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paulfink's avatar
paulfink
Post Patron
6 years ago
Solved

Setting a Quarterly Target

hi guys,   Is it possible to set a quarterly target?   So the sales team have to hit a quarterly target that is a fixed number for this year. goes something like if salesperson >= quarterly targ...
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  • v-xicai's avatar
    v-xicai
    6 years ago

    Hi paulfink ,

     

    Assuming  you have a sale table named  'Table1' which have column [SalesPerson], [SaleAmount] and [Date], then you may create measure like DAX below .

     

    Award =
VAR _SaleTarget = 100
VAR _AwardAmount = 1000
VAR _TotalSale =
    CALCULATE (
        SUM ( Table1[SaleAmount] ),
        FILTER (
            ALLSELECTED ( Table1 ),
            Table1[SalesPerson] = MAX ( Table1[SalesPerson] )
                && YEAR ( Table1[Date] ) = YEAR ( MAX ( Table1[Date] ) )
                && QUARTER ( Table1[Date] ) = QUARTER ( MAX ( Table1[Date] ) )
        )
    )
RETURN
    IF ( _TotalSale > _SaleTarget, _AwardAmount, BLANK () )

     

    Best Regards,

    Amy 

     

    Community Support Team _ Amy

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

amitchandak's avatar
amitchandak
Super User
6 years ago

paulfink , I think it should be possible.

Can you share sample data and sample output in a table format?

 

This video is about, Target(Monthly, Quarterly, Yearly) and Actual (Daily). See if this can help

https://youtu.be/yPQ9UV37LOU