Unlock a world of possibilities! Login now and discover the exclusive benefits awaiting you.
I need to get "Margin" based on the relationship between Salesperson and Customer Name. If the sales person has revenue from a client then I need to associate the margin with that salesperson(s) in an expression - even though the salesperson dimension is not in the margin table (not part of the margin records).
DATA: | |||
Salesperson | Customer Name | Revenue | Margin |
Amanda | ZAP Marketing | 280.26 | 0.00 |
Brandon | ZAP Marketing | 101.42 | 0.00 |
ZAP Marketing | 3.00 | ||
Judy | 7UPS | 9,877.75 | 0.00 |
7UPS | 15.00 | ||
Lora | AB Co | 1,113.15 | 0.00 |
Stacey | AB Co | 194.47 | 0.00 |
AB Co | 37.50 | ||
CHART: | |||
Salesperson | Customer Name | Margin | |
Amanda | ZAP Marketing | 3.00 | |
Brandon | ZAP Marketing | 3.00 | |
Judy | 7UPS | 15.00 | |
Lora | AB Co | 37.50 | |
Stacey | AB Co | 37.50 |
Hi,
Can you check if this is what you're looking for
This can be another way to do this without needing to create another table:
If(Len(Trim(Salesperson)) > 0, Sum(TOTAL <[Customer Name]> Margin))
Thanks! Looks like the best place to do it is in script. Not possible on front end?
Did you look at the solution I offered above
Try Sunny solution for the front end solution
Thanks Sunny!