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pmargari's avatar
pmargari
Advocate II
2 years ago
Solved

Commissions balance report

 Hello 
I would like to have a way to control the salesmen commissions versus what to pay and at the final get a kind an account balance per salesmen, any tips ideas are more than welcome.

As example the desire output :
I have monthly fixed monthly commissions column D
At quarter I calculate the commission,base on sales,  and will pay 50% column E , the remaining 50% add to year end  Column F

I have all measures calculated just I'm not seeing how I can set a report like this. 

 

Appreciate your help

 



  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi pmargari ,

     

    Since your screenshot doesn't show sales, it's not entirely clear to me how column E in your table is calculated. I did some calculations using my "financials" table and I hope this helps.
    1. Create a measure, find the sum of sales per quarter, and display it in the last month of each quarter.

     

    Measure =
    VAR _sum_q = CALCULATE(SUM(financials[Sales]),FILTER(ALL('financials'),'financials'[Date].[Quarter] = MAX('financials'[Date].[Quarter])))
    RETURN
    SWITCH(MAX('financials'[Date].[Month]),
    "March",_sum_q,
    "June",_sum_q,
    "September",_sum_q,
    "December",_sum_q,
    BLANK())

     

    2. Create a new measure, find half of all sales, and then display it in December.

     

    Measure 2 =
    VAR _sum_y = CALCULATE(SUM(financials[Sales]),ALL('financials')) / 2
    RETURN
    IF(MAX('financials'[Date].[Month]) = "December",_sum_y,BLANK())

     

    If your Current Period does not refer to this, please clarify in a follow-up reply.

     

    Best Regards,

    Clara Gong

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

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi pmargari ,

     

    Since your screenshot doesn't show sales, it's not entirely clear to me how column E in your table is calculated. I did some calculations using my "financials" table and I hope this helps.
    1. Create a measure, find the sum of sales per quarter, and display it in the last month of each quarter.

     

    Measure =
    VAR _sum_q = CALCULATE(SUM(financials[Sales]),FILTER(ALL('financials'),'financials'[Date].[Quarter] = MAX('financials'[Date].[Quarter])))
    RETURN
    SWITCH(MAX('financials'[Date].[Month]),
    "March",_sum_q,
    "June",_sum_q,
    "September",_sum_q,
    "December",_sum_q,
    BLANK())

     

    2. Create a new measure, find half of all sales, and then display it in December.

     

    Measure 2 =
    VAR _sum_y = CALCULATE(SUM(financials[Sales]),ALL('financials')) / 2
    RETURN
    IF(MAX('financials'[Date].[Month]) = "December",_sum_y,BLANK())

     

    If your Current Period does not refer to this, please clarify in a follow-up reply.

     

    Best Regards,

    Clara Gong

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

    • pmargari's avatar
      pmargari
      Advocate II

      Hello Clara, 
      Million thanks for your help ,code and example it was perfect and as you can see already using it 😉 
      Din't put the sales as the column E was already the calculation from sales vs commission table , but you got what was needed.
      What I was looking was a way to show a measure at quarter only  or year !!

       

      Kind regards
      Paulo