Quarterly Bonus Calcs

[jguy]

I'm thinking the best way to achieve what I'm trying to do is through a calculated table, but this will be the first time I've worked with one so I'm not sure. Here's what I'm trying to do:

I'm trying to calculate the quarterly bonuses for my company's sales reps. There are several different sales categories for each rep. The sales figures need to be rolled up by quarter. There sales quotas for each category will also be rolled up by quarter. Once I have that, I can create calculated columns using the different % rates vs the sales and quota figures to get their bonuses.

My problem is, I'm not sure how to get the first parts (rep names and sales/quota numbers) together in a separate table.

Or can this be done better using measures? Apologies, I'm still a bit of a novice when it comes to DAX.

Any ideas? Thank you for your time.

[v-lili6-msft]

hi  @jguy 

please share your sample data and expected output, that will be a great help.

Regards,

Lin

[Greg_Deckler]

@jguy Sorry, having trouble following, can you post sample data as text and expected output?

Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.