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gustalem
Helper I
Helper I

How to link Sales and Target tables?

Hi everyone, 

 

I have 3 tables, dates, sales and customers, and also I have to add an Target table, how can be created how I want, so I can decide which way is better.

 

Sales table has 4 columns:

Date | CustomerID | Product | Amount

 

Customer has 4 columns:
CustomerID | SalesPerson| Supervisor | Sales Manager
Each customer are always selled by the same person, so each CustomerID has only one SalesPerson. 

Date is a common date table. 

Now, about the Target Table I have some issues, and I can't find how to keep on.  I have tagets to each SalesPerson, Supervisor and Sales Manager. The Sales Manager's target, are the sum of all the supervisor under him/her. The same for Supervisor, his/her target are the sum of all the SalesPerson under him/her.

How should I do the target table, and link to sales, customer or date to make it work well?

Thank you in advance to everyone. 🙂

1 REPLY 1
amitchandak
Super User
Super User

@gustalem , You should link it with the common date and customer table.

 

In case values are monthly or yearly refer

PowerBI Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-C...

 

Power BI Distributing/Allocating the Monthly Target(Convert to Daily Target): Measure ( Daily/MTD): https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Monthly-Target-...

 

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