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I have a set of data from 3 tables that I want to group into sections in a Matrix.
the source data looks like:
Salesman Table
Salesman | Area | Status |
Salesman 1 | Central | Active |
Salesman 2 | Central | Active |
Salesman 3 | North | Active |
Salesman 4 | East | Active |
Salesman 5 | West | Active |
Salesman 6 | West | Inactive |
Visit Table
Date | Week | Salesman | Customer | Planned | Visited |
4 Jan 21 | 1 | Salesman 1 | Customer 11 | 1 | 0 |
4 Jan 21 | 1 | Salesman 1 | Customer 12 | 1 | 1 |
4 Jan 21 | 1 | Salesman 1 | Customer 13 | 1 | 1 |
4 Jan 21 | 1 | Salesman 3 | Customer 31 | 1 | 1 |
5 Jan 21 | 1 | Salesman 1 | Customer 11 | 1 | 1 |
6 Jan 21 | 1 | Salesman 4 | Customer 41 | 1 | 1 |
12 Jan 21 | 2 | Salesman 1 | Customer 12 | 1 | 1 |
12 Jan 21 | 2 | Salesman 2 | Customer 21 | 1 | 0 |
13 Jan 21 | 2 | Salesman 5 | Customer 51 | 1 | 1 |
20 Jan 21 | 3 | Salesman 2 | Customer 22 | 1 | 1 |
27 Jan 21 | 4 | Salesman 1 | Customer 14 | 1 | 1 |
28 Jan 21 | 4 | Salesman 5 | Customer 52 | 1 | 1 |
Sales Result Table
Date | Week | Salesman | Customer | Quantity | Model | Revenue |
4 Jan 21 | 1 | Salesman 1 | Customer 12 | 1 | Model 3 | 10000 |
4 Jan 21 | 1 | Salesman 1 | Customer 12 | 1 | Model S | 30000 |
4 Jan 21 | 1 | Salesman 1 | Customer 13 | 1 | Model 3 | 12000 |
4 Jan 21 | 1 | Salesman 3 | Customer 31 | 1 | Model S | 28000 |
5 Jan 21 | 1 | Salesman 1 | Customer 11 | 1 | Model 3 | 11000 |
6 Jan 21 | 1 | Salesman 4 | Customer 41 | 1 | Model X | 22000 |
12 Jan 21 | 2 | Salesman 1 | Customer 12 | 1 | Model 3 | 10000 |
13 Jan 21 | 2 | Salesman 5 | Customer 51 | 1 | Model S | 32000 |
20 Jan 21 | 3 | Salesman 2 | Customer 22 | 1 | Model 3 | 9000 |
27 Jan 21 | 4 | Salesman 1 | Customer 14 | 1 | Model S | 30000 |
28 Jan 21 | 4 | Salesman 5 | Customer 52 | 1 | Model 3 | 13000 |
I want to build a Matrix table based on those data, the column headers would be the sum of number of visits a salesman made, the row header would be the sum of quantity of unit he sold, and the value would be the number of salesman.
Quantity \ Visit | 0 | 1 | 2 | 5 | Total |
0 | 1 | 1 | |||
1 | 3 | 3 | |||
2 | 1 | 1 | |||
6 | 1 | 1 | |||
Total | 1 | 3 | 1 | 1 | 6 |
The tricky part that I have a problem with is I want to be able to add a slicer to be able to select the week for the report. I tried using calculated column for sum of visits and sum of quantity but the calculation apparently is not affected by the slicer. I have also tried using measure instead for sum of visits and sum of quantity but could not use it as a header for the matrix column and row.
Is there any way to build a measure or column based on the name of the Measure?
Thanks
Tommy
Solved! Go to Solution.
@hulabalu , to me this seem like binning or dynamic segmentation on a measure using the independent table.
See if these can help
https://www.daxpatterns.com/dynamic-segmentation/
https://radacad.com/grouping-and-binning-step-towards-better-data-visualization
@hulabalu , to me this seem like binning or dynamic segmentation on a measure using the independent table.
See if these can help
https://www.daxpatterns.com/dynamic-segmentation/
https://radacad.com/grouping-and-binning-step-towards-better-data-visualization
Thanks for the response. I used the segmentation using independent table like the one on the video and it worked as expected. kudos
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