Forum Discussion
Total for current quarter
So I'm trying to get a total for salesreps quotas for the current quarter, including dates that havent happened yet so I can create a daily quota requirement and then a QTD quota based on the daily quota for sales reps to see how they are pacing during the quarter.
The formula I've been trying and playing around with is: CALCULATE([Sum of RSM Quotas], 'Quotas Unrelated'[Is this Qtr] = "TRUE") But it keeps giving me the full year total.
Or this formula ends up giving me the month's total so I'm assuming its trying to do QTD with only one date. CALCULATE(SUM('Quotas RSM'[Quota]), 'Combined Table'[Current Quarter] = TRUE())
In my tables, I have the sales reps quotas for each month with 1 date attached. I also have a date table with a relationship to the quota table.
Heres a super simplified example of my quota data.
| Quota | Date | Sales rep |
| 52000 | 7/1/2025 | rep 1 |
| 98000 | 7/1/2025 | rep 2 |
| 33000 | 7/1/2025 | rep 3 |
| 56000 | 8/1/2025 | rep1 |
| 91000 | 8/1/2025 | rep 2 |
| 34000 | 8/1/2025 | rep 3 |
| 54000 | 9/1/2025 | rep1 |
| 93000 | 9/1/2025 | rep 2 |
| 32000 | 9/1/2025 | rep 3 |
Simple enough, no helper column is required.
6 Replies
Anonymous You could try something like the following:
Measure = VAR __Dates = SELECTCOLUMNS( FILTER( 'Dates', [Is this Qtr] = "TRUE" ), "Date", [Date] ) VAR __Quotas = FILTER( ALLSELECTED( 'Quotas' ), [Date] IN __Dates ) VAR __Result = SUMX( __Quotas, [Quota] ) RETURN __ResultCan you please show the result you are getting and provide also the tables inclusing the columns that are not in the table you provided? The CALCULATE solution works perfectly for this case but I need to understand a bit more. Without CALCULATE you will have to redefine the core measure, it is of course another approach you might want to pursue, I will give you the CALCULATE version
If this helped, please consider giving kudos and mark as a solution
me in replies or I'll lose your thread
consider voting this Power BI idea
Francesco Bergamaschi
MBA, M.Eng, M.Econ, Professor of BI
Simple enough, no helper column is required.
Hi Anonymous
Just checking in to see if you had a chance to test the DAX solution provided by Greg_Deckler ThxAlot for calculating the sales reps' quotas for the current quarter, including future dates.
If you've already implemented the formula and it's working as expected that would be great!
But if you're still seeing unexpected results or need help adjusting it to your model, feel free to share your current setup and I’ll be happy to assist further.
Looking forward to your update!
Hi Anonymous
Just checking in to follow up on your question regarding calculating sales reps’ quotas for the current quarter, including future dates for daily pacing analysis.
As shared earlier by the Greg_Deckler ThxAlot , the challenge you’re facing getting either a full year or single-month total is often related to how the date filtering and relationship to your quota table are set up, especially when working with QTD logic across future dates.
If you’ve had a chance to try the suggested approach, feel free to let us know how it went. If the issue still persists , we’d be happy to take another look.
Hi Anonymous
Just checking in to follow up on your question about calculating sales reps' quotas for the current quarter, especially when it comes to including future dates for daily pacing analysis.
As previously mentioned by FBergamaschi Greg_Deckler , the issue you're running into whether it's getting the full year total or just a single month's quota often comes down to how your date filters and relationships to the quota table are configured. This is particularly true when applying QTD logic that involves future dates.
If you've had a chance to test the recommended approach, we'd love to hear how it worked out.
If you're still running into challenges, feel free to share more details we're happy to take another look.
