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JoshEnglish
Helper I
Helper I

Looking up values from a 2-dimensional table

I have a table that lists quotas by quarter for three teams, where the teams are in each row and the quarters are in columns.

 

I have a query that summarizes sales by team, quarter, and category. The Column headers are Team, Quarter, Category, Amount.

 

I would like to calculate the percentages of each category and quarter against the quota.

 

I cannot find a formula to put into a column that would do this lookup?

 

Is this even possible?

1 ACCEPTED SOLUTION
dramus
Continued Contributor
Continued Contributor

My first thought is that you need to pivot the Team Quotas table. So that you have three columns (Teams, Quarter and Quota). 

 

Then create a summary table of the sales that sums the amount.

Teams Summary = SUMMARIZECOLUMNS('Sales'[Team],'Sales'[Quarter],Sales,"Total Sales",sum(Sales[Amount]))

I then used a lookupvalue() function to find the matching budget for a Team/Quarter and create a column on the new summary table

Budget = lookupvalue('Team Quotas'[Quota],'Team Quotas'[Team],[Team],'Team Quotas'[Quarter],[Quarter])

I can then create a new column for the budget percentage,

Budget Percent = [Total Sales]/[Budget]

I'm sure you could combine some of these steps, but I think this makes it clearer what's going on.

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3 REPLIES 3
dramus
Continued Contributor
Continued Contributor

My first thought is that you need to pivot the Team Quotas table. So that you have three columns (Teams, Quarter and Quota). 

 

Then create a summary table of the sales that sums the amount.

Teams Summary = SUMMARIZECOLUMNS('Sales'[Team],'Sales'[Quarter],Sales,"Total Sales",sum(Sales[Amount]))

I then used a lookupvalue() function to find the matching budget for a Team/Quarter and create a column on the new summary table

Budget = lookupvalue('Team Quotas'[Quota],'Team Quotas'[Team],[Team],'Team Quotas'[Quarter],[Quarter])

I can then create a new column for the budget percentage,

Budget Percent = [Total Sales]/[Budget]

I'm sure you could combine some of these steps, but I think this makes it clearer what's going on.

Thanks. That was the solution. 

JoshEnglish
Helper I
Helper I

I have a table that lists quotas by quarter for three teams, where the teams are in each row and the quarters are in columns.

 

I have a query that summarizes sales by team, quarter, and category. The Column headers are Team, Quarter, Category, Amount.

 

I would like to calculate the percentages of each category and quarter against the quota.

 

I cannot find a formula to put into a column that would do this lookup?

 

Is this even possible?

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