Target vs Actual Values and variance

[Aimeeclaird]

Hi, I have a list of targets per month. I want to show the actual total vs the target table, and also calculate the variance. Here is an example of my data.

https://data2actionltd-my.sharepoint.com/:x:/g/personal/aimee_laird_data2action_co_uk/EcITVcSSC6dNh9...

I want to be able to visualise and slice by month to show the actual total value vs the target total. I'd then also like to show the variance, whether that is + or - etc.

[Anonymous]

Hi,

Could you precise the strucure of the target table please? it is misssing.

Also you want to visualise it in a classic table?

[Aimeeclaird]

Hi Kevin,

The example target table is on the first sheet of the example I attached here: https://data2actionltd-my.sharepoint.com/:x:/r/personal/aimee_laird_data2action_co_uk/_layouts/15/Do...

I'll want to show the actual vs the target for each month to date, with a variance line.

Hope this clarifies, 

Many thanks,

[Anonymous]

Okay, is this okay  :

Hope it is what you expect.

[Aimeeclaird]

Hi Kevin

That looks like it would be a sensible output. Please can you share your pbix. file or calculations?

[Anonymous]

- First create a date table with date and month at least.

- Create a contract Table with unique values

- Then use this relation between tables :

- Create your table using contract from contract table and month from date table

- % vs target = DIVIDE(SUM(Data[Value Sold]),SUM(Targets[Target]),0)

- Variance = CALCULATE(SUM(Data[Value Sold])-SUM(Targets[Target]))

[Aimeeclaird]

Hi, thanks for your response and suggestion.

I'm not sure that this solution will work for us though. How are you looking up the target month? As the target changes for each month?

[Anonymous]

Hi, 

I do not get it. THe calculation I did takes in consideration the target changing each month.. Could you be more precise please?