Forum Discussion
Solved
dax calculated column with previous manager
Hi, friends, Here is example of my table in power BI: user period manager historical manager actual previous manager user1 01.01.2023 manager 1 manager 2 manager 1 user1 01.02...
created my own working solution)
Previous manager =CALCULATE(MAX('Revenue'[Manager actual]), FILTER('Revenue', 'Revenue'[user]=EARLIER('Revenue'[user]) && 'Revenue'[period] < EARLIER('Revenue'[period])))
Hi) In the table there will be in future a column with revenue by each client (user column).
Users can be transferred from one manager to another in different periods.
The idea is to show report:
revenue by current manager (manager actual column) by 2 categories:
-- revenue by users that came from current manager
-- revenue by users that came from other managers
All this is necessary for management of the company to see the overall result (revenue, MoM growth, QoQ) in the current period by the manager, as well as individual result of the manager and the result (revenue, growth) of the clients revenue transferred to him.