Goals and Targets in Power BI

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:

Renamed:

Note this example does not deal with dates, which I will cover in another post.

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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert