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 ï¼Œ

    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.

     

al1981's avatar
al1981
Helper II
2 years ago

Dear Anonymous you were correct. Solution offered by bhanu_gautam  is something i already tried and i get all counted. Anyway, yours is closer but i would need that calculaton respects one filter more: Cycle. As in plan we have cycle 1 or 2 for same account (1st half a year or 2nd half) it should respect it as now it sums cycle and 2! But i am closer 🙂

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi al1981 ï¼Œ

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.