DAX measure - Revenue vs Target

DAX DAX Calculations
1

Hi everyone, would like to have a DAX measure in the following scenario below. Appreciated your help on this in advance :slightly_smiling_face:

Problem statement : Basically, I am tracking if the target revenue is met every quarter. I have a measure with the name of Revenue and Target . So, any shortfall from a prior quarter (if the Revenue is less than the Target), the shortfall amount will be carried forward and applied to the current quarter.

Let’s say in Q1, I have revenue of 3000 and a target of 5000. Come next Q2 (basically, the target is not met), the shortfall amount in Q1 is 2000 (5000 - 3000), it will be then the starting revenue of Q2.

Hope this makes sense :slightly_smiling_face:. Attached is the sample data. Cheers!
Sample Data.pbix (35.8 KB)

2

Hi @ronald_balza,

To answer to your problem, I think you can work with Cumulative Revenue and Cumulative Target.
It will enable you to keep the shortfall from the previous quarter.

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I hope it will answer to your problem.
Try these measures and tell me if it doesn’t work :wink:

Best regards,
JBocher

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