Forum Discussion
Beginner Problem - Creat a Matrix Table for Salesperson with Direct And Indirect Sales Assigment
Hello everyone and hope you can help me with this beginner question. I am creating a sales dashboard where an specif Order is asigned to a SALESPERSON in as a DIRECT ASSIGNMEN (Manages the SOLD TO Account) and a indirect assigment, for example, to the SALESPERSON that manages the END USER is the SOLD TO is an intermediary. This is a sample table:
II ned to create a visual that provides a summary in this way and cannot figure out how:
Thank in advance for your help and apologize if it is a simple question.
All the best!
Hi DDFERRAR ,
According to your description, it sounds like parent child hierarchy related requirement. I'd like to suggest you look at the following blog if helps:
Parent-child hierarchies – DAX Patterns
Regards,
Xiaoxin Sheng
2 Replies
Hi DDFERRAR ,
According to your description, it sounds like parent child hierarchy related requirement. I'd like to suggest you look at the following blog if helps:
Parent-child hierarchies – DAX Patterns
Regards,
Xiaoxin Sheng
Hello @Xiaoxin Sheng, first of all let me thank yoI took a couple of days to understand the Parent-Child hierarcgies but it seams not to be the answer for what I need. Maybe I couldn figure that out but from what I undertand is that this is usuful to agregatte information in hierarchies for a certain columns (Ex; Total Sales sorted by Organization). What I need is something different beacuse I have a Purchase Order that has a Direct Assigment and an Indirect Assigment so I need to aggregate the Total Sales for each salesperson that appers either in direct or indirect assigment. Moreover this assigments are in two different colums so I do not understand how this hierarchy pattern could help- I could not find a way to create a key for each column and the associated hierarchy table. if you could provide and examplo related to your suggestion will be really appreciatted. The only was I could find a way was unpivoting this two colums and creating the grafics but I have duplicated values and unecessary date being showed. All the best!
