topic Re: Sum if Sales Rep Above Goal in DAX Commands and Tips

Sum if Sales Rep Above Goal

nbs33 — Thu, 24 Feb 2022 18:10:05 GMT

Hi, I have a ordes table, a table for sales rep goal by quarter and a date table. I would like to group sales reps by percentage of revenue QTD above their goal in 5% increments. How would I write a measure to do this?

EDIT:

The end goal is something like the visualization below. Each of the colored lines represents the total value of for sales reps that land in a 5% increment bucket. For example, red would be sum of all sales reps who's total QTD revenue is between 0%-5% above the goal, orange bewteen 5% to 10%, etc.

Re: Sum if Sales Rep Above Goal

amitchandak — Thu, 24 Feb 2022 16:56:26 GMT

nbs33 ,

Measures like (common date table, common sales rep table )

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))

QTD Goal= CALCULATE(SUM(Sales[Goal]),DATESQTD(('Date'[Date])))

Achieve % = divide([QTD Sales] -[QTD Goal] ,[QTD Goal])

countx(filter(values(salesrep[salesrep]), [Achieve %] >.05) , [Salesrep] )

Re: Sum if Sales Rep Above Goal

ValtteriN — Thu, 24 Feb 2022 16:56:31 GMT

Hi,

You can use MROUND to achieve this:

if( Sales[Gross profit rate]>0, MROUND(Sales[Gross profit rate],0.05), MROUND(Sales[Gross profit rate],-0.05))),0)

Thiss will round the measure (in mu example gross profit) to 5% increments. You can use your QTD measure as a base measure and then just compare this QTD measure to a QTD target measure (all within the MROUND)

I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!

My LinkedIn: https://www.linkedin.com/in/n%C3%A4ttiahov-00001/

Re: Sum if Sales Rep Above Goal

nbs33 — Thu, 24 Feb 2022 17:36:17 GMT

Hi ValtteriN thanks for the reply. When I try to use your DAX there seems to be syntax error. Is there an additional IF statment needed?

Re: Sum if Sales Rep Above Goal

ValtteriN — Thu, 24 Feb 2022 17:40:02 GMT

nbs33

Sorry about that, I used dax from another solution I had. Yes the example requires additional IF.

Here is modified DAX:

if( Sales[Gross profit rate]>0, MROUND(Sales[Gross profit rate],0.05), MROUND(Sales[Gross profit rate],-0.05))