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Syndicate_Admin
Administrator
Administrator

Weekly Target Calculation Dax

Good day, I need help to create a dax measure, I have a monthly sales goal per executive, what I need to the extent is that to that monthly goal depending on the week of the month in which we are that using the day segmenter, I get 20% of the goal in week 1, week 2 35%, Week 3 25% and week 4 20%, they should be added if you go from one week to the next and in turn I need that week goal to be distributed in the number of days I have in the week.
The column in the calendar table that I have created is composed of the following dax

Week of the Month = IF("Week" & 0 + CALENDAR[Start Week] - CALENDAR[Week First Day] = "Week 0", "Week 1", IF("Week" & 0 + CALENDAR[Start Week] - CALENDAR[Week First Day] = "Week 5", "Week 4", "Week" & 0 + CALENDAR[Start Week] - CALENDAR[First Day Week]))
Thank you very much in advance.
9 REPLIES 9
Syndicate_Admin
Administrator
Administrator

Sorry, the image is just an example of my table, I attached the necessary data and formulas that I am using to request your collaboration, I don't know what else you need me to attach to you, calendar table cannot be attached to you due to the number of columns it has

I hope someone else will be able to assist you.

Syndicate_Admin
Administrator
Administrator

Good evening, the model does have a calendar table, but for the calculation of the week as the company takes it is the one I attached above, I don't know if it is possible to attach a pbix file with a model summarized in only the tables that intervene in the calculations, I was trying with some formulas to be able to calculate the percentage and use it in the table but I can't get it to filter inside the table I don't know If you could help me with that calculation, the measurement I'm using is as follows

Weekly Goal =
VAR MonthlyTarget = SUM(tabla_objetivo[MonthlyTarget])
VAR TargetWeek1 = MonthlyTarget * 0.20
VAR TargetWeek2 = TargetWeek1 + (MonthlyTarget * 0.35)
VAR TargetWeek3 = TargetWeek2 + (MonthlyTarget * 0.25)
VAR TargetWeek4 = TargetWeek3 + (MonthlyTarget * 0.20)
RETURN
SWITCH(TRUE(),
ISINSCOPE(tabla_objetivo[Vendor]),
SWITCH(TRUE(),
VALUES('Calendar'[Week]) = 1,TargetWeek1,
VALUES('Calendar'[Week]) = 2, WeekGoal2,
VALUES('Calendar'[Week]) = 3, WeekGoal3,
VALUES('Calendar'[Week]) = 4, WeekGoal4
),
MonthlyGoal
)

But moving the slicer from days to days sets the monthly target

I don't know if it is possible to attach a pbix file 

 

Please follow the instructions in the link I posted (twice).

Syndicate_Admin
Administrator
Administrator

Good afternoon, I attach tables to specify information:

Tablo_Objetivos

IDVENDEDORPERIODCAPITALOPERATIONS
701/10/2023527074772
3301/10/2023396398840
3701/10/2023339470335
901/10/202312137404160
501/10/202318302477190
601/10/20233596126110
1001/10/2023932938485
8201/10/2023508496065
2001/10/2023900708990
1101/10/20238615403100

Tabla_Ejecutivos

IDVENDEDORSELLER
5EJECUTIVO_1
6EJECUTIVO_2
7EJECUTIVO_3
9EJECUTIVO_4
10EJECUTIVO_5
11EJECUTIVO_6
20EJECUTIVO_7
33EJECUTIVO_9
37EJECUTIVO_10
82EJECUTIVO_11

Tabla_Ventas

fechaalta CapitalPedido CodEjecutivo
09/10/2023 $ 3.180,006
09/10/2023 $ 21.200,016
09/10/2023 $ 274.911,825
07/10/2023 $ 105.839,9982
07/10/2023 $ 75.599,995
06/10/2023 $ 5.400,005
06/10/2023 $ 118.799,999
06/10/2023 $ 171.570,007
05/10/2023 $ 97.199,9937
05/10/2023 $ 75.599,9933
05/10/2023 $ 41.040,0010
04/10/2023 $ 21.200,016
04/10/2023 $ 24.168,0111
03/10/2023 $ 323.999,9720
03/10/2023 $ 47.520,0010
02/10/2023 $ 64.799,9982
02/10/2023 $ 53.000,015
02/10/2023 $ 107.999,9933

Please indicate what you mean by "week". Ideally your data model should have a Calendar table that clearly indicates week numbers, especially if you are attempting to project weeks onto months.

 

lbendlin_0-1698793540505.png

 

Syndicate_Admin
Administrator
Administrator

Good evening, I'm going to detail as best I can the problem I have with calculation:
I have a table which keeps the monthly sales target capital amount of the executive

pcarrizo_0-1698612770044.png

In turn, that monthly goal, depending on the week of the month, takes a percentage of the monthly goal to have a weekly goal, for example:

Week1 = 20% of objetivo_mensual
Week2 = 35% of objetivo_mensual

Week3 = 25% of the objetivo_mensual

week4 = 20% of the objetivo_mensual

What I now need is that the amount taken out in each week is redistributed in the number of days you have each week, the drawback I have is that when I use the SLICER of days attached it does not filter me by week, that is, it does not vary the weekly amount of the objective.
On the other hand, I need that amount that was calculated weekly to be distributed among the number of days you have each week, since that calculation is compared with the daily sales to be informed of the missing or surplus amount that there is in the sales, I only have problems with the sales objectives

Second request: Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
If you are unsure how to do that please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.

If you want to get answers faster please refer to https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

lbendlin
Super User
Super User

Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
If you are unsure how to do that please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.

If you want to get answers faster please refer to https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

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