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Hi, I have an issue calculating which salesperson was responsible for a client/department when an historic invoice was issued.
My tables are similar to these:
Invoices:
InvoiceID | Client | Department | InvoiceDate |
100 | 1 | A | 01.01.2023 |
101 | 1 | A | 01.02.2023 |
102 | 2 | A | 01.01.2023 |
Salespersons per Client/Department over time:
Client | Department | SalesPerson | From | To |
1 | A | JW | 01.06.2022 | 15.01.2023 |
1 | A | MS | 16.01.2023 | 01.06.2023 |
2 | A | MS | 01.01.2022 | 31.12.2023 |
Is there a way to get a calculated column in Invoices reflecting which salesperson was responsible for Client/department when invoice was issued (based on invoice date)? Meaning Invoice 100 would be assigned JW and 101 would be MS.
Or any other better approach?
Thanks a lot!
Solved! Go to Solution.
You could create a calculated column like
Salesperson =
VAR InvoiceDate = 'Invoices'[Invoice Date]
VAR Client = 'Invoices'[Client]
VAR Department = 'Invoices'[Department]
RETURN
SELECTCOLUMNS (
FILTER (
'Salespersons',
'Salespersons'[Department] = Department
&& 'Salespersons'[Client] = Client
&& 'Salespersons'[From] <= InvoiceDate
&& (
'Salespersons'[To] >= InvoiceDate
|| ISBLANK ( 'Salespersons'[To] )
)
),
"@val", 'Salespersons'[SalesPerson]
)
You could create a calculated column like
Salesperson =
VAR InvoiceDate = 'Invoices'[Invoice Date]
VAR Client = 'Invoices'[Client]
VAR Department = 'Invoices'[Department]
RETURN
SELECTCOLUMNS (
FILTER (
'Salespersons',
'Salespersons'[Department] = Department
&& 'Salespersons'[Client] = Client
&& 'Salespersons'[From] <= InvoiceDate
&& (
'Salespersons'[To] >= InvoiceDate
|| ISBLANK ( 'Salespersons'[To] )
)
),
"@val", 'Salespersons'[SalesPerson]
)
Hello,
The best way (IMO) is to join the 2 tables directly in an SQL query.
it would be something like :
A JOIN B on A.invoice_date >= b.from and a.invoice_date < b.to
< or <= depends on the original data model 🙂
Thanks for the suggestion @Thomas_Daubert , I don't have access to SQL directly, but I am sure this could have worked well too
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