Hello,
I need help with the following scenario.
I have a table where sales representatives' training information exists:
| Sales Rep | Training | Date |
| A | X | 12/1/2024 |
| A | Y | 15/2/2024 |
| A | Z | 17/3/2024 |
| B | X | |
| B | Y | 12/2/2024 |
| B | Z | |
| C | X | |
| C | Y | 2/2/2024 |
| D | X | 3/3/2024 |
| D | Y | 2/3/2024 |
| D | Z | |
And there is also a table that shows the transactions done by each sales rep:
| Sales Rep | Transaction ID | Transaction Date |
| A | 1 | 2/1/2024 |
| A | 2 | 12/1/2024 |
| A | 3 | 16/2/2024 |
| B | 4 | 17/3/2024 |
| B | 5 | 1/2/2024 |
| B | 6 | 2/3/2024 |
| C | 7 | 2/4/2024 |
| C | 8 | 3/1/2024 |
| D | 9 | 11/1/2024 |
| D | 10 | 9/1/2024 |
| D | 11 | 3/4/2024 |
| E | 12 | 13/3/2024 |
| E | 13 | 16/3/2024 |
| E | 14 | 5/3/2024 |
I need to evaluate sales reps' performance after the trainings by calculating the count of Transaction ids considering that Transaction Date should be after or equal to the Training Date.
The output should be something like:
| Sales Rep | Training | Transaction count after training | Transaction Date |
| A | X | 1 | 12/1/2024 |
| A | X | 1 | 16/2/2024 |
| D | X | 1 | 3/4/2024 |
| A | Y | 1 | 16/2/2024 |
| B | Y | 1 | 17/3/2024 |
| C | Y | 1 | 2/4/2024 |
| D | Y | 1 | 3/4/2024 |
| A | Z | 0 | |
| B | Y | 1 | 2/3/2024 |
Which I can then use to assess the training metadata like this:
| Training | Transaction month | Transaction count after training |
| X | Jan-24 | 1 |
| X | Feb-24 | 1 |
| X | Apr-24 | 1 |
| Y | Feb-24 | 1 |
| Y | Mar-24 | 2 |
| Y | Apr-24 | 2 |
| Z | | 0 |
Any idea how this can be achieved? I need to do this in DAX as the tables are very large and cannot do more transformations in PQ.
Thanks a lot for any help.
