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laehatlav's avatar
laehatlav
Frequent Visitor
6 years ago

calculate Sum value from specific monthly value

Hello Fellow Power BI, Need help in calculating the sum value for Monthly Goal column based on specific date period. I would like to sum the value of the Montly Goal value based on the shown Cost va...
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laehatlav's avatar
laehatlav
Frequent Visitor
6 years ago

Here is the screenshot of my excel table and source data table. Thank you!

 

excel table of Monthly goal value:

 

Source table:

parry2k's avatar
parry2k
Icon for Super User rankSuper User
6 years ago

laehatlav it is pretty straight forward if you have correct data model, you need to add a date and branch dimension in your model and have relationship with your goal and sales table and then use date/branch column from dimension tables and sum from goal and cost table, from there everything will flow super easy.

 

Data modelling is critical component to work with Power BI and it takes away lot of work of writing complex DAX expressions and this is one of the example for good data model.

  • laehatlav's avatar
    laehatlav
    Frequent Visitor
    6 years ago

    Hi,

    here i s the table i have for my Date and Branch. My sum value does not come out the same as the folks in accounting when i select a specific date period. Thank you!

     

    Date: