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I need to display sales transactions totals per individual sales team member..
I have a table containing a salesteam code (used for the sales transactions) and two different fields indicating the salespersons on the team. Same salesperson can be a member of one or many salesteams.
SalesTeamCode | SalesPersonCode 1 | SalesPersonCode 2 |
---|---|---|
9900 | 1000 | 1005 |
9901 | 1002 | 1004 |
9902 | 1000 | 1004 |
9903 | 1004 | 1002 |
Since the SalesTeamCode is used to record actual sales transactions, how can I make a dimension that can be used to report the individual sales per salesperson?
I think I've solved this by adding a salesteam member dimension that is paired with the team code.
Many thanks for your time and effort.
Not sure if I completely understand your requirement. Is above a comprehensive sample data? If it is would you be able to explain what is your expected output from the above sample?
Best,
Sunny
Hi Sunny,
In example, the salesperson code 1000 is 'linked' to 2 different SalesTeamCodes (9900, 9902) and in my application, I'd like to display sales for the sales person code 1000 as total sales from these two salesteams.
If I select salesperson code 1000, I'd need to have a Sum(Sales) that contains sales transactions created by SalesTeamCode 9900 and SalesTeamCode 9902.
I can't seem to get my head around how to do that, unless I create a new dimension to Salespersons table that has been matched using IntervalMatch (somehow)
Not sure if this is what you want but if you add SalesPersonCode 2 as Dimension and Sum(Sales) as expression, wouldn't you get what you are looking for?
Look at the following example:
Table:
LOAD * Inline [
SalesTeamCode, SalesPersonCode 1, SalesPersonCode 2
9900, 1000, 1005
9901, 1002, 1004
9902, 1000, 1004
9903, 1004, 1002
];
Table1:
LOAD * Inline [
SalesTeamCode, Sales
9900, 30
9901, 40
9902, 68
9903, 85
];
I'm trying to make a dimension that would also include salesperson code 1000 (SalesPersonCode 1) so that in one dimension I would have all salespersons and one expression would show me total sales per salesperson code - no matter what is the their sales team.
Your example is a straight table and I'm looking for a intervalmatch / or something else to combine these two tables so that the Salespersons dimension can be used in application as the primary dimension.
I am kind getting an idea of what you are trying to do. Are you looking for a SalesPersonCode Dimension like this this?
SalesPersonCode
9900
9901
9902
9903
1000
1002
1004
The above can be done by concatenation. But, what value (Sales) would you like to see in front of them? I think if you can share a comprehensive data (which includes measurement field (may be like sales)), we can help you better here.
Best,
Sunny
I think I've solved this by adding a salesteam member dimension that is paired with the team code.
Many thanks for your time and effort.