Forum Discussion

al1981's avatar
al1981
Helper II
2 years ago
Solved

Plan vs realization

I would like to do some analytics on activities of our sales rep... I think its pretty basic, but... I have one table with historical data (contacts with buyers and product details, dates, location,...
DAX
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi al1981 ，

    If we add loops as a filter with salesperson as the filter, then we can make some changes to the original DAX.

    PlanCount = CALCULATE
(COUNTROWS('Plan'),
ALLEXCEPT(Plan,'Plan'[Cycle],'Plan'[Sales Rep]))

     

    Hope it helps!

    Best regards,
    Community Support Team_ Tom Shen

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

     

bhanu_gautam's avatar
bhanu_gautam
Super User
2 years ago

al1981 , You have already created one measure for coverage now you can create two more measure for Plan and Realization using calculate and ALLexcept function

 

Plan =
CALCULATE(
COUNTA(Plan[Unique link]),
ALLEXCEPT(Plan, Plan[Sales Rep])
)

 

 

 

Realization =
CALCULATE(
COUNTA(Activities[Unique link]),
ALLEXCEPT(Activities, Activities[Sales Rep])
)