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rbrechet's avatar
rbrechet
Icon for Helper I rankHelper I
9 years ago
Solved

Mapping one account with two sales rep

Hello dear community.   I am facing the below challenge: I am trying to map salesforce territory with my sales data in order to follow up sales representative performance. This is normally simple...
  • Anonymous's avatar
    Anonymous
    9 years ago

    Alright, so you make a new column in fact table called rep key. The DAX formula looks like this:

     

    Repkey = 'Fact1 Table'[Code]&" "&'Fact1 Table'[Sales rep]

     

    You make a similar column in your rep table:

     

    Repkey = 'Rep Table'[code]&" "&'Rep Table'[Sales rep]

     

    Then you create a relationship between fact table and rep table with these columns.

     

    Then you create a calculated column with this DAX formula:

     

    Total amount = 'Fact1 Table'[Amount] * RELATED('Rep Table'[Split])

     

    Let me know how it goes. I'll gladly elaborate.