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coolstrike
Frequent Visitor

Rank in card visual

Hello,

I am trying to have a card visual to rank customer sales. One visual for customer rank by sales amount for the whole organisation and another for customer rank of same customer but for the account manager in charge.

The page has a slicer to select the customer.

Selecting the customer should display the customer rank for the organstion and rank for the account manager for the customer.

One table has the customer and account manager and the sales details table has the sales transactions.

So for the selected customer sales rank could be 50 for the whole organisation but 20 for the account manager based on total sales.

Any help is appreciated.

thanks

1 ACCEPTED SOLUTION

Hi @coolstrike ,

 

You can create 2 measures.

 

Rank Sales Organisation = RANKX(ALL(Customer[Cust]),CALCULATE(SUM(Customer[Amt])))
 
Rank Sales Manager = RANKX(FILTER(ALL(Customer[Cust],Customer[Acct Manager]),Customer[Acct Manager] = MAX(Customer[Acct Manager])),CALCULATE(SUM(Customer[Amt])))

 

 

1.jpg2.JPG

 

Regards,
Harsh Nathani

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4 REPLIES 4
harshnathani
Community Champion
Community Champion

Hi @coolstrike ,

 

Please share some sample Data for this.

 

Regards,

Harsh Nathani

CustAcct ManagerDocAmt
HUCORDCIN3496812625
NUPLRDCIN4560371035
HUCORDCIN957265438
NUPLRDCIN3210337016
PLAPYSAIN965625685
ORICYSAIN9371987097
NUPLRDCIN4597098700
PLAPYSAIN304987830
HUCORDCIN6796739870
ORICYSAIN1235984712
CustomerAcct manager
HUCORDC
NUPLRDC
ORICYSA
PLAPYSA

Hi @coolstrike ,

 

You can create 2 measures.

 

Rank Sales Organisation = RANKX(ALL(Customer[Cust]),CALCULATE(SUM(Customer[Amt])))
 
Rank Sales Manager = RANKX(FILTER(ALL(Customer[Cust],Customer[Acct Manager]),Customer[Acct Manager] = MAX(Customer[Acct Manager])),CALCULATE(SUM(Customer[Amt])))

 

 

1.jpg2.JPG

 

Regards,
Harsh Nathani

Did I answer your question? Mark my post as a solution! Appreciate with a Kudos!! (Click the Thumbs Up Button)

Hi @harshnathani 

 

thanks for your reply and solution. Much appreciated

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