Forum Discussion
How to create a TOP 3 customer each Quarter wise only Current Year and Need to filter Manager Wise
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
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.
3 Replies
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.
IrwanSuper User
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.