Forum Discussion
Monthly Goals gets aggregated
Hey, guys,
I am trying to create a graph comparing actual monthly revenue, to the planned goals.
The Revenue is a calculate measure - Total ex revenue wich is the sum of the Expected revenue column.
And the Goals added myself and it looks like this:
I conected them via calendar Month of year column:
When I compare Total Ex revenue and the Goals in a table it's all good:
But when I do it in a graph, Power Bi aggregates the goal column, even though I have chosen the option Don't summarise as default:
My question is one of two:
1. How do I combine these two measures in one graph?
or
2. Should I go another way with goals to acctuals comparison?
Keep it as simple as possible folks 🙂
Hi Almantas32 ,
We can try to create a measure to show the goal of each month in charts:
Monthly Goal Measure = CALCULATE ( SUM ( 'Goals Table'[Monthly Goals] ), FILTER ( ALLSELECTED ( 'Goals Table' ), [Month Number] IN FILTERS ( 'Calendar Ex Closing'[MonthOfYear] ) ) )
If it doesn't meet your requirement, Could you please show the relationship between the 'Goals Table' and the table which contain column used in the x-axis Field?
Best regards,
3 Replies
- v-lid-msftCommunity Support
Hi Almantas32 ,
We can try to create a measure to show the goal of each month in charts:
Monthly Goal Measure = CALCULATE ( SUM ( 'Goals Table'[Monthly Goals] ), FILTER ( ALLSELECTED ( 'Goals Table' ), [Month Number] IN FILTERS ( 'Calendar Ex Closing'[MonthOfYear] ) ) )
If it doesn't meet your requirement, Could you please show the relationship between the 'Goals Table' and the table which contain column used in the x-axis Field?
Best regards, - v-lid-msftCommunity Support
Hi Almantas32 ,
How about the result after you follow the suggestions mentioned in my original post?Could you please provide more details about it If it doesn't meet your requirement?
Best regards, - MariuszCommunity Champion
Hi Almantas32
Most probably its the fact that Year filter is not propagating your budget table.
Use the pattern in the article: link below - to set your budget table correctly.
https://www.daxpatterns.com/budget-patterns/
Best Regards,
Mariusz
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