I've got two primary datasets:
Real data with all sales transactions.
For example RealData:
2. A plan with total sales I want to achieve, with totals at the last day of each month.
For example EndOfMonthTargets:
In my real data, I (a) also have data from the years before 2017, and obviously, I have the targets for each month in 2017. The RealData is always live / up to date.
What I'm trying to do is show KPI visualizations: how is the real data vs the plan doing. However, I can't figure out how to relate the two datasets, because the cannot really be joined together.
What is the idiomatic way to do this in PowerBI?
- adding a column to each source with its respective status ("real" vs "plan")
- creating a union (i.e. "Append Queries as New")
- adding a column Month = MONTH([Date])
Giving me this data:
But that's weird, because then the KPI visualization will include the "Plan" data either at the start or worse at the end where it will be plotted as the "current" number.
The expected output is a KPI visualization:
showing the absolute number of sales summed by year (or month, if my slicers are set that way!)
with the Target goals retrieved from the plan data
with a trend based on previous years (not included in my sample data)
How do I achieve that?