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cubes2alps
New Member

How to display sales agent targets based on individual sales agent factor?

Hello everyone.

I'm rather new to PowerBI. I have not been able to find any post which points me to a solution, so I'm contributing my first question. Have found a lot of help here so far, which I am very grateful for. Big thanks to the ones contributing answers!

 

Here we go.


Objective is to calculate individual sales agent targets.

 

We have three tables involved:

Agents with "agent code" and "agent status" (e.g. agent status = "junior", "experienced", "senior")

Agent Target Rate with "agent status" and "target rate" (target rate = 0.6, 1.0, 1.2)

Target Sales with normed agent targets by product and month

 

I would like to now create a measure calculates agent targets depending on the status/target rate.

So if I select an agent code with "experienced" status, the 100% target is returned and if a junior agent is selected, the 60% target is returned.

 

Would be great to get a hints towards a solution!

Thanks!

Denis

 

1 REPLY 1
kentyler
Solution Sage
Solution Sage

Maybe something like

Target Rate = 

VAR AgentCode = SELECTEDVALUE([Agent Code])

SWITCH(AgentCode,"Experienced",1.00,"Junior",.6,"Senior",1.20)

 

I'm a personal Power Bi Trainer I learn something every time I answer a question

The Golden Rules for Power BI

  1. Use a Calendar table. A custom Date tables is preferable to using the automatic date/time handling capabilities of Power BI. https://www.youtube.com/watch?v=FxiAYGbCfAQ
  2. Build your data model as a Star Schema. Creating a star schema in Power BI is the best practice to improve performance and more importantly, to ensure accurate results! https://www.youtube.com/watch?v=1Kilya6aUQw
  3. Use a small set up sample data when developing. When building your measures and calculated columns always use a small amount of sample data so that it will be easier to confirm that you are getting the right numbers.
  4. Store all your intermediate calculations in VARs when you’re writing measures. You can return the VARs to check on your steps along the way.




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