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I have this report that uses my sales_by_salesperson table to plot a bar chart. I also have a table called sales_online with several categories and I want to sum them all into one, as if they were a salesperson called "online" and be included in the legend of the bar chart. How can I do that?
Here is the link to my dashboard.
https://drive.google.com/file/d/1Ay4LF2i0qC0GmXmrqJpOxa39hc9uhwb1/view?usp=drive_link
Solved! Go to Solution.
To accomplish this, I created a calculated table.
Calculated Table =
UNION(
SELECTCOLUMNS(
'sales_by_salesperson',
"_Date", [date],
"_Salesperson", [salesperson],
"_Total", [total]
),
SELECTCOLUMNS(
'sales_online',
"_Date", [date],
"_Salesperson", "Online",
"_Total", [total]
)
)
After relating the new table to dim_calendar based on [Date], I created the following measure:
Sales including Online =
SUMX(
'Calculated Table',
[_Total]
)
Let me know if you have any questions.
After rethinking this, I came up with a solution that doesn't have to duplicate the sales tables. (I'm not sure what I was thinking.)
I created the following dimension table to be related to both fact tables.
Salesperson =
UNION(
DISTINCT( sales_by_salesperson[salesperson] ),
{ "Online" }
)
The measure would be like this.
_Sales =
IF(
SELECTEDVALUE( 'Include Online'[Include Online?] ) = "Yes",
SUMX(
'sales_by_salesperson',
[total]
) +
SUMX(
'sales_online',
[total]
),
SUMX(
'sales_by_salesperson',
[total]
)
)
This makes a lot more sense.
Is there a way to create a data slicer that only displays the option "Online" (on/off)? I want my other categories to be always visible, the user can only choose to display or hide the Online category on the data slicer.
I created a 'Include Online" table as follows and sorted it. (There is Power Query step to rename the [Response] column to [Include Online?].)
Add a slicer using the new table and then I replaced my orignal measure with [_Sales]:
_Sales =
IF(
SELECTEDVALUE( 'Include Online'[Include Online?] ) = "Yes",
SUMX(
'Calculated Table',
[_Total]
),
SUMX(
FILTER(
'Calculated Table',
'Calculated Table'[_Salesperson] <> "Online"
),
[_Total]
)
)
I hope this helps.
To accomplish this, I created a calculated table.
Calculated Table =
UNION(
SELECTCOLUMNS(
'sales_by_salesperson',
"_Date", [date],
"_Salesperson", [salesperson],
"_Total", [total]
),
SELECTCOLUMNS(
'sales_online',
"_Date", [date],
"_Salesperson", "Online",
"_Total", [total]
)
)
After relating the new table to dim_calendar based on [Date], I created the following measure:
Sales including Online =
SUMX(
'Calculated Table',
[_Total]
)
Let me know if you have any questions.
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