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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Use January as target

Hi community, 

My company decided to use Jauary 2020 as Target. We aim to make every month revenue reach the same level as it was on Janurary 2020. I have two problems regarding this issue to consult :

1. The way I wrote meause with DateAdd(), it's provide the same variation of revenue on daily basic.
>> I want this target to be flat 5.14 Million per day , not vary daily as the true sale on January.

 

2. When I select period more than one month , Target does not increased further than 159.55 Million.

>> I expects that if I select two month period, target should return 2 * 159.55 Million.

Measure I wrote = target  (in measure talbe) :

target =

VAR today_day = DAY(MAX(d_date[Date]))
VAR today_month = MONTH(MAX(d_date[date]))
VAR today_year = YEAR(MAX(d_date[Date]))
VAR month_diff = (-1 * (today_month - 1)) + ((2020-today_year) * 12)

RETURN
CALCULATE([Total Revenue],
DATEADD('d_date'[Date],month_diff,MONTH),
d_date[day] <= today_day,
d_date[month_no] = 1,
d_date[year] = 2020


Dummy data et found in link below :
https://www.dropbox.com/s/rxtpzsg3yyw2e4b/dummy_2020.pbix?dl=0

 

 

ps: sorry for repost since I have no time to create simplified dummy data set earlier;

Need Help
  • gboppana's avatar
    gboppana
    5 years ago

    Anonymous  -

    For #1, can you clarify if you want the TARGET to be same as the 1 Jan 2020 always? Or do you want to display a constant value of  5.14 Million per day?



    For #2, you can get the desired result using Summarize and SUMX as below.

    TargetSum =
    SUMX(
    SUMMARIZE( d_date,
    d_date[year_month],
    "TargetTotal", [target]
    ),
    [TargetTotal]
    )

3 Replies

  • gboppana's avatar
    gboppana
    New Member
    5 years ago

    Anonymous  -

    For #1, can you clarify if you want the TARGET to be same as the 1 Jan 2020 always? Or do you want to display a constant value of  5.14 Million per day?



    For #2, you can get the desired result using Summarize and SUMX as below.

    TargetSum =
    SUMX(
    SUMMARIZE( d_date,
    d_date[year_month],
    "TargetTotal", [target]
    ),
    [TargetTotal]
    )
    • Anonymous's avatar
      Anonymous
      Not applicable
      5 years ago

      Thanks for your time, and sorry for unclear explanation/

      5.14 is average revenue of Jnauary 2020, no a constant. Also if it's calculated from avarage, it should be able to filtered to show target of each department.

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi Anonymous ,

     

    You said 5.14 is average revenue of Jnauary 2020, but how to get it? Based on my test, the result I got is 5.35M

    Avg of 2020-01 = CALCULATE(SUM(bill_info[net_amt]) / DISTINCTCOUNT('bill_info'[bill_date]),FILTER('bill_info',YEAR([bill_date])=2020 && MONTH([bill_date])=1))

     Could you please tell me more details?

     

    Best Regards,
    Eyelyn Qin
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.