Forum Discussion
Getting a Month Goal to repeat for each Week in a Table
We have:
Goals that holds a [Rep]'s Monthly Goal using the first day of the [Month] (e.g. 1/1/2021, 2/1/2021).
SalesPerformance that holds the [Rep]'s Daily [Date] Sales Transactions.
Calendar that has [Date] and a measure for [WeekStartDate]
We are modeled:
Goals[Rep] to SalesPerformance[Rep]
Goals[Month] to Calendar[Date]
SalesPerformance[Date] to Calendar[Date]
Slicers:
[Rep]
[Year]
TABLE:
You can see that week Starting 12/28/20, which includes 1/1/21 shows the Sales Goal
1) How to make it repeat for each week ($90,000 for 1/4, 1/11, 1/18, and 1/25)
2) Ultimately I would like it calculated to be the proportioned weekly amount, which I can do once I get it to repeat:
= month's sales goal / (week's sales days /month's total sales days)
Appreciate a little insight here... thank you, in advance.
Hi!
Alberto Ferrari created a video last week I think will help you:
https://www.youtube.com/watch?v=7i03UBWk85Y
You have to change the filter context with a measure. Good Luck!
2 Replies
- ErikHamoen
Resolver I
Hi!
Alberto Ferrari created a video last week I think will help you:
https://www.youtube.com/watch?v=7i03UBWk85Y
You have to change the filter context with a measure. Good Luck!- nesselman
Helper I
So while you did your work in a Matrix, it was enough for me to understand the granularity. I was comparing MonthDate to a WeekDate, now from your video... determined I should use MON-YR.SalesGoalforPeriod = sumx(values('Calendar'[MON-YR]),calculate(sum(Sales_Goals_Reps[Goal]),allexcept('Calendar','Calendar'[MON-YR])))Thank you Again.