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Quenril's avatar
Quenril
Icon for Resolver I rankResolver I
2 years ago
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Create a TopN DAX measure across multiple columns

Hello,   I am trying to create a series of card dashboards for the top performers in our business for each activity type. For each activity type I have a fact table with counts - screenshot example...
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  • Quenril's avatar
    Quenril
    2 years ago

    Hello Ashish,

     

    Amazing, that was so simple, I need to remember that filters applied in Query Editor load so thank you. 

     

    Sorry to be a pain (😶) however I have one final query to finesse this formula.... Depending on the time period I select in my slicer, sometimes the Top N Consultant Name is someone who has actually now left the business. Is there an easy way I can filter the measure to include just current Consultants? I don't want to delete the underlying data in the 'Client Meetings' table as I need that for my aggregate YOY measures etc.

     

    I have a seperate table called 'Consultant lookup' which contains all the names, departments, codes and the dates when each person was joined the business. For people who moved teams internally that is also indicated on this sheet. Is there any way I can use this to limit my Top N formula to just individuals who are still working for our company as of the current date? I can add a further column with a simple 'In the business on current date Y/N' type selection if that helps?

     

    This is an example of my Consultant lookup table:

    Effective from dateConsultant NameDivision
    01/01/2020Consultant ABusiness Tranformation
    01/04/2022Consultant BFinance
    08/04/2022Consultant CBoard
    15/04/2023Consultant DBoard
    07/06/2023Consultant EBusiness Tranformation
    31/10/2023Consultant ADigital & Technology
    31/10/2023Consultant DSales & Marketing
    01/11/2023Consultant FDigital & Technology

     

    Thank you

    Becky

Quenril's avatar
Quenril
Icon for Resolver I rankResolver I
2 years ago

Hi Ashish,

Adding a 'To date' is no problem I can do that for my data without issue. Regardless of the data range selected, I would like only the Consultants who are in the business the date that the dashboard is being viewed to be included (i.e. the live date the line Manager is looking at the report). For example, if Consultant A was top performer and Consultant B second for both March and April 2024, but Consultant A left the business on the 20th April, if I ran the report at the end of March the result would be Consultant A, but if I ran the report at the end of April it would be Consultant B (with Consultant A being excluded from the calculation). Is that possible? 

Thank you

Quenril 

Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
2 years ago

Hi,

Share revised Excel file with a To Date column.  I can try.