Power BI Distributing/Allocating the Monthly Targe…

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).

Screenshot 2021-02-09 13.29.09.png

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

Screenshot 2021-02-10 18.37.47.png

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"))

Screenshot 2021-02-10 18.37.53.png

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

Screenshot 2021-02-10 18.59.59.png

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])

Screenshot 2021-02-10 18.49.05.png