RANKX issue: dynamic index column with multiple filters

[Anonymous]

For dataset below, how can I create an index column or measure that indexes agents based on sum of their net sales, given year = 2019 and product = C without actually filtering any columns within Power Query?

I've read a lot of answers here but the solution either doesn't apply or won't work (eg. everything above 1500 is rank 1, 500 to 1000 is rank 2 etc.) so I would really appreciate your assistance. 

Thank you!

Agent	Sales	Year	Product
Sam	1000	2019	A
Sam	200	2017	B
Sam	300	2019	C
Emily	3000	2019	C
Karen	1000	2018	B
Karen	200	2019	C

Rank	Agent	Sales
1	Emily	3000
2	Sam	300
3	Karen	200

[Greg_Deckler]

If you do want it in DAX, then this should work:

Rank = 
VAR __year = MAX([Year])
VAR __product = MAX([Product])
RETURN
RANKX(FILTER(ALL('Table19'),[Year]=__year && [Product]=__product),[Sales],SUM([Sales]))

See Table19, Page 13

[Anonymous]

Hi Greg,

First of all thank you so much for always answering my questions 🙂 

I managed to create the index via measure below:

Rank = rankx(

ALLNOBLANKROW(Table[Agent]),

calculate(sum(Table[Sales])),,desc,dense)

However, if I try to show the region assigned to the agent, instead of ranking the agents by sales and also showing their regions, it ranks agents within the region. For example, 

Agent	Sales	Year	Product	Region
Sam	1000	2019	A	West
Sam	200	2017	B	West
Sam	300	2019	C	West
Emily	3000	2019	C	East
Karen	1000	2018	B	West
Karen	200	2019	C	West

 becomes 

Rank	Agent	Sales	Region
1	Emily	3000	East
1	Sam	300	West
2	Karen	200	West

Is there any way to alter my formula as to disregard regions? 

Thank you in advance. 

[Greg_Deckler]

OK, my original formula didn't have that issue, but I modified yours like this:

Rank2 = 
VAR __table = CALCULATETABLE('Table19',ALLEXCEPT('Table19','Table19'[Agent],'Table19'[Year],'Table19'[Product]),ALLNOBLANKROW('Table19'[Agent]))
RETURN
rankx(
__table,
calculate(sum(Table19[Sales])),,desc,dense)

See attached, Table19

[Anonymous]

I'm not sure why the formula isn't working, even without putting in region. 

It starts with the first 50 all being 1, and at the end goes to 20083 even though there are 283 rows in total. 

[Greg_Deckler · Accepted solution]

It's very difficult to say without seeing your data but try this variation:

Rank4 = 
VAR __agent = MAX([Agent])
VAR __table = SUMMARIZE(ALL('Table19'),[Agent],"__sales",SUM([Sales]))
VAR __table2 = ADDCOLUMNS(__table,"__rank",RANKX(__table,[__sales],,DESC,Dense))
RETURN
MAXX(FILTER(__table2,[Agent]=__agent),[__rank])

[Anonymous]

I just added the filters in an ALLEXPECT and now it works perfectly - thank you so much!

[Greg_Deckler]

Hooray! We got there!

[Anonymous]

I'm sorry, still doesn't work. The ranking isn't based on highest net sales (at least not the one after product & fiscal year filtered anyway).

Thank you for your time! I will keep looking 🙂 

[Greg_Deckler]

So you want a solution in Power Query? In DAX you would use RANKX. In Power Query you would ask for a lifeline from @ImkeF.