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Nicolas
Frequent Visitor

YTD Sales per Salesrep + Date Slicer

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 #DateRep ID     Rep NameOrderTotal
12509/8/20151John $         599.00
125110/10/20152Paul $         451.00
125212/15/20152Paul $         238.00
12533/30/20161John $         773.00
12546/4/20161John $     1,740.00
12558/17/20162Paul $     1,223.00
12569/17/20161John $         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:

Sales Per Week Per Salesmen with Slicer-01-01.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Thanks so much for your help!

 

 

 

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

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])

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View solution in original post

2 REPLIES 2
TrebligC
New Member

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
Super User
Super User

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])

Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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