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A_H's avatar
A_H
Frequent Visitor
7 years ago
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Need help for calculating data

I have the following secnario   Table 1 (Targets) : SalesMan Brand Id Target to achieve PeriodCode PeriodStartDate PeriodEndDate 555 11 10000 Oct-18 01-10-18 31-10-18 555...
  • MFelix's avatar
    7 years ago

    Hi A_H ,

     

    I would create additional tables to make dimension table to relate this two.

     

    SalesMan = SUMMARIZE(ALL(Targets[SalesMan]);Targets[SalesMan])
    
    Brands = SUMMARIZE(ALL(Targets[Brand Id]);Targets[Brand Id])
    
    PeriodCode = SUMMARIZE(ALL(Targets[PeriodCode]);Targets[PeriodCode])

    Also would create an additional column on orderlines to have the period code

    PeriodCode = FORMAT(OrderLines[OrderDate ];"mmm-yy")

    Be aware that this are DAX formulas but this columns and tables can also be created in the query editor.

    Also regarding the period you can also create a calendar table to relate with the other tables.

     

    Then make a realtion ship betwen the 3 new tables and the other 2.

     

    Use the columns on the dimension tables for your data and the rest comes from the other tables (as you can see I added a measure with the difference to target):

     

     

    Check PBI file attach

     

    Regards,

    MFelix