Hi,
In my company a sales employee change his team from team A to team B how can I show him in different team without changing his previous team and show his new data in new team member in power query.
If i need to change any Dim_Table data also please guide.
thank you.
Sonet
I believe you need to an Employee (fact) table where every employee has a "Date from" that indicates as of when they belong to certain Team.
Then I would use PQ to add a Team column to the Sales table. I've created a small model in the attached file. See it this does what you mean. If not, come back here with a sample of your own data and data model.
Dear Riny,
Thank you for your kind reply. Which is definitely helpful. I am sharing the sample data for your reference where the client, sales person, team, customer group and country change very ferquently. Please help how can I prepare a report if I filter any of the condition through slicer the pivot will show the change simultaneously.
I assume you need help based on the example data in the Data sheet, but please elaborate. There are no slicers. And your initial question referred to "a Dim_Table" suggesting that you are using the Data Model and Power Pivot. But I find no traced of it.
What exactly needs to be analysed and/or displayed?
I have shared the workings for your review. where i want to show sales person in different team, different group, country based on date. Please help how can I prepare a report if I filter any of the condition through slicer the pivot will show the change simultaneously.
I must admit that DAX isn't my strongest point and certainly not when it concerns to a rather complicated Changes table that i find in your model.
Rather than one large changes table, I chose to create separate tables for each change category. Then I appended each to the sales table and after some sorting, filling down and filtering, I ended up with a sales table where each row has each of the categories. This makes analysing very easy.
In the attached file I added my suggested solution within Power Query only. Now, you could of course load the extended sales table to the DM, instead of the original sales and changes tables. It makes the DM a lot less complicated.
If you insist on a DAX only solution, I have to leave it to someone with more expertise in that area.
