Sales Target

[tmears]

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 a line graph against YTD profit.  Probably someone cleverer than me, which think of a easy way to achieve this as i am drawing a blank!!

Many thanks

[Greg_Deckler]

Probably start with something like this:

http://www.daxpatterns.com/cumulative-total/

[tmears]

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:

Date	Sales Achieved	FY2017/18 Target
Jan-16	100,000	125,000
Feb-16	125,000	156,250
Mar-16	150,000	187,500
Apr-16	125,000	156,250
May-16	130,000	162,500
Jun-16	140,000	175,000
Jul-16	100,000	125,000
Aug-16	125,000	156,250
Sep-16	150,000	187,500
Oct-16	125,000	156,250
Nov-16	130,000	162,500
Dec-16	140,000	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]

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