Summing Up and Compare with Goals

cmcreynolds

Active Member
Joined
May 21, 2015
Messages
295
I use Power Query and PowerPivot to grab my data and report in a PowerPivot table.

One table contains my monthly goals; my other table contains the individual pieces and the same categories the goals are in.

My issue deals with summing up the pieces and then COMPARING those sums (simple %, with a calculated field, I hope?) with my goals. But since I have many categories, I'm not sure how to do this.

@Imke, does folding HAVE to be involved, you think?

Thanks for your help.
 

Excel Facts

Format cells as date
Select range and press Ctrl+Shift+3 to format cells as date. (Shift 3 is the # sign which sort of looks like a small calendar).

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