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nailed
Frequent Visitor

Count GROUP BY Manager Level

Hi Eryone,

 

I'm really having a hard time with this issue, can I make the accumulated number of targets from each team go to the top level? Using GROUP By or something else? This is also related to the number of sales per team leader or per regional leader.

 

Target.jpg

 

What I want is to add up the targets/sales per leader, per senior leader, to the regional leader.

Can you help me to solve this problem?

 

Thank you

1 ACCEPTED SOLUTION
ebeery
Memorable Member
Memorable Member

@nailed sure, just create a card visual on the same page.  By default, clicking on a level in the matrix will also filter the card (cross-filtering interaction).

ebeery_0-1640831170364.png

 

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5 REPLIES 5
v-henryk-mstf
Community Support
Community Support

Hi @nailed ,

 

Whether the advice given by @ebeery  has solved your confusion. If it has been solved, you can mark the correct response as the standard answer to help the other members find it more quickly. If not, please point it out.


Looking forward to your feedback.


Best Regards,
Henry

smpa01
Community Champion
Community Champion

@nailed  provide a samll sample data and expected output based on the data.

 

upload a sample pbix in 1/g drive and share the link here

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ebeery
Memorable Member
Memorable Member

@nailed can you just create a Matrix visual, and add Regional Leader ID, Senior Team Leader ID, and Team Leader ID to the "Rows"?

See below example with dummy data.

ebeery_0-1640827611009.png

 

nailed
Frequent Visitor

Okay, thank you @ebeery . And is it possible for me to create a visualization card of the target when I click/select per level?

ebeery
Memorable Member
Memorable Member

@nailed sure, just create a card visual on the same page.  By default, clicking on a level in the matrix will also filter the card (cross-filtering interaction).

ebeery_0-1640831170364.png

 

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