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RoscoeP
Frequent Visitor

SUM of the values in the lower scope

I have a table with dates, product 1 (order total), product 2 (order total), product 3, region, salesperson, and accounts.

 

Im creating a matrix with Region -> Salesperson -> Account in rows and Product 1, 2, 3 in values.

 

At the account level I want the matrix to show 1 for each product (1, 2, 3) with orders over X for the date range in the slicer.

At the Salesperson level I then want to show the SUM of the 1s (Total number of accounts that had orders over X).

 

What I am currently getting as an output in a 1/true at the Salesperson level as it seems to be looking at the aggregate order totals for all accounts and saying that the aggregate is > X.

 

Any idea how I would properly calculate this?

1 REPLY 1
RoscoeP
Frequent Visitor

As an example the data would look similar to this. The date range would be 1/1/23 - 1/7/23.

RoscoeP_0-1680122361417.png


For each of those accounts, at the account level in the Matrix True/False would show for each account if the total of the orders was over X
Then at the Salesperson level in the matrix (next row up) I would see the count of accounts with order totals > X (The # of trues from the heirarchy level below)

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