Power BI Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD)

[amitchandak]

Objective:

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

Data:

The target table has 2 columns: Target and Year.

Solution:

We have added 2 new columns to the target table year start date and the year end date (Named it Date). As we are using the calendar year, we have hardcoded these to January and December month. You can change these based on your financial year.

Start Year = Date(Target[Year],1,1)
Date = date(Target[Year],12,31)

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

Date = ADDCOLUMNS(CALENDAR(date(2017,01,01),date(2020,12,31)),"Year", year([Date]),"Month Year", FORMAT([Date],"YYYYMM"))

We have joined both the tables on date columns.  

This means Data is only available at the end of the year in the visual.

Daily Target: To create a daily target we used the closing balance of the year. This will replicate the data for each day of the year. 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 year to get the correct daily target

For YTD target, We need multiple daily targets by YTD days. That we will get from the date table and TOTALYTD

We added month year to the date table, but the daily target, in this case, cannot sum up. So, we created a new period target that multiplies it by no of days in a period.

Let us know what you think about this.

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

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