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ianallen13D's avatar
ianallen13D
Frequent Visitor
2 years ago
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Fixed line chart to track yearly progress

Hello, 

 

This will probably be pretty easy for most of you, but I'm trying to figure out how to do this in PBI Desktop and my brain just can't at the moment.  I am tracking the number of referrals that we need to hit goal by end of year with is 6/30/2025 and that goal is 800.  So doing the math and starting at 7/1/24 - 6/30/25, we need 2.19 per day and should already have by 9/3/24 143 (rounded up) to be at goal.  We are at 11 and I want to show in a fixed line graph the progress each day or week and have it either under 0 or over 0 so that it's in green or in red.  Basically that we are either on course to trend to goal or way, way off, but just can't think logistically of how to start this?  Any tips / ideas?  

I've already got the Daily goal metric, the total days between 7/1/24 - today, but going beyond this I'm just a little stuck.

Something kind of like this, but just a basic line graph from 7/1/24 - 6/30/25 with a line at 0 that shows we are either over or under.

 

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  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi ianallen13D ,

    Based on the description, try to create the new column to calculate goal.

    Cumulative Goal = 
VAR StartDate = DATE(2024, 7, 1)
VAR DailyGoal = 2.19
VAR CurrentDate = 'Table'[Date]
RETURN 
    (CurrentDate - StartDate + 1) * DailyGoal
    Cumulative Referrals = 
CALCULATE(
    SUM('Table'[Actual]),
    FILTER(
        'Table',
        'Table'[Date] <= EARLIER('Table'[Date])
    )
)
    Difference from Goal = 'Table'[Cumulative Referrals] - 'Table'[Cumulative Goal]

    Drag the column into the line chart.

    Best Regards,

    Wisdom Wu

    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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