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arshad11's avatar
arshad11
Frequent Visitor
5 years ago
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Urgent Help Required : Profits vs Sales Targets set up

Hi,  I have tried researching (new to power BI) and trying to understand how to approach and show monthly sales figures vs monthly targets and I dont seem to understand the logic at all. Im not sure...
  • v-jingzhang's avatar
    5 years ago

    Hi arshad11 

    In your model, I would suggest adding two Dim tables Date and Department. In Dim Date table, you have continuous distinct dates in Date column. In Dim Department table, you have all distinct departments. Then create the following relationships between tables:

    • Date Table (Date) - Main Table (Job_Date): one-to-many with single direction;
    • Date Table (Date) - Target Table (Target_Date): one-to-many with single direction;
    • Department Table (Department) - Main Table (Department): one-to-many with single direction;
    • Department Table (Department) - Target Table (Department): one-to-many with single direction;

    Then use Department table's Department column in the slicer to filter other tables. And use Date table's Month column to filter profits and targets in a table visual.

     

    Model:

    Understand star schema and the importance for Power BI - Power BI | Microsoft Docs

    Date table:

    https://radacad.com/do-you-need-a-date-dimension

    https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

     

    Regards,
    Community Support Team _ Jing Zhang
    If this post helps, please consider Accept it as the solution to help other members find it.

  • arshad11's avatar
    arshad11
    5 years ago

    v-jingzhang thank you so much for your help. I followed every step you gave and it worked perfectly. Really appreciate your help and the community to provide a such an amazing platform for help 🙂

     

    Really appreciate v-jingzhang !!THank you