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SpartakO1's avatar
SpartakO1
Icon for Helper I rankHelper I
5 years ago
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Filter by manager - by period

hello

I wanted to ask for the right approach to be used in the data structure that I would like to make.

I have different sources to arrive at a complete datum. I would like to have a slicer to filter the group of sellers by referring to the manager, which of course changes periodically.

I have the list of sellers (unique values) with its ID that I use to connect on different data tables.
I have an automatic calendar
I have a schedule with the seller’s schedule with the manager’s name next to it on a day basis. this table is linked to the calendar by the date.

If filter by manager using the manager field I do not have an accurate data,
What do you suggest to avoid miscalculations on a day/week/month basis?

Need Help
  • SpartakO1's avatar
    SpartakO1
    5 years ago

    Hello, 

    I founded something that can work for this purpose, analyzing better the star scheme. I'm going to use SCD type 2 approach for the historical data.

     

    Thanks 

     

5 Replies

    • SpartakO1's avatar
      SpartakO1
      Icon for Helper I rankHelper I
      5 years ago

      Hi,

       

       

       Manager and target changes often during the year, for the target i need to use a weighted target based on the volumes. 

      even on other calculation if I choose manager from this table I am facing problems

       

      Thanks for your attention!

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        5 years ago

        HI SpartakO1,

        I think you can create a mapping table to mapping users and manges, then you can filter on the fields which used to remark the user roles to accurate filter records of manages.

        Regards,

        Xiaoxin Sheng

  • SpartakO1's avatar
    SpartakO1
    Icon for Helper I rankHelper I
    5 years ago

    Hello, 

    I founded something that can work for this purpose, analyzing better the star scheme. I'm going to use SCD type 2 approach for the historical data.

     

    Thanks