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KrisB2019
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Joined 7 years ago
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Help Needed on Goals Reflecting in Matrix
I'm struggling with my goals showing on both the higher level and the lower level when my list is expanded. I have included details below and the measure I created in the hopes that the goal would only show on the higher level. I thought it would be an easy fix, but I'm stumped. You can see in the above that the higher level goal is listed as it should be, but when I expand the list to the lower level, the goal appears on each one. I have a relationship between the upper level and the goal, not the lower level and goals. The measure I created to try and address this is: Lead channel goal only = IF(NOT( ISFILTERED( 'leadsourcechannel'[amsen_name])), SUM ('Lead Goal'[Lead goal])) I'm hoping someone can help me, thanks so much! KristiRe: Goals without average
Anonymous , I've replicated all your suggestions except FactSALES. I'm trying to pull in the number of sales from a related table so that it gives me a count of sales by person like a pivot table would in Excel. Then I can duplicate your matrix. However, it is pulling in everyone on the list and I can't determine the best filter to use in order to limit the number of records pulled. I think it should be a date one, but am not certain. See below snippet. Any suggestions? Thanks again for all your help!Re: Goals without average
It makes me feel so much better that you said it could be a complex subject! I really thought I was missing one simple date measure. I'll get started with what you have suggested and let you know how it goes. Thank you so much for your help! I do have a calendar table so I'm off to a good start. I have a lot to learn, thanks again!Goals without average
Hi! I'm pretty new to Power BI and have only scratched the surface of its capabilities. This is probably very simple for most of you, but it's making me crazy and I'm hoping your expertise can help me. The issue I'm running into right now is how to show goals and actuals against the goals. For example, each salesperson has a goal by month for 2019 and from my sales report, I want to show how many sales were achieved compared to goal and I want to show it so that the user can then view the records of the actuals. I'm pulling the goal data from a tab in my spreadsheet that I connected to through Power BI and below is the sample. I created a relationship between salesperson from the table below and the table containing all sales. I was hoping that relating the two tables would solve the problem, but I believe I'm missing another date calculation somewhere. I also created a new bin for sales date by month. In BI, I can bring in all sales and invidual monthly goals, but I can't show a 1-1 relationship of goals/actuals by month, if that makes sense. Everything I googled so far seems to show something a bit different than what I need or suggests creating a power pivot and KPI in Excel to then import in BI. Any suggestions or directions to additional articles you might know of would be greatly appreciated! Thank you! SalesPerson January Goal February Goal March Goal A 10 B 16 18 20 C 10 12 14 D 17 19 23 E 3 F 7 9 12 G 12 14 17 H 0 I 17 19 23 J 20 22 24 K 20 22 24 L 17 4 8
