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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Filtering Sales by Sales Team

Hello Community, 

 

I am having problems getting a clustered column to show total sales by sales team, compared to the budget of that sales team.   I can get the budgets to work....putting the teams (4 of them) on the x axis, and the budget as the value, shows me the budget by month, per team, when using a filter to select each team.  

 

For the sales, I have a sales table and I have created Groups (grouping the 20 salespeople into the 4 different sales teams).    I cannot get the total sales to show the "actuals" for this year, by month.    If I select a team from the filter menu, the total sales does not change.    

 

I can create standalone measure, per team, like the one below, and this works.  But it requires creating 4 distinct measures (one per team).  But I'm not understanding why I cannot filter the team by using the filters and selecting a team over the total shipped value (per month).    Any ideas?

 

SAM = CALCULATE('FLU_Shipped Orders'[Total Shipped Value],FILTER('FLU_Shipped Orders','FLU_Shipped Orders'[Salesperson (groups)]="SAMs"))

 

 

  • Hi Anonymous ,

     

    To avoid creating multiple measures, you can use ALLEXCEPT function. And you can refer to this video.

     

    Best Regards,

    Icey

     

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

  • Hi Anonymous ,

     

    Is this problem sloved?
     
    If it is sloved, please always accept the replies making sense as solution to your question so that people who may have the same question can get the solution directly.
     
    If not, please let me know.
     
    Best Regards
    Icey

5 Replies

  • Hey Anonymous ,

     

    would it be possible that you provide some sample data and your data model?

    Otherwise this would be just a big guessing game.

     

    Have a nice day Anonymous 

     

    BR,

    Josef

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thank you Josef.   Yes, I realize that was a horribly vauge description....!   :)  

       

      I'm going to try working more with AllExcept but I think in this case it ended up being an issue with relationships.   

       

      Cheers!

  • Icey's avatar
    Icey
    Community Support

    Hi Anonymous ,

     

    To avoid creating multiple measures, you can use ALLEXCEPT function. And you can refer to this video.

     

    Best Regards,

    Icey

     

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

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thank you.   I will try to work on the AllExcept idea to see if that works.  

       

      Cheers!

  • Icey's avatar
    Icey
    Community Support

    Hi Anonymous ,

     

    Is this problem sloved?
     
    If it is sloved, please always accept the replies making sense as solution to your question so that people who may have the same question can get the solution directly.
     
    If not, please let me know.
     
    Best Regards
    Icey