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SuperJK5088
Frequent Visitor

Monthly Quota Tracking with multiple criteria

Hi PBI Experts 🙂

 

I have the following tables and I need to calculate if the stores are meeting monthly quota. How do I do that? I also need to pick multiple months without messing up the baseline. Please help - thank you!

PBI Help.png

1 ACCEPTED SOLUTION
DataNinja777
Super User
Super User

Hi @SuperJK5088 ,

You can achive your required output in the following manner. 

 

  1. Create the sales fact table by unpivoting the month columns using Power Query so that the actual sales by month will be in one column instead of 3 columns.  
  2. Create dimension tables for Product Type and Region and create relationships with Sales fact table and Monthly Quota fact tables. 
  3. Create calculate calendar table and create a relationship with the sales fact table date column.

DataNinja777_1-1721029373650.png

The resultant output is as shown below:

DataNinja777_0-1721029325909.png

I attach an example pbix file.

Best regards,

View solution in original post

2 REPLIES 2
DataNinja777
Super User
Super User

Hi @SuperJK5088 ,

You can achive your required output in the following manner. 

 

  1. Create the sales fact table by unpivoting the month columns using Power Query so that the actual sales by month will be in one column instead of 3 columns.  
  2. Create dimension tables for Product Type and Region and create relationships with Sales fact table and Monthly Quota fact tables. 
  3. Create calculate calendar table and create a relationship with the sales fact table date column.

DataNinja777_1-1721029373650.png

The resultant output is as shown below:

DataNinja777_0-1721029325909.png

I attach an example pbix file.

Best regards,

ryan_mayu
Super User
Super User

what's the expected output based on the sample data you provided?

 





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