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mail2vjj's avatar
mail2vjj
Icon for Helper III rankHelper III
8 years ago

Calculation using PATH function Hierarchy

Hello everyone,

 

I am trying to do a calculation based on a hierarchy.

 

I have a table with Names and their Parents and I have created a hierarchy using the PATH function.

 

I have sales data in another table and from that data based on the hierarchy I am trying to calculate the commission.

 

This is the picture of my hierarchy:

 These are all the Paths that I have created and the link to the files is at the end of the message.

 

 

 

 

This is my Sales Table:

 

DateNameSales
01-01-18A10
01-01-18B20
01-01-18C50
01-01-18D30
01-01-18E40
01-01-18F60
01-01-18G20
01-01-18H30
01-01-18I60
02-01-18A20
02-01-18B40
02-01-18C30
02-01-18D50
02-01-18E10
02-01-18F20
02-01-18G30
02-01-18H30
02-01-18I20

 

 

This is my Total Sales Table along with the Desired Commission results:

NameSalesCommission 1Commission 2
A301014
B6012.513.9
C8014.514.5
D801511
E5055
F8088
G5055
H6066
I8088

 

I have 2 ways to calculate commission.

 

First:

Commission on own sale (10%) + Commission for every sub-branch of the hierarchy (5%).

 

For eg. For B, own sale is 60 and sub-branch sales for D and E are 80 & 50 respectively, so total is 130.

So Commission for B is (60*10%) + (130*5%) = 12.5

 

For eg. For D, own sale is 80 and sub-branch sales for H and I are 60 & 80 respectively, so total is 140.

So Commission for B is (80*10%) + (140*5%) = 15

 

Second:

Commission on own sale (10%) + Commission from every sub-branch (5%) and sub-sub branches of the hierarchy (1%).

 

For Eg. For A, own sale is 30, sub-branch sales for B and C are 140 and all other sub-sub-branches (D,E,F,G,H,I) total is 400

So Commission for A is (30*10%) + (140*5%) + (400*1%) = 14

 

Similarly Commission for B, Own Sale is 60, sub-branch sales for D and E are 80 & 50 respectively and sub-sub-branch sale for H and I are 60 and 80 respectively.

So Commission for B is (60*10%) + (130*5%) + (140*1%) = 13.9

 

Ths following is the link to my Excel file and the PBIX file.

https://1drv.ms/f/s!Ap0qSKP-4qpThCc1sSXanmibgIff

 

It would be great if anyone can help me with this.

 

Thank you,

 

Vishesh Jain

30 Replies

  • Hi everyone,

    I am trying to come up with a DAX code for my problem and this is where I have reached so far.

    Thinking of my problem in DAX terms, for calculation of the commission 2 conditions need to be satisfied.
    1. The Path should contain the name of the parent for which we are calculating the commission.
    2. The Hierarchy Depth of the parent should be less than the child, on the basis of which the commission percentage will be decided and the commission will be calculated.

    This is the code that I have come up with so far, and obviously it is not working, because for some reason I do not understand, the EARLIER function is not working.

    Commission 2 = IF(
    AND(
    CONTAINS(Sales, Sales[Name_Path], (Sales[Name])),
    Sales[Hierarchy_Depth] < Sales[Hierarchy_Depth]), Sales[Sales]*0.05, 0)

    If someone can explain to where am I going wrong or what can be done to get it right, please do let me know.

    Any help is appreciated.

     

    Thank you,

     

    Vishesh Jain

    • Zubair_Muhammad's avatar
      Zubair_Muhammad
      Icon for Community Champion rankCommunity Champion

      Hi mail2vjj

       

      Please try this MEASURE

       

      Commission1 =
      VAR myparent =
          SELECTEDVALUE ( Sales[Name] )
      VAR Children_ =
          ADDCOLUMNS (
              CALCULATETABLE (
                  VALUES ( 'Hierarchy'[Name] ),
                  FILTER ( ALL ( 'Hierarchy' ), 'Hierarchy'[Parent] = myparent )
              ),
              "MySales", CALCULATE (
                  SUM ( Sales[Sales] ),
                  FILTER ( ALL ( Sales ), Sales[Name] = EARLIER ( 'Hierarchy'[Name] ) )
              )
          )
      RETURN
          SUMX ( Children_, [MySales] ) * .05
              + SUM ( Sales[Sales] ) * .1
      • Zubair_Muhammad's avatar
        Zubair_Muhammad
        Icon for Community Champion rankCommunity Champion

        mail2vjj

         

        I am not sure if above is the best way to do it...
        But atleast it works with your sample data:smileywink: