Power BI Distributing/Allocating the Monthly Target(Convert to Daily Target): Measure ( Daily/MTD)

[amitchandak]

Objective:

Here we have a target table provided at the Month level and we would like to display the target at the day level also we would like to see MTD Targets.

Data:

The target table has 4 columns: Target and Month. Quarter and Year

Solution:

We have added 2 new columns to the target table Month start date and the Month end date (Named it Date).

Month Date = "01-" &[Order_Month] & "-" &[Years] // Month Start Date. Changed Data Type to Date
Date = EOMONTH([Month Date],0) // Month End Date

We also added a date table. this table has 2 columns date and year.

Date = ADDCOLUMNS(CALENDAR(date(2013,01,01),date(2020,12,31)),"Year", year([Date]),"Year Month",FORMAT([Date],"YYYYMM"))

Daily Target: To create a daily target we used the closing balance of the Month. This will replicate the data for each day of the Month. You will be able to see the same number every day. Visual is using date from date table.

Now we need to divide each of these rows by days of Month to get the correct daily target

Measure 

Daily Target = CLOSINGBALANCEMONTH(sum(Target[Month Target])/(maxx(Target,DATEDIFF(Target[Month Date],Target[Date],day))+1),'Date'[Date])

MTD Target = CLOSINGBALANCEMONTH(sum(Target[Month Target])/(maxx(Target,DATEDIFF(Target[Month Date],Target[Date],day))+1),'Date'[Date]) *TOTALMTD(COUNT('Date'[Date]),'Date'[Date])

Let us know what you think about this.

The file can found at https://community.powerbi.com/t5/Quick-Measures-Gallery/Distributing-Allocating-the-Monthly-Target-C...

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