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Hello everybody,
I have the following challenge.
The following table is available to me for our sales goals.
Rang | Area | Sales Target |
1 | A | 105% |
2 | B | 104% |
3 | C | 100% |
4 | D | 99% |
The areas must not know each other about the targets. In order to give the areas a feeling for how they are currently standing, I would like to provide the areas with the following table. How can something like this be realized?
Rang | Area | Delta Target |
1 | - | +1% |
2 | B | 104% |
3 | - | -3% |
I would be happy about your support
Solved! Go to Solution.
Hi @SG1080 ,
Assume that each "Area" in your scenario has a Email account. Then we can use RLS like so:
1. Create a "Email" table. I add Area "E", who is a manager of A, B, C, and D, and he can see all records.
Area | |
A | a@test.com |
B | b@test.com |
C | c@test.com |
D | d@test.com |
E | e@test.com |
Note: Don't create realtionships between your "Sales" table and this "Email" table.
2. Create measures.
Area Measure =
VAR SigninArea_ =
MAX ( Email[Area] )
VAR SalesArea_ =
DISTINCT ( ALLSELECTED ( Sales[Area] ) )
RETURN
IF (
NOT ( ISBLANK ( SigninArea_ ) ),
IF (
SigninArea_ IN SalesArea_,
IF ( MAX ( 'Sales'[Area] ) = SigninArea_, MAX ( Sales[Area] ), "-" ),
MAX ( Sales[Area] )
)
)
Sales Target Measure =
VAR SigninArea_ =
MAX ( Email[Area] )
VAR SalesArea_ =
DISTINCT ( ALLSELECTED ( Sales[Area] ) )
VAR SigninTarget_ =
CALCULATE (
SUM ( 'Sales'[Sales Target] ),
FILTER ( ALLSELECTED ( 'Sales' ), 'Sales'[Area] = SigninArea_ )
)
RETURN
IF (
NOT ( ISBLANK ( SigninArea_ ) ),
IF (
SigninArea_ IN SalesArea_,
IF (
MAX ( 'Sales'[Area] ) = SigninArea_,
SigninTarget_,
SUM ( 'Sales'[Sales Target] ) - SigninTarget_
),
SUM ( Sales[Sales Target] )
)
)
3. Create a table visual.
4. Test.
Best Regards,
Icey
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @SG1080 ,
Assume that each "Area" in your scenario has a Email account. Then we can use RLS like so:
1. Create a "Email" table. I add Area "E", who is a manager of A, B, C, and D, and he can see all records.
Area | |
A | a@test.com |
B | b@test.com |
C | c@test.com |
D | d@test.com |
E | e@test.com |
Note: Don't create realtionships between your "Sales" table and this "Email" table.
2. Create measures.
Area Measure =
VAR SigninArea_ =
MAX ( Email[Area] )
VAR SalesArea_ =
DISTINCT ( ALLSELECTED ( Sales[Area] ) )
RETURN
IF (
NOT ( ISBLANK ( SigninArea_ ) ),
IF (
SigninArea_ IN SalesArea_,
IF ( MAX ( 'Sales'[Area] ) = SigninArea_, MAX ( Sales[Area] ), "-" ),
MAX ( Sales[Area] )
)
)
Sales Target Measure =
VAR SigninArea_ =
MAX ( Email[Area] )
VAR SalesArea_ =
DISTINCT ( ALLSELECTED ( Sales[Area] ) )
VAR SigninTarget_ =
CALCULATE (
SUM ( 'Sales'[Sales Target] ),
FILTER ( ALLSELECTED ( 'Sales' ), 'Sales'[Area] = SigninArea_ )
)
RETURN
IF (
NOT ( ISBLANK ( SigninArea_ ) ),
IF (
SigninArea_ IN SalesArea_,
IF (
MAX ( 'Sales'[Area] ) = SigninArea_,
SigninTarget_,
SUM ( 'Sales'[Sales Target] ) - SigninTarget_
),
SUM ( Sales[Sales Target] )
)
)
3. Create a table visual.
4. Test.
Best Regards,
Icey
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@SG1080 what is the logic behind the calculation? What decides the base target ? How come 3 is -3%, isn't it is -4% is base is B - 104%?
Why 4 - D is not showing up?
You have to be detailed about your requirement to get the help? Nobody is going to guess. Read this post to get your answer quickly.
https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
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The basic goal is given by a prediction. The performance of Area A is 1% better than Area B and Area C is 4% worse than Area B. Area B see that the one behind him is 4% worse but not which area exactly. The same in the other direction. Someone is 1% better, but who exactly is they not allowed to see?
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