Forum Discussion
Helper IVTarget vs Actual Values and variance
Helper IVHi 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/Doc.aspx?sourcedoc=%7BC45513C2-0B92-4DA7-87D8-2D6E29BBFF95%7D&file=Example%20Data.xlsx&action=default&mobileredirect=true
I'll want to show the actual vs the target for each month to date, with a variance line.
Hope this clarifies,
Many thanks,
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?
- 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?