Power BI Intermediate Lesson 10: Project – Sales Performance vs Target

📎 This article includes 3 downloadable practice files ↓

📘 Power BI Intermediate Course · Lesson 10 of 10

Targets are stored per Region and FY, at a different grain from sales (per order, per day). Don’t force a relationship; pass the filters across with TREATAS.

Target =
CALCULATE ( SUM ( Targets[Target] ),
    TREATAS ( VALUES ( Customers[Region] ), Targets[Region] ),
    TREATAS ( VALUES ( 'Date'[FY] ), Targets[FY] ) )

% of Target   = DIVIDE ( [Total Sales], [Target] )
Target Status = SWITCH ( TRUE (), [% of Target] >= 1, "Achieved", [% of Target] >= 0.9, "Close", "Behind" )

Page layout

• Cards: Total Sales, Target, % of Target (conditional colour by Target Status), YoY %.
• Bar chart: % of Target by region, sorted.
• Line chart: Sales FYTD vs Sales FYTD LY by FY month.
• Table: months above the FY’s monthly average (5 in FY 2025-26).
• Slicer: FY. RLS from lesson 8, so each manager opens the same report and sees their region.

Practice

Import pbi-intermediate-model.xlsx into Power BI Desktop (free), create the relationships listed at the top of the .dax file, mark the Date table as a date table and add this lesson’s measures. Compare your card and table values with the lesson’s sheet in the expected-results file. Those numbers were worked out independently in Python from the same data, so a mismatch means a filter or relationship to check.