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rrafferty37's avatar
rrafferty37
Icon for Helper I rankHelper I
7 years ago
Solved

Show all customer records in Table Visual

Hello,

 

I am trying to list for a specific sales territory every customer record that we have along with those customers QTD Sales. 

 

QTD Net Sales = TOTALQTD([Net Sales], 'Date'[Date])

When I add the above measure to my table visual, any customer without a record of sale in this time frame is excluded from the list.  How can I circumvent this? 

 

The goal here is to show what customers have yet to be called/contacted in the current quarter, showing us where there could be opportunity.  


The columns in the table are as follows:
CustomerID, Customer Name, QTD Sales, LQTD Sales, QTD Variance, QTD Variance %

Filter by Sales Territory

 

Sales Table: Customer ID, Customer Name

Territory Table: Sales Territory. This is connected to the sales talbe by the territory field (one to many).

 

Thanks so much!

  • on your customer  ID, please check the show items with no data

1 Reply

  • mussaenda's avatar
    mussaenda
    Icon for Community Champion rankCommunity Champion

    on your customer  ID, please check the show items with no data