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Frequent Visitor

## Totals by Month and Previous Quarter

I am tracking a list of users' total sales for incentive purposes. Incentives are paid on a monthly & quarterly basis, using a point system to determine the incentive. Points are assigned as follows:

0-2 sales : 1 point
3-5 sales : 2 points
5+ sales : 3 points

For some reason I am struggling to figure out how to calculate the total number of points by month & by quarter for each user, including the quarter-to-date totals. Here is an example:

 User Total Jan-23 A 2 Feb-23 A 0 Mar-23 A 3 Apr-23 A 4 Jan-23 B 6 Feb-23 B 0 Mar-23 B 0 Apr-23 B 0 Jan-23 C 0 Feb-23 C 0 Mar-23 C 1 Apr-23 C 0

Any idea how I can produce these results?

 User Total Points Jan-23 A 2 1 Feb-23 A 0 1 Mar-23 A 3 2 Apr-23 A 4 2 Jan-23 B 6 3 Feb-23 B 0 1 Mar-23 B 0 1 Apr-23 B 0 1 Jan-23 C 0 1 Feb-23 C 0 1 Mar-23 C 1 1 Apr-23 C 0 1

 User 1Q points 2Q points (to date) A 2 2 B 3 1 C 1 1
4 REPLIES 4
Frequent Visitor

In my case, the quarterly amount is not a sum of the points, it is based on the sum of the total sales. For example, User A had 5 total sales in Q1, so it should be 2 points. This is where I am struggling the most. I can get the monthly totals working, but I can't figure out how to do it quarterly (and show it in the same matrix if possible). Any ideas?

Community Support

Hi  @saie5073 ,

Here are the steps you can follow：

1. Create calculated column.

``````Month-Year =
FORMAT(
'Table'[Date],"mmm")
&"-"&
FORMAT('Table'[Date],"yy")``````

2. Create measure.

``````Value =
SUMX(
FILTER(ALL('Table'),
'Table'[Month-Year]=MAX('Table'[Month-Year])&&'Table'[User]=MAX('Table'[User])),[Total])``````
``````Point =
SWITCH(
TRUE(),
[Value]>=0&&[Value]<=2,1,
[Value]>=3&&[Value]<=5,2,3)``````
``````1Q points =
SUMX(
FILTER(ALL('Table'),
'Table'[User]=MAX('Table'[User])
&&
YEAR('Table'[Date])=YEAR(MAX('Table'[Date]))&&
QUARTER('Table'[Date])=1
),[Point])``````
``````2Q points =
SUMX(
FILTER(ALL('Table'),
'Table'[User]=MAX('Table'[User])
&&
YEAR('Table'[Date])=YEAR(MAX('Table'[Date]))&&
QUARTER('Table'[Date])=2
),[Point])``````

3. Result:

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

Super User

Hi,

You may download my PBI file from here.

hope this helps.

Regards,
Ashish Mathur
http://www.ashishmathur.com
Super User

@saie5073 The first one should be something like:

``````Points Measure =
VAR __Sum = SUM('Table'[Total])
VAR __Result =
SWITCH(TRUE(),
__Sum < 3, 1,
__Sum < 6, 2,
3
)
RETURN
__Result
``````

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