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GuilleLus
Frequent Visitor

Calculo DAX - Incentivo vendedores

Hola comunidad! 

Necesito de su ayuda, ya que soy principiante en esta herramienta. Quiero automatizar el cálculo de incentivos para mis vendedores. Cada uno de ellos tiene un objetivo específico y, en consecuencia, un incentivo por lograr no solo vender sino que también cobrar.

GuilleLus_0-1701177491662.png

Cada vendedor, en función de su objetivo de venta, se encuentra dentro de una categoría (si su objetivo es 30, en la categoría de 15 a 49 ventas, por ejemplo)

  • En caso que ese vendedor alcance su objetivo de venta mensual (y este NO supere el 20% del objetivo fijado) y el % de cobranza sea igual o superior al 60%, percibe el Incentivo 1
  • En caso que el vendedor supere su objetivo de venta en (al menos) un 20% y el % de cobranza sea igual o superior al 60%, percibe el Incentivo 2
  • Por último, si el vendedor no alcanza su objetivo de venta y/o cobranza, no percibe ningún incentivo.

Serían tan amables de ayudarme a crear esta medida?

Gracias de antemano!

Saludos!

5 REPLIES 5
v-zhangti
Community Support
Community Support

Hi, @GuilleLus 

 

Can you provide sample data for testing? Sensitive information can be removed in advance. What kind of expected results do you expect? You can also show it with pictures or Excel. I look forward to your response.

 

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi! I send attached document with the FACT and DIM tables. 

I hope you can interpret the tables.

I needs to calculate the economic incentive for sellers who achieve their sales and collection (%) goals.

Thaks for your collaboration.

Best regards, Guillermo.-

Objetivo_Agentes.png

Tabla_DIM_Agentes

 

ID_AgenteNombre_AgenteID_Grupo
54000Almeyda Lorenzo1
74000Colucci Mariano2
120000Almada Martina2
131000Abel Zapatero1

174000

Ceschi Juan Atilio1
200000Del Pino Hugo3
221000Bottinelli Diego2
275000Alejandra Cacheuta2
415000Carlos Ruppen3

 

Tabla_DIM_Incentivos

 

ID_Grupo_ObjetivosIncentivo_1Incentivo_2
110001500
213002000
320003000

 

Tabla_DIM_Objetivo_Mensual

 

ID_AgenteObjetivo_Venta (Sales)Objetivo_Cobranza
540002560
740005060
1200007060
1310002060
1740001560
20000010060
2210006560
2750004060
415000120 

 

Tabla_Fact_Ventas

 

ID_AgenteVenta_MensualCobranza_Mensual (%)
540001870
740007281
1200007158
1310001958
1740001684
2000009578
2210007859
2750003561
41500013261
lbendlin
Super User
Super User

Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
If you are unsure how to do that please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.

If you want to get answers faster please refer to https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

Hi! I send attached document with the FACT and DIM tables. 

I hope you can interpret the tables.

I needs to calculate the economic incentive for sellers who achieve their sales and collection (%) goals.

Thaks for your collaboration.

Best regards, Guillermo.-

Objetivo_Agentes.png

Tabla_DIM_Agentes

 

ID_AgenteNombre_AgenteID_Grupo
54000Almeyda Lorenzo1
74000Colucci Mariano2
120000Almada Martina2
131000Abel Zapatero1

174000

Ceschi Juan Atilio1
200000Del Pino Hugo3
221000Bottinelli Diego2
275000Alejandra Cacheuta2
415000Carlos Ruppen3

 

Tabla_DIM_Incentivos

 

ID_Grupo_ObjetivosIncentivo_1Incentivo_2
110001500
213002000
320003000

 

Tabla_DIM_Objetivo_Mensual

 

ID_AgenteObjetivo_Venta (Sales)Objetivo_Cobranza
540002560
740005060
1200007060
1310002060
1740001560
20000010060
2210006560
2750004060
41500012060

 

Tabla_Fact_Ventas

 

ID_AgenteVenta_MensualCobranza_Mensual (%)
540001870
740007281
1200007158
1310001958
1740001684
2000009578
2210007859
2750003561
41500013261

In a standard star schema dimensions control facts in a 1:* single direction relationship.  Your data model looks off. Please confirm which tables are dimensions (filters) and which tables are facts (measured items).

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