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@Anonymous
Please try the following:
1. Create a table called Country with unique values of the countrycode
2. Create a table called SalesRep with unique values of the SalesRepCode
3. Create following Relationships
Pipeline(Country) - Country(Country)
Pipeline(SalesRep) - SalesRep(SalesRep)
Target(Country) - Country(Country)
4. Create a Line and Stacked column chart, with Shared Axis as Country
5. Column Values as Pipeline
6. LineValues as TargetValue
Then the output should look like
7. Create Separate slicers for SalesRep and Country and see the figures changing dynamically.
If this solves your issue, please accept this as a solution and also give KUDOS.
Cheers
CheenuSing
Could you use a line and bar graph where the bar numbers come from your Sales and the line numbers come from your goals?
Yes that is what I was hoping to do. But can't figure out how. Ive been using Tableau for quite a while and its quite simple to connect 2 different database sets - where i have one data set for sales and the other for targets against each region and sales rep. and i can add refernce lines mapping the data set. Trying to do the same in power BI, but unable to figure to how that is done. Would really appreciate if you could let me know the steps to achieve this.
Hi @Anonymous
Can you share some data and the output you are exactly wnating to get.
Cheers
CheenuSing
Hi @CheenuSing, @v-ljerr-msft,
Below is screenshot of sample data. I basically would like to reflect the sales target data as a line graph within the bar graph and have it move dynamically as and when the country or sales rep is selected. Its easyily possible in tableau, but im really struggling with this in power bi. Would really appreciate if any of you can assist.
Thanks.
@Anonymous
Please try the following:
1. Create a table called Country with unique values of the countrycode
2. Create a table called SalesRep with unique values of the SalesRepCode
3. Create following Relationships
Pipeline(Country) - Country(Country)
Pipeline(SalesRep) - SalesRep(SalesRep)
Target(Country) - Country(Country)
4. Create a Line and Stacked column chart, with Shared Axis as Country
5. Column Values as Pipeline
6. LineValues as TargetValue
Then the output should look like
7. Create Separate slicers for SalesRep and Country and see the figures changing dynamically.
If this solves your issue, please accept this as a solution and also give KUDOS.
Cheers
CheenuSing
Thanks @CheenuSing! That does work .. I had to create another relationship in addition to what you mentioned.
Taret (Sales rep) - Sales Rep.
For some reason i am unable to set cross directional filter as "Both" for all the realtionships. Any idea why?
Hi @Anonymous,
Ive been using Tableau for quite a while and its quite simple to connect 2 different database sets - where i have one data set for sales and the other for targets against each region and sales rep. and i can add reference lines mapping the data set.
What do you mean about adding reference lines? Are you trying to create relationships between your tables in Power BI Desktop?
When you import multiple tables, Power BI allows you to visually set the relationship between these tables or elements. To see a diagrammatic view of your data, use the Relationship view, found on the far left side of the screen next to the Report canvas.
Reference:
How to Manage Your Data Relationships
Create and manage relationships in Power BI Desktop
Regards
Hi @v-ljerr-msft,
Thanks for your response. By refernce lines I basically mean a combined chart of a bar chart with a line graph - where the columns in the bar chart would represent the sales data of a region or sales rep, and the line would represent the target against that region and sales rep. And both column and line would change accoridngly when selected based on the slicer/filters on the report.
I'm unclear of how I could represent the above graph view via "Manage Relationships" option in power BI.
Would be great if an example can be shown so I understand better.
Apologies, i'm a beginner to power bi.
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