hi,
in attached file, there is a simple filter applied on % of Quota >= 75%. i would like to change it to,
if the Business Group Area is GSMB - Sales Group or EMEA - Germany, filter % of Quota >=25%
for the rest of Business Group Areas, filter % of Quota >=75%
and i'm struggling on how to acheive that. can you pls help to have a look. thanks
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Hi Chen,
You can use this calculated column in Opportunity table:
Filter Quota = IF(AND(OR(RELATED(Compensate[Business Group Area])="GSMB - Sales Group", RELATED(Compensate[Business Group Area])="EMEA - Germany"),
Opportunity[% of Quota]>=0.25),1,if(Opportunity[% of Quota]>=0.75,1,0))
This column will contain only 1 or 0, you can use this as a filter to display only 1 values.
many thanks. this solved my issue. may i have 2 more questions pls,
1, is there a handy website/document that starters like me could use to look for such solution?
2, i would like to remove this topic as the attachement contains sensitive information. how do i do this?
thanks,
Hi Chen,
These are custom solutions, not really generic solutions that can be found in standard documentation.
Custom solutions requires usually a strong knowledge of the data model and PBI. In this case, the formula is very close to an excel formula, just like in excel, ingeniosity comes with experience, you'll be there soon if you keep on trying.
Attachment removed. (please attach only sample anonymized data, not real data)
thank you Catalin
can you pls help to remove the picture that you attached as part ofthe solution, it contains real data as well. thank you
