Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Visualization: YTD target vs YTD actual

I've got a table with dates and sales, it's connected to CRM online which will be auto refreshed.

 

i've created a "Gauge" dashboard with Max (Year Target) and Target (YTD Target)

 

this dashboard shows current at 87, with 98 YTD target and 7000 Year target. 

my problem is

1) I have to update the YTD target "98" manually.  is there any way get this update automaticlly? 

2) can i change the font of target '98", it look too small.  When i change txt size under "Data labels", the target "98" stay the same. 

 

 

11 Replies

  • Sean's avatar
    Sean
    Icon for Community Champion rankCommunity Champion

    Anonymous wrote:

    1) I have to update the YTD target "98" manually.  is there any way get this update automaticlly? 

    2) can i change the font of target '98", it look too small.  When i change txt size under "Data labels", the target "98" stay the same. 


     

    1) Create a MEASURE NOT A COLUMN and as per GilbertQ's suggestion use TOTALYTD OR DATESYTD

    YTD Measure FY 06-30 =
    TOTALYTD ( SUM ( Table[Column] ), 'Calendar'[Date], "06/30" )
    
    YTD Measure FY 06-30 ALT =
    CALCULATE ( SUM ( Table[Column] ), DATESYTD ( 'Calendar'[Date], "06-30" ) )

    you can skip the optional Fiscal Year End (the underlined part) if you use a regular calendar year!

    then place that MEASURE in the Target Value field => that's in the Fields not under the Formatting (Paint Brush)

    get rid of all numbers you've put in the Gauge Axis under the Formatting (Paint Brush) options

     

    2) to change the size of the font of the target you'll have to use the Tachometer instead of the regular gauge

    because unfortunately this option is not available in the gauge

    Look at my response and picture here

    http://community.powerbi.com/t5/Desktop/visuals-Gauge/m-p/121521#M51372

     

    Hope this helps!

    Good Luck! :smileyhappy:

     

  • v-caliao-msft's avatar
    v-caliao-msft
    Icon for Microsoft Employee rankMicrosoft Employee

    Hi Anonymous,

     

    For the first question, you can drag a field to "Target value", so when the value in the filed changed, then the target in your gauge will be changed automatically.

    For the second question, I have tested it on the latest version of Desktop (Version: 2.42.4611.701 64-bit (January 2017)). There is no an option for use to change target value font. If you have any concern on this feature, you can submit your idea on the link below. If this feature was mentioned by mulitple users, product team will consider to add this feature to next release.
    https://ideas.powerbi.com/forums/265200-power-bi-ideas

     

    Regards,

    Charlie Liao

    • Anonymous's avatar
      Anonymous
      Not applicable

      v-caliao-msft if the target table is like below, what's the DAX to get YTD target and TODAY's target.  For example, if today 30/01/2017. i would like YTD = 22+22+22+0+0+0+0=66,  and TODAY's target = 0.

       

      thanks

      • Anonymous's avatar
        Anonymous
        Not applicable

        any1 know? thanks.