YTD Sales per Salesrep + Date Slicer

[Nicolas]

Hello all!

I'm trying to make a clustered column chart with Last Year Sales and Current Year Sales side-by-side PER SalesRep.

The columns with the data come from several different tables. That's why I'm thinking about creating a new table to group all the columns coming from the different tables.

So the table would look like:

Entry #	Date	Rep ID	Rep Name	OrderTotal
1250	9/8/2015	1	John	$         599.00
1251	10/10/2015	2	Paul	$         451.00
1252	12/15/2015	2	Paul	$         238.00
1253	3/30/2016	1	John	$         773.00
1254	6/4/2016	1	John	$     1,740.00
1255	8/17/2016	2	Paul	$     1,223.00
1256	9/17/2016	1	John	$         874.00

1. Which DAX Function would help me to import all the columns from different tables in one new Table?

2. How could I do the SUM of Sales per Year per Salesmen and display it in a clustered chart? I would then like to slice it per Month/Week/Day.

I made a little graph on illustrator to show what the final chart should look like:

Thanks so much for your help!

[TrebligC]

You'd probably want to change the Custom Column [Month] formula to Month = FORMAT(MONTH(Table1[Date]),"MMMM") to get the full month name in your slicer as you had shown.

[Greg_Deckler · Accepted solution]

You should probably do your merging in the Query Editor, not DAX.

If you had the table as you describe, you could create your chart by using "Rep Name" as the axis, "OrderTotal" as the value. You could create a column like:

Year = YEAR([Date])

Use that as your legend.

Create these two columns for your slicers:

WeekNum = WEEKNUM([Date])

Month = MONTH([Date])