Forum Discussion
Objectives vs compliance
Hi, I need help.
I need to measure the monthly fulfillment of each executive's goals. Each has a visit objective in a client portfolio, and each client has monthly, bimonthly or quarterly visits. How can I measure the degree of compliance on a monthly basis based on the objective and the visits made
2 Replies
Syndicate_Admin , in case you need to switch between different compliance based on duration, you can isinscope
https://www.kasperonbi.com/use-isinscope-to-get-the-right-hierarchy-level-in-dax/
If this does not help
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.I attach the tables with the Objectives and another with the visits made by clients. What I need to show is the % of compliance in each month, for example in March, the issue is that it is complicated when an executive has a bimonthly visit objective in that case it should appear 100% degree of compliance because that month has no objective for the bimonthly modality it has for that client
Table objectives
Executive Customer Objective Visits Target Visits Annual Visits Ramon Carrillo A Monthly 1 12 Ramon Carrillo B Monthly 1 1 Ramon Carrillo C Bimonthly 1 6 Ramon Carrillo D Quarterly 1 4 Ramon Carrillo E Quarterly 1 4 Ramon Carrillo F Monthly 1 12 Ramon Carrillo G Monthly 1 12 Ramon Carrillo H Monthly 1 12 Ramon Carrillo I Monthly 1 12 Ramon Carrillo J Monthly 1 12 Ramon Carrillo K Monthly 1 12 Ramon Carrillo L Monthly 1 12 Table of visits made
Executive Event Registration Date Day Activity Type of Activity Affair Economic Group Ramon Carrillo 26/1/2022 26/1/2022 Commercial Visits A Ramon Carrillo 27/1/2022 27/1/2022 Commercial Visits B Ramon Carrillo 8/3/2022 8/3/2022 Commercial Visits C Ramon Carrillo 3/3/2022 8/3/2022 Commercial Visits D Ramon Carrillo 23/3/2022 15/3/2022 Commercial Visits E Ramon Carrillo 7/4/2022 23/3/2022 Commercial Visits F Ramon Carrillo 7/4/2022 30/3/2022 Commercial Visits G Ramon Carrillo 7/4/2022 30/3/2022 Commercial Visits H Ramon Carrillo 9/6/2022 4/5/2022 Commercial Visits I Ramon Carrillo 9/5/2022 9/5/2022 Commercial Visits J Ramon Carrillo 20/5/2022 19/5/2022 Commercial Visits K Ramon Carrillo 5/10/2022 5/7/2022 Commercial Visits L Thank you very much for your help.
