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Aimeeclaird's avatar
Aimeeclaird
Icon for Helper IV rankHelper IV
5 years ago

Target vs Actual Values and variance

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.c...
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Anonymous's avatar
Anonymous
Not applicable
5 years ago

- 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's avatar
Aimeeclaird
Icon for Helper IV rankHelper IV
5 years ago

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's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi, 

     

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