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BalajiBuddha's avatar
BalajiBuddha
Frequent Visitor
1 month ago
Solved

I need help here

  Issue Description I have selected E-Mail activities and added the Salesperson Name field in the report. When I use Salesperson Name from the SALESPERSON_C4C table, the E-Mail...
  • MFelix's avatar
    MFelix
    1 month ago

    Hi BalajiBuddha ,

     

    Without additional information is difficult to replicate the error, usually this happens when you are using a field from a table that makes the change in the granularity basically when you "join" two fields that aren't related.

     

    You refer that you have also a salesperson on the appointment table, does those columns match the values when you get the information from the activity table or is there any difference between both meaning that the salesperson that comes directly from the appointment is not the same has the one from the activity?

     

    You can try and make a couple of changes to the measure or create an inactive relationship between appointment and salesperson and USERELATIONSHIP syntax.

     

    Try one of the following codes:

    Number of all Appointments_App =
    CALCULATE (
        COUNTROWS (
            SUMMARIZE (
                Appointment_involved_parties_c4c,
                Appointment_involved_parties_c4c[Appointment Key],
                SalesPersons_c4c[Salesperson Name]
            )
        ),
        Appointment_involved_parties_c4c[Role] IN { "Owner", "Attendee" },
        Activity_and_visit_c4c[Type Lvl 2_1] <> BLANK ()
    )

     

    Other option is to create the inactive relationship and use this one:

    Number of all Appointments_App =
    CALCULATE (
        COUNTROWS (
            SUMMARIZE (
                Appointment_involved_parties_c4c,
                Appointment_involved_parties_c4c[Appointment Key],
                SalesPersons_c4c[Salesperson Name]
            )
        ),
        Appointment_involved_parties_c4c[Role] IN { "Owner", "Attendee" },
        Activity_and_visit_c4c[Type Lvl 2_1] <> BLANK (),
        USERELATIONSHIP(SalesPersons_c4c[SalesPerson Key],Appointment_involved_parties_c4c[SalesPerson Key])
    )
  • MohamedFowzan1's avatar
    MohamedFowzan1
    1 month ago

    Hi Balaji

     

    Looking at the measure, i dont see a sales person key used

     

    Can you confirm whether APPOINTMENT_INVOLVED_PARTIES_C4C has a Salesperson Key/Employee ID column, or only the Salesperson Name?

     

    If it only has the name, the bridge should be built on Salesperson Name only if its unique

     

    Could you also confirm the relationship between ACTIVITY_AND_VISIT_C4C and APPOINTMENT_INVOLVED_PARTIES_C4C? Is it directly on Appointment Key

     

    And also the code would be the below only if If APPOINTMENT_INVOLVED_PARTIES_C4C contains the same Salesperson Key/Employee ID that's used in ACTIVITY_AND_VISIT_C4C

     

    Bridge_Salesperson =

    DISTINCT (

        UNION (

            SELECTCOLUMNS (

                SALESPERSON_C4C,

                "Salesperson Key", SALESPERSON_C4C[Salesperson Key],

                "Salesperson Name", SALESPERSON_C4C[Salesperson Name]

            ),

            SELECTCOLUMNS (

                APPOINTMENT_INVOLVED_PARTIES_C4C,

                "Salesperson Key", APPOINTMENT_INVOLVED_PARTIES_C4C[Salesperson Key],

                "Salesperson Name", APPOINTMENT_INVOLVED_PARTIES_C4C[Salesperson Name]

            )

        )

    )

     

    Then create the following relationships:

    Bridge_Salesperson[Salesperson Key] (1) → ACTIVITY_AND_VISIT_C4C[Salesperson Key] (*)

    Bridge_Salesperson[Salesperson Key] (1) → APPOINTMENT_INVOLVED_PARTIES_C4C[Salesperson Key] (*)

    Then use Bridge_Salesperson[Salesperson Name] in your slicer and visuals instead of using the Salesperson field from either table.