Forum Discussion

renatopnovaes's avatar
5 years ago

Group Items Goals

Hi Friends!

I have a sales database (EXCEL) with column with product name, salesperson, supervisor, date of sale, product group, value etc. The company is holding an event, if the sellers sell 3 different products, they reach the goal for that customer. In Excel I made a spreadsheet to follow the goal achievements, however everything was manual. Is there any way I can teach Power BI that product A, B and C are part of a grouping? And if a customer reaches these 3 items in the group, issue a true for hit or false for not hit as in the image?

7 Replies

  • Olá renatopnovaes , if I understood you want to group by customer, summing the product sales, doesn't matter the product? That is it? Could you paste a sample of your data source?

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hello renatopnovaes 
    Please refer to these links
    Link1 
    Link2 
    If it doesn't help you out please share the sample data in the table format with the expected output.

  •  

    If I sell one of the products in the item groupings, I reach the sales goal. But in group four I have 5 different items.

    CTozzi 

      • renatopnovaes's avatar
        renatopnovaes
        Helper I

        i need sell 4 itens from differents groups for Supermercado 1-4 group, but there will be customer channels that will have different goals. Each salesperson has to sell these products to get points and earn commission.