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michael_knight's avatar
michael_knight
Post Prodigy
6 years ago

Individual Targets

Hi,

 

I'm having some problems (Or maybe a query). In our business the sales team get given targets that they need to hit each month. Originally we had manual excel report but are moving towards Power BI reports instead. We get the data from Dynamics 365 and use that instead of inputting it in manually.

 

I'm wondering how I should go about putting in targets? I will have to go back and put in the targets from the previous months as well.

 

 

Does anyone have any ideas on how I should go about doing this?

 

This is what the targets looks like in Excel

 

And this is what it'll look like in Power BI. I want to have the targets for the current and previous months as a total but also change to individual when using the drop down slicer

 

Thanks,

Mike

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3 Replies

  • RobbeVL's avatar
    RobbeVL
    Impactful Individual
    6 years ago

    Hi, You'll have to model your data differently.

    You could do this in PowerQuery.

    PowerBI does calculation in a ROW context. So for you to be able to slice your data, you'll have to get that target in a different rows instead of columns.

     

    It should look a bit like this: (use Unpivot function in PowerQuery)

     

    DateTargetTeam
    01/01/19201
    01/01/19202
    02/01/19 251
    02/01/19 252
       

     

    Having this table, you'll be able to use "Target" as your value, Date as your axis and Team as a slicer for example

     

    Hope this helps! 

     

    Robbe

    • michael_knight's avatar
      michael_knight
      Post Prodigy
      6 years ago

      HI RobbeVL ,

       

      Thanks for the quick reply. Sorry, I'm quite new to Power BI/Pivot tables so I'm not entirly sure how to go about doing what you suggested 

       

      Regards,

      Mike