Splitting monthly goals per seller

[Paulompm]

Hello everyone,

I'm new at powerBI and I have some doubts. I need to split monthly sales goals per sellers. This data will be displayed in an matrix.

 I work with four simple tables: Sales fact, calendar,sales goals of the branches and branch description. e.g.:

Sales fact:

Date	Branch	Seller	Value
01/27/2016	1	Marcos	909,90
01/27/2016	1	Pedro	1.000,00
01/27/2016	1	Zacarias	8.000,00
01/27/2016	3	Diego	910,00
01/27/2016	3	Luke	850,00
01/27/2016	3	John	498,00
01/27/2016	4	Matias	1.469,00
01/27/2016	4	Pietra	1.000,00
01/27/2016	4	Samira	6.000,00
02/15/2016	1	Fabio	2.199,00
02/15/2016	1	Pedro	2.000,00
02/15/2016	1	Zacarias	541,00
02/15/2016	3	Mat	2.500,00
02/15/2016	3	Luke	600,00
02/15/2016	3	John	210,00
02/15/2016	4	Marcos	1.767,00
02/15/2016	4	Pietra	100,00
02/15/2016	4	Samira	1.000,00
03/10/2016	1	Tadeo	1.599,00
03/10/2016	1	Pedro	540,00
03/10/2016	1	Emanuel	659,00
03/10/2016	3	Diego	1.009,90
03/10/2016	3	Luke	500,00
03/10/2016	3	Elizabeth	800,00
03/10/2016	4	Matias	1.310,00
03/10/2016	4	Pietra	548,00
03/10/2016	4	Rafaela	222,00

Montly Branchs Sales Goal(I only analyze by month and year): 

Date	Branch	Sales Goal
01/01/2016	1	10.000,00
01/01/2016	3	12.000,00
01/01/2016	4	10.000,00
02/01/2016	1	11.000,00
02/01/2016	3	12.000,00
02/01/2016	4	14.000,00
03/01/2016	1	8.000,00
03/01/2016	3	5.000,00
03/01/2016	4	9.000,00

Calendar(Has all the dates day by day from 2014 until 2017):                                                                                                          

Date	Year	Month	Month Name
01/01/2012	2012	1	January
01/01/2013	2013	1	January
01/01/2014	2014	1	January
01/01/2015	2015	1	January
01/01/2016	2016	1	January
01/01/2017	2017	1	January

Branch Description:

Branch	Brand	Region	State	City
1	Atacado	R1	RJ	Rio de Janeiro
3	Varejo	R1	RJ	Niteroi
4	Atacado	R3	SP	Bauru

Relationships:

Branch Description           Sales Fact

Branch                       1:*       Branch

Branch Description           Montly Branchs Sales Goal

 Branch                       1:*       Branch

Calendar      Montly Branchs Sales Goal

 Date       1:*       Date

Calendar      Sales fact

 Date       1:*       Date

 Measures:

Total sales = SUM('Sales fact'[Value]) 
Total Sellers = DISTINCTCOUNT('Sales fact'[Seller])
Total goals = SUM('Branchs sales goals'[Goal])
Goal per seller = [total goals]/[sellers]
% Goal reached = [Total sales]/[goal per seller]

 The matrix doesn't work or reports wrong values. Even when I apply the year and month filter, old sellers(from other years and who no longer work in the company) appear in the matrix.

Expected Result

The goal is to have an matrix that informs the following information(There are 3 filters in the report. Branch filter, year and month):

Seller	Total Sellers	Sales Goal	Total Sales	%Goal Reached
Seller X	1	4000	3000	75,0%
Seller Y	1	4000	3800	95,0%
Seller Z	1	4000	4000	100,0%
Total	3	12000	10800	90,0%

I hope I have been clear in my doubts. Thank you for your attention. 

[Greg_Deckler · Accepted solution]

First, great post, all the information needed to recreate the problem.

I have created this model and feel that it is working. A couple of things. First, make sure that your relationship between your Sales Fact table and your Branches table is cross-filtering in both directions. Second, make sure that you are using "Branch" column from your Branches table, etc. I can post a screen shot of my model or share it with you if you would like.

[Paulompm]

First, I'm pretty sure I followed your guide on how to make a good post. Thanks for the guide.

I was able to solve most of the problems with your suggestion to cross-filtering in both directions. After that I researched new formulas and managed to format the matrix the way I wanted.

Thanks for the help and attention. Problem solve.