Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
grega
Helper II
Helper II

Sales / Target Issue

Hi,

 

I wonder if you can help.  I have an issue that seems to be a well-known one relating to creating a Power BI model that allows for the reporting of Sales vs Targets.  The Sales Value is the same for each Sales Rep (BAM) even though I'm using a linked Date dim table and filtering it using a current month offset filter.

 

      Table01.JPG

Here is a view of my simple model.

 

Model01.JPG

 

The targets are set for each month.

 

Please let me know what yot think.

 

Thanks,

Greg.

1 ACCEPTED SOLUTION
grega
Helper II
Helper II

Thanks for the reposnse.

View solution in original post

2 REPLIES 2
grega
Helper II
Helper II

Thanks for the reposnse.

dk_dk
Super User
Super User

If you follow the direction of the arrows in your model you will find that Sales Targets BAM is not filtering any other table (including whichever has the Sale Value column).

You would need to adjust your model so that some tables filter in both directions, or use DAX LOOKUPVALUE to get your BAM and Target value into the salesrep table (which currently does filter SalesAnalysis).

I hope this helps.




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





Helpful resources

Announcements
Sept PBI Carousel

Power BI Monthly Update - September 2024

Check out the September 2024 Power BI update to learn about new features.

September Hackathon Carousel

Microsoft Fabric & AI Learning Hackathon

Learn from experts, get hands-on experience, and win awesome prizes.

Sept NL Carousel

Fabric Community Update - September 2024

Find out what's new and trending in the Fabric Community.