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WavePkjnm242
Frequent Visitor

Count transactions based on multiple variables from another table, including date ranges

Good afternoon kind Power BI users,

 

Here's a simplified version of my challenge:

 

I have a table of transactions and a table of salespeople and their team affiliations. People move from team to team frequently, and I have the start and end dates for each team affiliation.

 

WavePkjnm242_1-1671223278533.png

 

WavePkjnm242_2-1671223288800.png

 

 

In the Transactions table, the team that made the sale has not been recorded, just the individual SalespersonID. (The AttributeToTeam column does not actually exist.)

 

I need to count sales per team for the last 4 years. How can I do this? I'd like to just add a "Team" column to the transactions table, but I would need to create that based on the SalespersonID and SaleDate—in conjunction with the TeamDateFrom and the TeamDateTo in the EmployeeTeamDates table.

 

In other words, the AttributeToTeam column in the Transactions table is what I don't know how to build, and maybe a column like that is not the best solution. It could be a new table, anything...

 

Also note, the null values in the TeamDateTo column indicate that the person is a current employee.

 

Any thoughts? Here's a pbix:

 

TransactionsByTeam_pbix 

 

Thank you!

 

Nick

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@WavePkjnm242 , This SCD case, refer

 

SCD
Guyinacube - https://www.youtube.com/watch?v=tKeaQpWynzg

https://www.youtube.com/watch?v=E1ZABKBpkdg

https://www.zartis.com/scd-implementation-with-temporal-tables-in-power-bi/

regression like scatter visual

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

2 REPLIES 2
WavePkjnm242
Frequent Visitor

I am schooled and humbled. Thank you!

amitchandak
Super User
Super User

@WavePkjnm242 , This SCD case, refer

 

SCD
Guyinacube - https://www.youtube.com/watch?v=tKeaQpWynzg

https://www.youtube.com/watch?v=E1ZABKBpkdg

https://www.zartis.com/scd-implementation-with-temporal-tables-in-power-bi/

regression like scatter visual

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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