Calculate weekly target from monthly data

[AliB]

I have the following measures
Total Target Bookings £ - calculates the target per month
Days in Period - calculates the # of days in the period
Daily Target - calculates the Total Target Bookings per day

PROBLEM
Actuals are entered by week number therefore the target needs to be split across months based on a daily target * # days in the period as below

The final measure should create an output that can be used in a chart with Week No on the x axis as below

I’ve tried creating the measure but it only ever enters anything on the 1st day of the month - see attached model

The slicers on the chart will be “Fiscal Year” and a between filter on “Fiscal Period”

as well as a slicer on Company
weekly reporting question - Copy.pbix (148.6 KB)

I’ve attached a model. Thanks

[ankit]

Hi @AliB - Have tried to resolve your issues based on the understanding I got from above post.

Please check attached PBIX and page “Duplicate of Measures”. There are few new measures created to solve the issue. Let me know if helps or any further help is needed.

Sol - weekly reporting question.pbix (148.6 KB)

Thanks
Ankit J

[ankit]

Hi @AliB - Please confirm if the solution provided is working or any other help is needed.

Thanks
Ankit J

[AliB]

Thank you - this seems to work however when I try to use it in a cumulative measure it only gives me data for the 1st week therefore the line chart I’m trying to create for YTD as per the post doesn’t work ?

[ankit]

Hi @AliB - Great, your initial issue is resolved.

YTD is a different issue. Will look into it this week.

Thanks
Ankit J

[ankit]

Hi @AliB - YTD will take sometime for me to look into.

As this is anyways different from the initial question that is solved, do create a new post for it so others can also look into it.

Thanks
Ankit J

[AliB]

@ankit Sorry it isn’t solved. When I remove the period it doesn’t give the correct total for the week. These are the correct total

This is what the measure produces

For Week 5 if we add the 12381.68 + 1927.57 we get the 14309.25 which is correct however if I remove the Period from the table we get this which puts Week 5 at 15993 instead of the 14309.25

[ankit]

Hi @AliB - Again this is a different equation now due to changed context. Will check once get time this week.

Thanks
Ankit J

[ankit]

Hi @AliB - Please find attached the solution for weekly target without Period. Primarily created a new measure as below and slight changes in existing measures.

Weekly Target Final = sumx(SUMMARIZE('Fiscal Calendar','Fiscal Calendar'[Fiscal Period],'Fiscal Calendar'[WeekNo],"Weekly Target",[WeeklyTargetNew]),[Weekly Target])

Sol - weekly reporting question.pbix (149.6 KB)

Thanks
Ankit J

[ankit]

Hi @AliB - Please confirm if issue is resolved.

[ankit]

Hi @AliB - Marking as resolved as no reply received since more than a week. If still facing issues then please raise a new request.

Thanks
Ankit J