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Anonymous
Not applicable

Sales for only Reps who have reached a certain status at any point

Hi,

I have some sales data where I want to focus on those sales reps who hit a Tier 1 status at any point in their tenure.  I think I need two measures to calculate the sales for that rep and the duration that they have been active.

 

I know I could use a slicer but I really need the space so I was hoping to use two measures and filter the data to only show reps who ever hit tier 1 status (at any point).

 

I am trying to create a measure using a filter to isolate only those reps but I keep running into the fact that I am using a text field to filter this.   Is there an easy way to do this?  Thanks

 

 

Sales RepyearStart DateOld TierNew TierAmount
A20206/1/2020431000
B20211/1/2021331000
C20211/1/2021231000
D20211/1/2021431000
A20221/1/20223110000
B20221/1/2022321000
      
      
Result SalesA   11000
Result DurationA   1.5 Years

 

1 ACCEPTED SOLUTION
v-yalanwu-msft
Community Support
Community Support

Hi, @Anonymous ,

You could add a card visual ,then put amount column in it.

Then filter the column is"A".

vyalanwumsft_0-1657529336087.png

The final show:

vyalanwumsft_1-1657529350115.png

As duration, you could create a measure.

Duration = ( CALCULATE(DATEDIFF(MIN('Table'[Start Date]),MAX('Table'[Start Date]),MONTH),FILTER(ALL('Table'),[Sales Rep]="A"))-1)/12 &"Years"

The final show:

vyalanwumsft_2-1657529399391.png


Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-yalanwu-msft
Community Support
Community Support

Hi, @Anonymous ,

You could add a card visual ,then put amount column in it.

Then filter the column is"A".

vyalanwumsft_0-1657529336087.png

The final show:

vyalanwumsft_1-1657529350115.png

As duration, you could create a measure.

Duration = ( CALCULATE(DATEDIFF(MIN('Table'[Start Date]),MAX('Table'[Start Date]),MONTH),FILTER(ALL('Table'),[Sales Rep]="A"))-1)/12 &"Years"

The final show:

vyalanwumsft_2-1657529399391.png


Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous
Not applicable

Thanks!

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