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Aggro
Frequent Visitor

Calculate Salesperson's Commission Tier

I have a table_a contains salesperson's commission data and is grouped by month. I want to find out it's commission tier in table_b, and below is the tables' info. I want to show the salesperson's sales tier and commission rate in table_a. The period from table_a, should be equal or greater than the effective date in table_b because we may change the commission rate.

The salesperson's needs to meet order counts and total sales to earn the tier.

 

table_a

 

Sales personalPeriodOrder CountsTotal SalesExpected TierExpected Commission Rate
John9/30/2023101500112.00%
John10/31/20232511249912.00%
Amy8/31/20233001500023.00%
Amy9/30/20234002500023.00%
Amy8/31/20235002900034.00%
Alex10/31/20235993200034.00%
Bradon10/31/20236503300045.00%

 

 

 

table_b

Effective DateSales TierOrder CountsTotal SalesCommission Rate
7/1/20231100           5,0002.00%
7/1/20232250        12,5003.00%
7/1/20233450        22,5004.00%
7/1/20234600        30,0005.00%
1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@Aggro you can add the calculated column using following DAX expression and use the same logic to get the Commission Rate:

 

Tier 1 = 
VAR __Period = TableA[Period]
VAR __Orders = TableA[Order Counts]
VAR __Sales = TableA[Total Sales]
RETURN
CALCULATE ( 
    MAX ( TableB[Sales Tier] ),
    TableB[Effective Date] <= __Period,
    TableB[Order Counts] <= __Orders,
    TableB[Total Sales] <= __Sales
)


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View solution in original post

2 REPLIES 2
parry2k
Super User
Super User

@Aggro you can add the calculated column using following DAX expression and use the same logic to get the Commission Rate:

 

Tier 1 = 
VAR __Period = TableA[Period]
VAR __Orders = TableA[Order Counts]
VAR __Sales = TableA[Total Sales]
RETURN
CALCULATE ( 
    MAX ( TableB[Sales Tier] ),
    TableB[Effective Date] <= __Period,
    TableB[Order Counts] <= __Orders,
    TableB[Total Sales] <= __Sales
)


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

JorgePBI
Advocate I
Advocate I

This might get you started and get the juices flowing

Sales Tier and Commission Rate = 
VAR CurrentMonth = MAX('Table_A'[Period])  
RETURN
CALCULATE(
    SELECTEDVALUE('Table_B'[Commission Tier], "No Tier Defined"),
    FILTER(
        'Table_B',
        'Table_B'[Effective Date] <= CurrentMonth
        && 'Table_A'[Total Sales] >= 'Table_B'[Minimum Sales]
        && 'Table_A'[Order Count] >= 'Table_B'[Minimum Order Count]
    )
)

 

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