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JoshEnglish's avatar
JoshEnglish
Icon for Helper I rankHelper I
8 years ago
Solved

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?

  • dramus's avatar
    dramus
    8 years ago

    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.

3 Replies

  • JoshEnglish's avatar
    JoshEnglish
    Icon for Helper I rankHelper I
    8 years ago

    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?

  • dramus's avatar
    dramus
    Icon for Continued Contributor rankContinued Contributor
    8 years ago

    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.