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yjoshi
New Member

Dynamic Percent total based on date and store

Hi I need help with creating measures. 

 

My data looks like the follows: 

 

Store

Employee

Date

Sales

A

Joe

10/1/2019

2

A

Ron

10/1/2019

3

A

Amy

10/2/2019

1

A

Joe

10/2/2019

3

B

Tammy

10/1/2019

4

B

James

10/1/2019

2

B

John

10/2/2019

1

B

Smith

10/2/2019

2

 

I need to get total sales per day for each store and also be able to create a matrix to get the total sales per month for each store, each employee. 

 

So for example store A my example output would look like this.

 

Also when grouped based on month I want to see 

for joe in in store A had sales of 0.55 (5/9) for month of october. 

 

Store

Employee

Date

Sales

Daily Sales

A

Joe

10/1/2019

2

0.4

A

Ron

10/1/2019

3

0.6

A

Amy

10/2/2019

1

0.25

A

Joe

10/2/2019

3

0.75

B

Tammy

10/1/2019

4

0.67

B

James

10/1/2019

2

0.33

 

1 ACCEPTED SOLUTION

Accepted Solutions
Super User IV
Super User IV

Re: Dynamic Percent total based on date and store

Hi,

See if this works.  You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

3 REPLIES 3
Super User IV
Super User IV

Re: Dynamic Percent total based on date and store

You can create two columns like

	Total sales=
sumx(filter(table,table[Store] = earlier(table[Store]) && table[Date]=earlier(table[Date])),table[Sales])

	

Daily Sales = divide(table[Sales],table[Total sales]

 

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yjoshi
New Member

Re: Dynamic Percent total based on date and store

Hi this function does not work when I drill up to the month. For the Month total, I get the same value as the total for the day.  

 

This is the result I want to get when the data is drilled down to the day

Store

Employee

Date

Sales

Daily Sales Sum

% of Daily Sales

A

Joe

10/1/2019

2

5

40%

A

Ron

10/1/2019

3

5

60%

A

Amy

10/2/2019

1

4

25%

A

Joe

10/2/2019

3

4

75%

B

Tammy

10/1/2019

4

6

67%

B

James

10/1/2019

2

6

33%

 

THis is the result I want when I drill up to the month

 

Store

Date

Employee

Monthly Sales

Monthly Sum of Sales% of Monthly Sum of Sales 

A

October

Joe

5

9

55%

B

October

Tammy

4

6

67%

 

Thanks

 

 

 

Super User IV
Super User IV

Re: Dynamic Percent total based on date and store

Hi,

See if this works.  You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

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