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ksoltvedt's avatar
ksoltvedt
Regular Visitor
3 years ago

Splitting customer turnover

Dear, I am having difficulty with following: I have customerdata which I would like to attribute to our account managers. Most of the customers have a direct relationship with only one AM, but ...
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ksoltvedt's avatar
ksoltvedt
Regular Visitor
3 years ago

I no longer can show any value. 

I get following error message now, additionally to the prior issues.

I clustered the naming, to hopefully make it a bit more easy to comprehend.

With following error message

And the measure as is

Weighted income =
SUMX (
    F_Invoices,
    VAR weightedcalc =
        LOOKUPVALUE (
            Dim_CustomerSplit[WEIGHT],
            Dim_CustomerSplit[CUSTOMER_NAME], F_Invoices[AA_Name_Customer],
            Dim_CustomerSplit[ACCOUNT_MANAGER], F_Invoices[AA_AccountManager]
        )
    RETURN
        F_Invoices[AA_IncomeExc] * weightedcalc
)

Best regards,
Ken
  • johnt75's avatar
    johnt75
    Super User
    3 years ago

    There must be more than one entry for at least one combination of customer and account manager

    • ksoltvedt's avatar
      ksoltvedt
      Regular Visitor
      3 years ago

      I just wanted to add following:


      This is the whole idea.

      I have some customer (of whom I only have 1 value in the fact table), but I want to split those across the account managers. Others only have 1 account managers contribution. Therefor I would want to have a matrix level performance in which I can see both the total value and split performance of the customers where it is necessary and other customers where there is only 1 account managers attributing to the customer.

      Hope this is a bit clear?

      Br,

      Ken