Monthly Goals gets aggregated

[Almantas32]

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 🙂 

[v-lid-msft]

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,

[v-lid-msft · Accepted solution]

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,

[Mariusz]

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

If this post helps, then please consider Accepting it as the solution.

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