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tmears's avatar
tmears
Helper III
9 years ago

Sales Target

Hi   I would like to create a monthly running sales target based upon last years profit figure +20%, i have a calculated column which gives me last years profit + 20% but would like to show this in...
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  • tmears's avatar
    tmears
    Helper III
    9 years ago

    thank you, yes i can do the dax for these however i probably didint explain my problem, and i am not sure I can do what i am trying to acheive.

     

    for example:

    DateSales AchievedFY2017/18 Target
    Jan-16 100,000  125,000 
    Feb-16125,000 156,250 
    Mar-16150,000 187,500 
    Apr-16125,000 156,250 
    May-16130,000 162,500 
    Jun-16140,000 175,000 
    Jul-16 100,000  125,000 
    Aug-16125,000 156,250 
    Sep-16150,000 187,500 
    Oct-16125,000 156,250 
    Nov-16130,000 162,500 
    Dec-16140,000 175,000 

     

    the sales figures for 2016 were as above, and i would like to add 25% onto this figures to form the sales target for the following year ie 2017.  I would then like to display these on a line graph with YTD sales and also a Sales Target to show if we are ahead or behiand target and ideally a percentage figure

     

    I can do a calcualted column adding 25% of the 2016 sales figures and its therfore gives me the sales target for 2017, but will obviously will display on the x axis against 2016 and not 2017.  I hope this is a better explaination

    • v-yulgu-msft's avatar
      v-yulgu-msft
      Microsoft Employee
      9 years ago

      Hi tmears,

       

      Since you can get the monthly running sales, then, based on my understanding, you need to add this running values into a line chart, together with the FY2017/18 Target value, right? On X-axis, it displays the Date column, right?

       

      I was confused about how you want to compare the YTD sales and Sales Target? Compare the Sales Achieved in year 2016 with the target sales in year 2017? It looks like make no sense.

       

      To elaborate your desired output, would you please draw a picture to show us your expected line graph?

       

      Best regards,
      Yuliana Gu