Solved: Mapping one account with two sales rep - Page 2

rbrechet · ‎08-03-2017

Hello dear community.

I am facing the below challenge:

I am trying to map salesforce territory with my sales data in order to follow up sales representative performance.

This is normally simple but not if two sales representative share one account (one has 40% sales the other 60%).
Do someone has any clue about how to create formula to link sales % split with sales data ?

Many thanks

Anonymous · ‎08-04-2017

Alright, so you make a new column in fact table called rep key. The DAX formula looks like this:

Repkey = 'Fact1 Table'[Code]&" "&'Fact1 Table'[Sales rep]

You make a similar column in your rep table:

Repkey = 'Rep Table'[code]&" "&'Rep Table'[Sales rep]

Then you create a relationship between fact table and rep table with these columns.

Then you create a calculated column with this DAX formula:

Total amount = 'Fact1 Table'[Amount] * RELATED('Rep Table'[Split])

Let me know how it goes. I'll gladly elaborate.

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Mapping one account with two sales rep

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