Forum Discussion
How to create a a custom Goal chart
Hi Lydia,
Here is the actual tables where I have done some lookups to append some columns to help.
I have tried to create relationships. Having the Target as a column on Opportunity Products is a fail as I was using average for when target is listed more than once for the same segment and company. The problem with that is once you start rolling up it doesn't roll up. Where I was refering to Model it's actualy Segment.
Idea is to have this which would be Columns as total of Opportunity Products (quantity) by Segment, Account and Date.
Ant the Line would be Target Total from Target by Segment, Account and Date. The Target table contains a record for every Month, Account and Segment. So for the first column where Target is 1 if the filter was for 3 months we would expect a Target of 3 and the Column to be 12 if there was no variances.
Here are my current tables the scrubbed out sections are all the same prefix
antc,
Could you please share the sample data of these tables in a excel file so that I can copy? Or you can share PBIX file via Private Message.
Regards,
Lydia