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nesselman
Helper I
Helper I

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:

nesselman_0-1612275747261.png

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.

 

1 ACCEPTED SOLUTION
ErikHamoen
Resolver I
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! 

View solution in original post

2 REPLIES 2
ErikHamoen
Resolver I
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! 

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.

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