Creating Benchmark Values

[slacey]

Hey all,

So I've been working on a sales analysis dashboard and I'm having some trouble. One of the data points I need is Average Deal Size for each sales rep. I have no problem calculating that - I just simply created a measure that calculates average deal size and I can filter by the rep on the dashboard. However, when creating my KPI I want to set benchmarks for average deal size for each region. How I go about this is by finding the average deal size for each rep and then take the Kth percentile to calculate the benchmark value in each region. Two problems arise with this: 

1) I am unable to calculate a percentile with a measure ( I need a column)

2) Once I worked around that and created a column of average deal sizes by region and rep I was able to calculate a benchmark value. The only problem is that this value did not change when I filtered by date. 

I attached a photo to show what I am trying to get because I know my wording may have been confusing. I really appreciate any help!

[v-yuta-msft]

Hi slacey,

To be general, you can follow DAX below to create your measure and check if it can meet your requirement.

Measure =
CALCULATE (
    PERCENTILE.EXC ( Table[Value], Your_Percentage ),
    ALLSELECTED ( Table[Date] )
)

or

Measure =
CALCULATE (
    PERCENTILE.EXC ( Table[Value], Your_Percentage ),
    ALLSELECTED ( Table )
)

In addtion, it seems like no photo has been uploaded, so If you still have doubt, could you provide more details about your expected requirement?

Regards,

Jimmy Tao