Home Forums Power Pivot LOOKUPVALUE issue

This topic contains 3 replies, has 2 voices, and was last updated by  portalturks 1 month ago.

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  • #18052

    portalturks
    Participant
    • Started: 1
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    Hi All,

    I’m a rookie about PowerPivot and I’m trying to develop a tool by using DAX formulas but stuck at some point.

    Attached you will find the data structure that I’m working on: there are 3 “Tables” named Opp, Users, KPI and there are relationships between tables. (e.g. ‘Opp[Opp_Owner] column is related with ‘Users[Full_Name] )

    What I’d like to do with PowerPivot is to calculate targets by following a rational which I’ll describe later and write it to ‘Users [Target1] and ‘Users[Target2], in attacted excel I filled it with yellow. What formula needs to do is to;

    • Look at ‘Users[Division]
      • if it is “AE” bring ‘Users[Full_Name] and count ‘Opp[Opp_Owner] return a number e.g. for Leo Marc 3
      • multiply it with the corresponding number at ‘KPI[Target1]. e.g. for AE with 5
    • if the [Division] is not “AE” but something at ‘KPI[Division] it will multiply the outcome with a constant 10 (e.g. 30*10 for SR)
    • else 0

    What I was able to write so far is nearly nothing 🙂 it seems like below:

    =IF(‘User DivMap'[DivisionAdj]=”AE”,??????????,LOOKUPVALUE(Table1[Visits],Table1[Division],’User Div Map'[Division Adj])*10)

    Which functions together I need to use in order to make it possible?

    Your help is very much appreciated.

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    #18054

    tomallan
    Keymaster
    • Started: 7
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    Hi PortalTurks,

    The biggest issue you are facing is that you are thinking like an Excel user, not a Power Pivot user.

    In a model with the 3 related tables you describe, the formula for a calculated column (not a measure) is:

    =
    IF (
    Users[Division] = “AE”,
    COUNTROWS ( RELATEDTABLE ( Opp ) ) * RELATED ( ‘KPI'[Target1] ),
    IF (
    NOT ( ISBLANK ( RELATED ( ‘KPI'[Division] ) ) ),
    RELATED ( ‘KPI'[Target1] ) * [Constant],
    0
    )
    )

    I strongly recommend reading a basic Power Pivot book, such as “Power Pivot and Power BI” by Rob Collie or “Supercharge Excel” by Matt Allington. Both authors offer practical courses in Power Pivot, and I also recommend you choose one of them. These actions will save you from many hours of grief.

    Please see attached workbook (yours, modified).

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    #18060

    portalturks
    Participant
    • Started: 1
    • Replies: 2
    • Total: 3

    Hi Tomallan,

    Thank you very much. This was actually my first Power Pivot study which I had to use Power Pivot in order to reach my study goal because otherwise the workbook is getting very non-user friendly. I’ll start with the books that you recommend to me.

    Very much appreciated and see you in forums 🙂

     

    #18093

    portalturks
    Participant
    • Started: 1
    • Replies: 2
    • Total: 3

    Hi

    This might not directly related with Power Pivot but an issue has been occured when I’d like to “show items with no data”.

    My target fields are populated by a using the formula as discussed above but the names are repeating when I activate “show items with no data” and looks like attached. Normally it should look like:

    Name   Div Adj.   Visit_Target    Call_Target    Opp_Count    

    A              AE              15                          15                          5

    B              SR              50                          75                         10

    C              AE              0                            0                           0      (when show items with no data activated)

    Is this about the relationships between tables and the directions of them maybe?

    Thanks a lot in advance!

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