add target sales by salesperson per date with excel

[#1]

Hello guys,

I need to add target amount which is ordered by salesperson and date (Month and Year)

How can I import this ? My targets are in Excel with

Salesperson, Date,

Target_Month, Target_Year (  ---> Targets are in Amount)

The other basic table:

DocNo,

Salesperson, Date, AccountNo, Amount,.

[florentina_doga]

table:

load DocNo,Salesperson, Date, AccountNo, Amount,

MonthStart(Date) as  Target_Month,

YearStart(Date) as Target_Year

from sursa.qvd;

Concatenate (table)

load Salesperson, Date, Target_Month, Target_Year

FROM

xxx.xlsx

(ooxml, no labels, table is Sheet1);

[#3]

Well, my fault..

I want to add the targets by month and years per salesperson like

Salesperson	Date	MonthStart(Date) as Target_Month ?? in Amount	YearStart(Date) as Target_Year ?? in amount	Header 5
AA	01.01.2015	100	1200
AA	02.02.2015	100	1200
AA	03.03.2015	100	1200
BB	01.01.2015	200	2400
BB	02.02.20015	200	2400

at the end,  I want to get this

Salesperson	Date	Month	Year	sum(amount)	sum(target_amount)?
AA	01.01.2015	January	2015	130	100
AA	02.02.2015	February	2015	50	100
AA	03.03.2015	..	..	70	100
TOTAL				250	300

[#4]

Generally Targets are more likely Monthly or Yearly. In your file have both seems to be both are same. If you have different month & year targets you can load two targets separately in same tables.

// First Load the Monthly Targets.

MonthTargets:

LOAD

     SalePerson & '|' &MonthStart(Date) AS %Key_TargetMonthly,

     Target_Month

From TargetFile;

YearTargets:

LOAD

     SalePerson & '|' &YearStart(Date) AS %Key_TargetYearly,

     Target_Year

From TargetFile;

Create the %Key_TargetMonthly & %Key_TargetYearly in you fact table with same functions.

Please note that, year targets on Year level & Month target on Month level.