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I want to calculate a usage rate by sales rep by month which is number of accounts that used a service / number of sales rep's accounts
My data looks like
Account table
AccountID | Sales Rep |
1 | David |
2 | David |
3 | David |
SubAccount (note multiple sub accounts per account)
SubAccountID | AccountID |
A | 1 |
B | 1 |
C | 2 |
D | 3 |
Visits table at the subaccount level
SubAccountID | Visit Date | VisitID |
A | 6/2/24 | 123 |
B | 6/3/24 | 124 |
C | 6/4/24 | 125 |
-end of table-
I want the final table to look like:
Report Month | Sales Rep | Number of Accounts with a Visit | Number of Accounts | Usage Rate |
June 2024 | David | 2 | 3 | 66% |
... | ... | ... | ... |
David had 3 total visits, but only 2 account ids with a visit and 3 account ids in David's book of accounts. 1 of his accounts had a visit from each subaccount, but that should only be counted once per account.
How do I make this?
Thank you in advance for your time
Solved! Go to Solution.
Hi,
Please check the below picture and the attached pbix file.
Number of visit by Account =
COUNTROWS ( SUMMARIZE ( Visit, Account[AccountID] ) )
Number of Account =
IF ( NOT ISBLANK ( [Number of visit by Account] ), COUNTROWS ( Account ) )
usage rate =
DIVIDE ( [Number of visit by Account], [Number of Account] )
If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.
Hi,
Please check the below picture and the attached pbix file.
Number of visit by Account =
COUNTROWS ( SUMMARIZE ( Visit, Account[AccountID] ) )
Number of Account =
IF ( NOT ISBLANK ( [Number of visit by Account] ), COUNTROWS ( Account ) )
usage rate =
DIVIDE ( [Number of visit by Account], [Number of Account] )
If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.
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