/2022 | Suzy | 64 |
8/3/2022 | Bill | 99 |
8/3/2022 | Bill | 22 |
8/3/2022 | Suzy | 74 |
8/4/2022 | John | 98 |
8/4/2022 | Bill | 33 |
8/7/2022 | Suzy | 19 |
8/7/2022 | Jill | 26 |
8/8/2022 | Bill | 93 |
8/9/2022 | Bill | 10 |
8/10/2022 | John | 13 |
8/10/2022 | John | 69 |
8/11/2022 | Jill | 73 |
% of Goal Matrix (Desired Output) | ||
Agent | 7/31/2022 | 8/7/2022 |
John | 60% | 100% |
Bill | 125% | 67% |
Suzy | 100% | 33% |
Jill | 50% | 40% |
i am a bit confused as to how you working out your % please also supply the rule.
Proud to be a Super User!
Maybe this is better...
Table 1
Week of | Agent | Production Goal |
7/31/2022 | John | 5 |
7/31/2022 | Bill | 4 |
7/31/2022 | Suzy | 3 |
7/31/2022 | Jill | 2 |
8/7/2022 | John | 2 |
8/7/2022 | Bill | 3 |
8/7/2022 | Suzy | 3 |
8/7/2022 | Jill | 5 |
Table 2
Production Date | Agent | Product Serial # |
7/31/2022 | John | 12 |
7/31/2022 | Bill | 32 |
7/31/2022 | Suzy | 11 |
8/1/2022 | John | 45 |
8/2/2022 | Bill | 87 |
8/3/2022 | John | 78 |
8/3/2022 | Jill | 39 |
8/3/2022 | Suzy | 64 |
8/3/2022 | Bill | 99 |
8/3/2022 | Bill | 22 |
8/3/2022 | Suzy | 74 |
8/4/2022 | John | 98 |
8/4/2022 | Bill | 33 |
8/7/2022 | Suzy | 19 |
8/7/2022 | Jill | 26 |
8/8/2022 | Bill | 93 |
8/9/2022 | Bill | 10 |
8/10/2022 | John | 13 |
8/10/2022 | John | 69 |
8/11/2022 | Jill | 73 |
Desired Matrix
Agent | 7/31/2022 | 8/7/2022 |
John | 60% | 100% |
Bill | 125% | 67% |
Suzy | 100% | 33% |
Jill | 50% | 40% |
dont worry see attached.
you need to model your data differently look at how i have extracted the agent and date.
Proud to be a Super User!
That worked perfectly! Thank you so much!
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