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Anonymous
Not applicable

How to get the actual value and the target value at the same month with shared date field

Hello All I am new on power BI, Please help to check if there is any solution for the questions I have;

I want to get the current sales and target sales from the one date field. 

I tried to use card viz in power bi to only show the current month like January , but the actual sales column shows 0, and target values show 410. any help will be appreciated. thanks

dateactual salestarget sales
1/3/2019100200
1/4/2019110210
1/5/2019120220
1/6/2019130230
1/7/2019140240
1/8/2019150250
1/9/2019160260
1/10/2019170270
1/11/2019180280
1/12/2019190290
1/1/2020200300
1/2/20200310
1/3/20200320
1/4/20200330
1/5/20200340
1/6/20200350
1/7/20200360
1/8/20200370
1/9/20200380
1/10/20200390
1/11/20200400
1/12/20200410

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

@Anonymous 

 

I have two solutions for you, not sure wihch one matches your demand: 

 

1. Create a date slicer.

method 1.JPG

2.  If you want to show the values in a card. Use this measure to show the current month actual and target value, So now is Jannuary the result is 200 & 300. 

CurrentmonthAcutual&Target = 
var currentmonthActual = CALCULATE(MAX([actual sales]), FILTER(Sheet3,[date].[Year]=YEAR(TODAY())),FILTER(Sheet3,Sheet3[date].[MonthNo]=MONTH(TODAY())))
var currentmonthTarget = CALCULATE(MAX([target sales]),FILTER(Sheet3,[date].[Year]=YEAR(TODAY())),FILTER(Sheet3,Sheet3[date].[MonthNo]=MONTH(TODAY())))
Return CONCATENATE(currentmonthActual,CONCATENATE("&",currentmonthTarget))

method 2.JPG
Paul Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

@Anonymous 

 

I have two solutions for you, not sure wihch one matches your demand: 

 

1. Create a date slicer.

method 1.JPG

2.  If you want to show the values in a card. Use this measure to show the current month actual and target value, So now is Jannuary the result is 200 & 300. 

CurrentmonthAcutual&Target = 
var currentmonthActual = CALCULATE(MAX([actual sales]), FILTER(Sheet3,[date].[Year]=YEAR(TODAY())),FILTER(Sheet3,Sheet3[date].[MonthNo]=MONTH(TODAY())))
var currentmonthTarget = CALCULATE(MAX([target sales]),FILTER(Sheet3,[date].[Year]=YEAR(TODAY())),FILTER(Sheet3,Sheet3[date].[MonthNo]=MONTH(TODAY())))
Return CONCATENATE(currentmonthActual,CONCATENATE("&",currentmonthTarget))

method 2.JPG
Paul Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Anonymous
Not applicable

Thank you

VasTg
Memorable Member
Memorable Member

@Anonymous 

 

What is the expected output? I see the sum(sales) for Jan is 0. How are you displaying the targer sales measure? Are there any DAX such as closingbalancemonth?

 

Please post additional info to better answer your question.

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Anonymous
Not applicable

Sorry I should mention that the date format is DD/MM/YYYY.

The acutal sales value for Jan is 200, the target is 300.

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