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rbfyfe
New Member

Sales Vs Goal for multiple locations (data included)

Hello,

 

I have been hammering away at this data and would appreciate the help GREATLY! I am in short trying to compare Sales Data and Goal Data, side by side like the bar chart pictured below. I need to be able to flip back and between different locations using a slicer.  


I have put together sample data, which I hope will provide further insight into this. I tried connecting a relationship between the dates to no avail. I receive an error each time.

 

Thank you so much in advance for the help. 

 

 

Screen Shot 2018-04-16 at 5.09.29 PM.png

 

Screen Shot 2018-04-16 at 5.10.16 PM.png

 

"Location - Woo" "Shoot Date" "Total Cost"

Wayne3/6/20181250
Wayne3/6/20181250
Wayne3/6/20181750
Wayne3/7/20181750
Wayne3/12/20181750
Wayne4/10/20181250
Wayne3/8/20181250
Wayne3/23/2018600
Wayne3/26/20181250
Wayne4/11/20181750
Wayne3/24/20181750
Wayne3/24/20181250
Wayne3/24/20181250
Wayne3/24/20181250
Wayne3/24/20181250
Wayne4/16/20181750
Wayne4/20/20181800
Grand Rapids3/3/20182000
Grand Rapids3/5/20181500
Grand Rapids3/6/20181500
Grand Rapids3/6/20181350
Grand Rapids3/5/20181250
Grand Rapids3/8/20181500
Grand Rapids3/6/20183000
Grand Rapids3/5/2018900
Grand Rapids3/5/2018750
Grand Rapids3/8/2018382.5
Grand Rapids3/6/20181500
Grand Rapids3/6/2018700
Grand Rapids3/12/20183000
Grand Rapids3/12/20183000
Grand Rapids3/7/20182000
Grand Rapids3/9/20181500
Grand Rapids3/6/20183250
Grand Rapids3/9/20184500
Grand Rapids3/6/2018800
Grand Rapids5/4/20181000
Grand Rapids3/7/2018700
Grand Rapids3/7/2018700
Grand Rapids3/7/20181350
Grand Rapids3/19/20184500
Grand Rapids4/2/20181350
Grand Rapids3/26/2018700
Grand Rapids3/27/20181350
Grand Rapids3/23/20182000
Grand Rapids3/27/20181500
Grand Rapids3/24/20181000
Grand Rapids3/26/20181000
Grand Rapids3/28/20181000
Grand Rapids4/17/20182700
Grand Rapids4/18/2018750
Grand Rapids4/23/20184000
Grand Rapids4/19/20181000
Grand Rapids4/17/20182700
Grand Rapids4/23/20181045

 

 

"Month"           "Location"         "2017 Historical"  "2018 Plan"  "Shoots Plan"  "Model Revenue"

1/1/2018Wayne03925243340
2/1/2018Wayne06829415812
3/1/2018Wayne010361628818
4/1/2018Wayne0145218712358
5/1/2018Wayne01930911616433
6/1/2018Wayne33952525015118036
7/1/2018Wayne42172291213716366
8/1/2018Wayne61262973917821242
9/1/2018Wayne43462665316019038
10/1/2018Wayne57382281913716299
11/1/2018Wayne4806151979110855
12/1/2018Wayne38069679586914
1/1/2018Grand Rapids157112454914720040
2/1/2018Grand Rapids208003780522630862
3/1/2018Grand Rapids235155171731042218
4/1/2018Grand Rapids345226628239754108
5/1/2018Grand Rapids448888150348866533
6/1/2018Grand Rapids502948346750068136
7/1/2018Grand Rapids434717119242658116
8/1/2018Grand Rapids578248739452371342
9/1/2018Grand Rapids446027446544660788
10/1/2018Grand Rapids508436088236549699
11/1/2018Grand Rapids308903886923331730
12/1/2018Grand Rapids146202381314319439
3 REPLIES 3
v-xjiin-msft
Solution Sage
Solution Sage

Hi @rbfyfe,

 

What's Sales Data and what's Goal Data? What's your logic to compare the two values and what's your expected result?

 

Thanks,
Xi Jin.

Sales Data:

 

Each row represents an order.

Each Order has a "location" a "sales date", and a "Dollar amount". The labels above are somewhat misleading.

 

Goal Data:

Each Row represents multiple things -

 

"A Month", "A location"

Along with 3 types of data

"2017 Historical" 

"2018 Plan" 

"Model Revenue"

"Shoots Plan" (this data point is NOT necessary or included in the above graph).

 

The ultimate goal is to create a bar graph, that shows

2018 Plan, Model Revenue, Actual Revenue BY Month based on Location.

 

*Key Point*

I am managing user roles to only allow specific email addresses see specific locations.

 

Case examples being, For the month of March, I see that the "Red Bar's" (or Actual Revenue) height is below the "Green Bar's" (2018 Plan) and below "Blue Bar's" (Model Revenue), meaning I missed my goal for the month of March. (They are not wondering how to flip between locations)

 

 

shrola
Regular Visitor

Can you create another table for only for "Locations" and create relationships off the new table? Then use the slicer from the new table.

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