Monthly Quota Tracking with multiple criteria

[SuperJK5088]

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!

[DataNinja777 · Accepted solution]

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.

The resultant output is as shown below:

I attach an example pbix file.

Best regards,

[ryan_mayu]

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