Data Modelling Question for Changing Managers Intra-Year

[Anonymous]

Hi,

I am building a report that contains salespeople's sales, pipeline and quota data in one table. I also have 2 slicers for fiscal periods and each sales manager, so I can filter for each manager's team. This manager information is located in the hierarchy table which details who each salesperson's manager is for each fiscal period. These managers can change from one fiscal period to another. I'm struggling to create a data model that accounts for this changing manager per fiscal period. For example, Jim sold $16 in fiscal period 1 and $20 in fiscal period 2, for a total of $36. Jim's manager in fiscal period 1 was Ashley and his manager in fiscal period 2 was Chris. As is currently stands, when I filter for Ashley, all $36 of Jim's sales come up, when it should be only $16 because Ashley was only Jim's manager in fiscal period 1. 

For reference, I have five tables in my data model:

• Dates
• Quota (quota information for each salesperson by fiscal period)
• Pipeline (pipeline information for each salesperson by fiscal period)
• Sales (sales information for each salesperson by date)
• Hierarchy (employee/manager information for each salesperson by fiscal period)

I have included a screenshot of my data model below as well as sample report with my exact description. Please let me know if there's a better way for me to model my data. 

Sample Dashboard: https://www.dropbox.com/s/kvtoy7zrmns548n/8-12%20Sample.pbix?dl=0

 

I would like this result to be $16 instead of $36.

[Anonymous · Accepted solution]

Hi @Anonymous 

There are too many relationships between your tables, and it is not easy to get result just by building relationships.

You may achieve your goal by measure.

Add a Fiscal Period column to Sales table.

Result:

Then build measures to achieve your goal.

M_Sales = 
VAR _selectvalue =
    SELECTEDVALUE ( 'Hierarchy'[Manager] )
VAR _NameH =
    CALCULATE ( MAX ( 'Hierarchy'[Name] ), 'Hierarchy'[Manager] = _selectvalue )
VAR _FiscalPeriod =
    CALCULATETABLE (
        VALUES ( 'Hierarchy'[Fiscal Period] ),
        'Hierarchy'[Manager] = _selectvalue
    )
VAR _Sales =
    CALCULATE (
        SUM ( Sales[Sales] ),
        FILTER ( Sales, Sales[Name] = _NameH && Sales[Fiscal Period] IN _FiscalPeriod )
    )
RETURN
    IF ( ISFILTERED ( 'Hierarchy'[Manager] ), _Sales, BLANK () )

M_Quota = 
VAR _selectvalue =
    SELECTEDVALUE ( 'Hierarchy'[Manager] )
VAR _NameH =
    CALCULATE ( MAX ( 'Hierarchy'[Name] ), 'Hierarchy'[Manager] = _selectvalue )
VAR _FiscalPeriod =
    CALCULATETABLE (
        VALUES ( 'Hierarchy'[Fiscal Period] ),
        'Hierarchy'[Manager] = _selectvalue
    )
VAR _Quota =
    CALCULATE (
        SUM ( Quota[Quota] ),
        FILTER ( Quota, Quota[Name] = _NameH && Quota[Fiscal Period] IN _FiscalPeriod )
    )
RETURN
    IF ( ISFILTERED ( 'Hierarchy'[Manager] ), _Quota, BLANK () )

Result:

Default:

Select Ashley:

Select Julie:

You can download the pbix file from this link: Data Modelling Question for Changing Managers Intra-Year

Best Regards,

Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. 

[Anonymous]

Thank you!

[amitchandak]

@Anonymous , at first look, There are too many many to many relationships. the need of Hierarchy many to many?

[Anonymous]

In my hierarchy table there are repeat values for each salesperson because there are multiple fiscal periods, so I don't know of a way to create a many to one relationship with this table. Is there a way?