A cross table complex condition

[Lily36876]

Hi Experts!

I have two tables, one containing the monthly incentive amount for each store counter, and the other containing the sales personnel for each store counter and whether they have reached the monthly target. I want to calculate the incentive amount for each store counter to be evenly distributed only among the sales personnel who have reached their monthly targets.

[ryan_mayu]

how to calculate the incentive column?

[Lily36876]

Identify sales in the store who have achieved the performance targets, and then evenly distribute the incentive.

[ryan_mayu]

why there is no value for 078?

[Lily36876]

078 didn't reach the target in 2024/01 ,so can't got the incentive~

Thanks

[ryan_mayu]

you can do this in PQ

pls see the attachment below

[Lily36876]

Yes It's what I want!!!

But the pivot table I provide is after summerize in Dax

[v-xinruzhu-msft · Accepted solution]

Hi @Lily36876 

The solution @ryan_mayu  provided is excellent, I want to offer some more information for you to refer to, the sample data is the same as you provided.

You can create the following measure.

MEASURE =
VAR a =
    CALCULATE (
        MAX ( 'Monthly incentive amount'[Incentive] ),
        'Monthly incentive amount'[ShopNo]
            = MAX ( 'Sales personnel store counter'[ShopNo] ),
        'Monthly incentive amount'[YearMonth]
            = MAX ( 'Sales personnel store counter'[YearMonth] )
    )
VAR b =
    CALCULATE (
        COUNTROWS ( 'Sales personnel store counter' ),
        ALLSELECTED ( 'Sales personnel store counter' ),
        'Sales personnel store counter'[ShopNo]
            IN VALUES ( 'Sales personnel store counter'[ShopNo] ),
        'Sales personnel store counter'[YearMonth]
            IN VALUES ( 'Sales personnel store counter'[YearMonth] ),
        'Sales personnel store counter'[Achieve] = "YES"
    )
RETURN
    IF (
        MAX ( 'Sales personnel store counter'[Achieve] ) <> BLANK (),
        DIVIDE ( a, b )
    )

Output

Best Regards!

Yolo Zhu

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

[Lily36876]

Thanks for your amazing and useful and right solution!!!!

[ryan_mayu]

you can group by data in PQ.

https://learn.microsoft.com/en-us/power-query/group-by?wt.mc_id=DP-MVP-5004616

or pls provide the raw data