In Power BI, a common requirement is to display progress towards meeting a goal. For example, if you want to track monthly progress of salespeople vs their targets.
To do this, first create a new Power BI report. In our example, we have 2 tables:
- Goals – which holds the targets for each salesperson
- Sales – which holds sales transaction records
We will keep this simple and not use dates. The tables have the following data. Each salesperson has different goals:
We will now add a relationship between the 2 tables:
Now, if we add Salesperson and Amount to a column chart, we can see each Salesperson’s total amount. However, this does not show us how they are doing against their goal:
If we add the Goal field and set it to display the Min value, this displays our goals for each salesperson alongside their current progress:
Which we can then rename to Goal:
If we wanted to see how they are progressing as a percentage we can change this to a 100% Stacked Column chart:
Note this example does not deal with dates, which I will cover in another post.