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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

KPI Visualization - Using LY's Monthly Sales as Goal for TY's Monthly Sales

Hi All!   I am relatively new to Power Bi and am creating a dashboard for our Inside Sales Team. I am trying to create a KPI of Monthly Sales Totals and the goal being last year's monthly sales +15...
Need Help
  • Anonymous's avatar
    Anonymous
    7 years ago

    Hi Anonymous

     

    • Create a Slicer on Sales Months
    • Place the Sales Measures  Sales = SUM(Sales_Fact[Sales_Amt]) in the "Indicator" field in the Field tab
    • Place the Months in "Trend Axis" field in the field tab. Please make sure the Month name is sorted using the Month number.
    • Create Target Sales Measure  LYSales Target = CALCULATE(SUM(Sales_Fact.Sales_Amt),DATEADD(Dates[Date],-1,YEAR)) * 1.15 and place this measure in the "Target goals" field in the field tab

    Your KPI visual will be ready to use now. Hope this helps.

     

    Thanks
    Raj

     

     

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Hi Anonymous

 

  • Create a Slicer on Sales Months
  • Place the Sales Measures  Sales = SUM(Sales_Fact[Sales_Amt]) in the "Indicator" field in the Field tab
  • Place the Months in "Trend Axis" field in the field tab. Please make sure the Month name is sorted using the Month number.
  • Create Target Sales Measure  LYSales Target = CALCULATE(SUM(Sales_Fact.Sales_Amt),DATEADD(Dates[Date],-1,YEAR)) * 1.15 and place this measure in the "Target goals" field in the field tab

Your KPI visual will be ready to use now. Hope this helps.

 

Thanks
Raj

 

 

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Hi Rajendran,

 

Thanks for the help! Everything is set up as indicated, however, this is the response that I receive after inputting the formula: "A function 'DATEADD' has been used in a True/False expression that is used as a table filter expression. This is not allowed."

 

This is the formula I put in: LYSales Target = Calculate(sum(Sales[XTNDPRCE]),DATEADD('Calendar'[Date],-1,year)*1.15)