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Anonymous
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5 years ago
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Reporting Performance to Target

Dear Community,  Hope my message finds you well and healthy! I am reporting performance to target on a monthly basis like shown below: As you can see my target must be below 4%, everything a...
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  • Anonymous's avatar
    Anonymous
    5 years ago

    negi007 

    I managed to do it. Please see below:

    1. I created calculated column only for my past due balances.

    2. After that another one I named "Fraction of the Overdue" with few nested ifs. If month =9 then overdue column * 0.055, if month = 10 then overdue column * 0.05 etc.

    3. I created 3rd column dividing the  Fraction of the Overdue to the Overdue column.

    4. Put it in the pivot table, but summerizing the value to Average

    5. Done. 

    This is how my pivot looks now. Exactly as I wanted it. 

    negi007 I would really want to thank you for your guidance and support. 

    Wish you nothing but the best. 

    Take care and stay safe. 

    All due respect, 

    Atanas

Anonymous's avatar
Anonymous
Not applicable
5 years ago

negi007 , 

Thank you, but when power BI is closed the connection with excel disappears as well. 

I am really struggling with that one... It doesn't appear to have some easy solution for it...

The idea is to keep everything in Power Pivot, so the business can interact with the dashboard.