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kolovez
Helper I
Helper I

Evaluate sales in a campagin period

Hi all,

 

I have two tables.

 

A transaction table listing items, revenue, posting date and other categorizations such as price adjustment.

Then I have another table listing items, campaign code and start and end date. 

 

I would like to monitor the campaign item sales. Specifically see how much of the sales has been done with a price adjustment = "manually"  in the campaign period (because this shouldn't happen).

 

Campagin table:

kolovez_0-1631880892846.png

 

a random test to illustra the problem

kolovez_1-1631881688596.png

 

 

1 ACCEPTED SOLUTION
v-shex-msft
Community Support
Community Support

Hi @kolovez,

It seems like a common multiple date field analysis requirement, I'd like to suggest you take a look at below blog start end date part it helps:

Before You Post, Read This 

In addition, you can also consider creating a new table to expand and mapping the records:

Solved: Spread revenue across period based on start and en... - Microsoft Power BI Community
Regards,
Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

2 REPLIES 2
v-shex-msft
Community Support
Community Support

Hi @kolovez,

It seems like a common multiple date field analysis requirement, I'd like to suggest you take a look at below blog start end date part it helps:

Before You Post, Read This 

In addition, you can also consider creating a new table to expand and mapping the records:

Solved: Spread revenue across period based on start and en... - Microsoft Power BI Community
Regards,
Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

amitchandak
Super User
Super User

@kolovez , One way is to create a new column in the campaign table from sales

 

example

sumx(filter(Sales, campaign [Business Unit] = sales[Business Unit] && campaign[Item] = sales[Items]

&& Sales[Sales Date] >= campaign[Start Date] && Sales[Sales Date]<= campaign[End Date]), Sales[Sales Amount])

 

and you can use that.

 

Or populate campaign ID in sales tables

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