Calculating Sales when category is upgraded

[santoshlearner2]

Need Help - Calculating Sales when category is upgraded yesterday I am a learner, learning from all of you wonderful people.

I am stuck with a problem tried all the ways but cannot get it.

I have 4 categories of salespeople Ranked as per the highest

1) Diamond(Top Category)

2)) Gold (2nd)

3) Silver (3rd)

4) Bronze (4th)

Have sales figures likes this Category / Sub Category/ Sales ID / Sales Person.

Wanted to know if there are 3 people in Silver category, in April 23, the supervisor moved them on May 23 to Gold then what was the incremental / lower business done. Sales ID is Unique, Out of all people in silver category, 3 people in April 23 figures were like this ID 1 – 100 ID 2- 240 ID 3- 124 If in May 23 since their boss moved them to upper category for eg gold their figures become like this ID 1 – 120 ID 2- 250 ID 3- 140 Incremental nos is 46 with count 3, similary even after moving them up if they don’t done anything when what is the cumulative figures. Thanks every one

[santoshlearner2]

Thank you for your help, it was very sweet of you to do so. Thank you

[v-tangjie-msft · Accepted solution]

Hi @santoshlearner2 ,

According to your description, here are my steps you can follow as a solution.

(1) This is my test data.  

(2) We can create a measure. 

Incremental Sales = 
   CALCULATE(SUM(Sales[Sales]),FILTER(Sales,Sales[Category]="Gold" &&  Sales[Sales ID] IN {1,2,3})) -
   CALCULATE(SUM(Sales[Sales]),FILTER(Sales,Sales[Category]="Silver" &&  Sales[Sales ID] IN {1,2,3}))

(3) Then the result is as follows.

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

Best Regards,

Neeko Tang

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