Forum Discussion
Helper VRunning Total and Quota
I used a SharePoint List to create Sales Quotes by Sales Person (AE). I then linked the List to BI.
However, I'm running into the issue where BI is summing the Quota and not differentiating it by month/year. And when I wrote a measure to "%ofQuota" it's calculating the percent to the cumulative quota for however many rows were entered (in this case, Jan-Dec 2017)
4 Replies
- parry2k
Super User
I think you don't want to summarize the quota, correct? you can choose option not to summarize, not sure if this is what you are looking for
- bhmiller89
Unfortunately that option isn't available for this data for some reason
- Baskar
Resident Rockstar
Cool,
May i know what option not available ?
- Baskar
Do u want create running total at month level or year level.
create new measure :
If u want Qtr level use DatesQTD, Year Level DatesYTD.
let me know any help
