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Anonymous
Not applicable

Transforming Data correctly - A Fleet manager challenge to match fleet data with Sales data, v2

I previously posted this topic but there are additional complication for me that I still face challanges. Appreciate you all have a (2nd) look!

 

As a Spare part sales manager I need to maximise the sales of wear and tear spare parts during periodic maintenances to increase compliance rate.

I like to build a dashboard to fleet managers to show them their performance. (Currently I am doing it in XLS which is painful and very manual long process.)

My challenge is that I cannot connect Fleet potential with Sales Data from my raw data.

How to transform / pivot raw data to match and able to show performance at site level? (The Sales data is not assigned to veichles it is only shows site level detail.)

In the linked file I showed a simplified data set to model my challenges and how I solve them in XLS today.

Thank you for your suggestions ideas how to solve this challenge.

Sample Data 

2 REPLIES 2
wdx223_Daniel
Super User
Super User

wdx223_Daniel_0-1706582522849.pngwdx223_Daniel_1-1706582567210.png

Entitlement = SUMX(SUMMARIZE('Fleet Data',Sites[Site name ],'Fleet Data'[Type]),SUMX('PM Spare Parts Categories',IF(('Fleet Data'[Type]="EV"&&'PM Spare Parts Categories'[Spare Part Categories]="Battery (EV only)")||('Fleet Data'[Type]<>"EV"&&'PM Spare Parts Categories'[Spare Part Categories]<>"Battery (EV only)")||'PM Spare Parts Categories'[Spare Part Categories]="Windscreen Wipers"||'PM Spare Parts Categories'[Spare Part Categories]="Tyres",CALCULATE(SUM('Fleet Data'[Nr Of Veichle ]))*'PM Spare Parts Categories'[Yearly Usage (Total UOM)]*'PM Spare Parts Categories'[ASP (UoM)])))
Sales = SUM('Yearly Sales Data'[Price $])
ComplianceRate = DIVIDE([Sales],[Entitlement])

 

Anonymous
Not applicable

Thank you for your suggested solution! 

Would the Entitlement Calculation work the sameway in my realife scenario I have 51 Spare part category and over 155 vehicle type? Is there any limit to the SUMX function?

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