Learn how to set and evaluate yearly sales targets in Power BI. Step-by-step guide for creating a Target table, DAX measures, and interactive visuals like slicers, tables, cards, and gauges to track performance.
Situation
Available
Table Tsales with SaleID – CustomerID – Product ID – Date Of Sale – Quantity – Total Price
Add or create the Additional Table with the Targets
If you have the TargetSalesQuantity Table in an external source you can use ‘Get Data’
Otherwise
Create the TargetSalesQuantity Table by using ‘Enter Data’
Example:
Procedure
Step 1 – Creation of Calendar Date Table
!! Create a link between the following tables Calendar and TargetSalesQuantity based on Year
Step 2 – Creation of a Separate Measures Table
Create the Measures Table by using ‘Enter Data’
Step 3 – Create the following measures – part 1
=> SumSalesQuantity <=
This is the sum of the Quantity of the Tsales Table
=> TotalYTDSalesQuantity <=
Based on the measure SumSalesQuantity it calculates the Total year to date.
=> SumSalesQuantityTargetYTD <=
This measure calculates the Sum of the TargetQuantity from the beginning of the current year up to the current date.
=> SumSalesQuantityTarget% <=
This Measure calculates how many % is already sold regarding the Target Sales Quantity.
Additional: Set the Format to Percentage
=> DifferenceTargetSalesQuantity <=
Based on the Current Sales Quantity YTD and the Target Sales Quantity it calculates the ‘actual’ difference
Step 4 – Creation of Visuals – part 1
Step 4.1 – Create a Slicer
Select ‘Year’ of the Table ‘Calendar’ add this to a Slicer – Visual
Go to Format Your Visual – Visual – Slicer Settings – Options and choose for ‘Tile’
Step 4.2 – Create a Table Visual
Add the following elements:
-/ Year from the Calendar Table
-/ Measure SumSalesQuantity
-/ TargetQuantity from the TargetSalesQuantity Table
Step 4.3 – Create a Table Visual
Add the following elements:
-/ MonthNameShort from the ‘Calendar’ Table
-/ Measures SumSalesQuantity & TotalYTDSalesQuantity & SumSalesQuantityTarget% & DifferenceTargetSalesQuantity
Step 5 – Create the following measures – part 2
=> FilteredSalesQuantity <=
Based on the selected year in the slicer it calculates the SumSalesQuantity for that specific year.
=> FilteredTargetQuantity <=
Based on the selected year in the slicer it calculates the TargetQuantity for that specific year.
>= Gauge Color <=
Measure as Conditional Formatting used in the Gauge Visual.
Step 6 – Creation of Visuals – part 2
Step 6.1 – Create a Card (new) Visual)
Add the following elements:
-/ Measures FilteredSalesQuantity & FilteredTargetQuantity
Use ‘Format your visual’ where needed
Step 6.2 – Create a Gauge Visual
Add the following elements:
-/ Value: Measure FilteredSalesQuantity
-/ Target Value: Measure FilteredTargetQuantity
-/ Format your visual – Visual – Gauge Axis: Min= Auto & Max = 7000
-/ Format your visual – Visual – Colors -Fill Color
Use the measure as Conditional Formatting
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Result
We have now an interactive report (page) where the Forecast Targets are compared with the ‘Actual/current’ values for the month of the select year
Conclusion
Some important Things:
* There must be separate Table with the Target Values
* Create a link between the Calendar Table and Target Tables based on year
Based on ‘simple’ measures you can show the necessary information.
Author: Luc Debois © August 2025 – Version 1.0