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Helper IV
Helper IV

splitting sales $

hi

I have not been able to find an answer to how to take the sales $ from Sales rep A and split them evenly between 2 reps

for example

Rep A has sales of $1000.00 and is the account manager

Rep B and C are sales support

the BI sales reports needs to split the $1000.00 betwee n B & C

 

Rep B sales $500.00

Rep C sales $500.00

 

any help would be apprecieated. thanks

.

1 ACCEPTED SOLUTION
Community Support
Community Support

Hi @FCF 

In addition to  

Sales for Sales Support =
CALCULATE (
    SUM ( Table1[Sales] ),
    FILTER ( Table1, Table1[Account Manager] = 'Percent'[Account Manager] )
) * 'Percent'[Percent]

Result:

6.png

Best Regards,

Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. 

View solution in original post

3 REPLIES 3
Community Support
Community Support

Hi @FCF 

Could you tell me if your problem has been solved? If it is, kindly Accept the helpful reply as the solution. More people will benefit from it. Or you are still confused about it, please provide me with more details about your table and your problem or share me with your pbix file from your Onedrive for Business.

 

Best Regards,

Rico Zhou

Community Support
Community Support

Hi @FCF 

In addition to  

Sales for Sales Support =
CALCULATE (
    SUM ( Table1[Sales] ),
    FILTER ( Table1, Table1[Account Manager] = 'Percent'[Account Manager] )
) * 'Percent'[Percent]

Result:

6.png

Best Regards,

Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. 

View solution in original post

Super User IV
Super User IV

@FCF , You need to have a mapping table with One column as sales rep A and a second column as sales rep B and C. Prefer to the column for % distribution

 

Cross Join with filter can help. Refer these example from year to date

powerbi Distributing/Allocating the Yearly Target(Convert to Daily Target): https://community.powerbi.com/t5/Community-Blog/Distributing-Allocating-the-Yearly-Target-Convert-to...

 

refer joins: https://www.sqlbi.com/articles/from-sql-to-dax-joining-tables/



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