How to create a TOP 3 customer each Quarter wise only Current Year and Need to filter Manager Wise

[Anonymous]

Hi,

Please help me  how to show Each Quarter top Customer Name with Values in Manager Wise

i have attached below 3 Tables

1, Customer details table

2. Manager wise Target 

3. Customer Wise Achievement details

Looking Result like below if i select Jhon then only Jhon top 3 customer for each Q1 need to show.

Kindly help 

[Anonymous · Accepted solution]

Hi @Anonymous ,

Thanks Irwan  for the quick reply. Please allow me to offer some other thoughts:

(1)We can create a column.

Index =
RANKX (
    FILTER (
        'Customer Wise Achievement details',
        [Manager] = EARLIER ( 'Customer Wise Achievement details'[Manager] )
            && 'Customer Wise Achievement details'[Quart]
                = EARLIER ( 'Customer Wise Achievement details'[Quart] )
    ),
    [Achv],
    ,
    DESC
)

(2) Create matrix visual object and set filtering [Index<=3].

Best Regards,

Neeko Tang

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

[Irwan]

hello @Anonymous 

i assumed you have reached to Table number 3 (Customer Wise Achievement details).

so from there, here is an example.

1. create a calculated column to define number of quarter from month name

Quart =
var _Month = CONVERT("2024-"&'Table'[Month]&"-01",DATETIME)
var _Quarter = QUARTER(_Month)
Return
CONCATENATE("Q",_Quarter)

2. create a new table with following DAX.

Summarize =
TOPN(
    3,
    SUMMARIZE(
        'Table',
        'Table'[Quart],
        'Table'[Customer Name],
        'Table'[Achv]
    ),
    'Table'[Achv],
    DESC
)

3. use matrix visual

Hope this will help.

Thank you.

[Anonymous]

Hi Irwan,

Thank your for Quick reply,

Its woring fine, but its reflecting only overall 3 customer i need manager wise, i am using slicer filter for each Manager.