Greetings all!
I'm trying to create a report that will allow me to walk from 2016 sales to 2017 sales. I need to create a waterfall graph as well as a pivot that shows:
2016 Base
add:
New Sales
Upsells
Less:
Lost Sales
Downsells
Total should equal 2017 Sales.
I also need to show this from a [Account] level, [Product Family] and finally a [Product] level.
I've created measures for [2016 Sales] and [2017 Sales] as well as the [Variance] and the related categories ([New], [Upsell], [Downsell], [Loss])
I have created the logic to assign items to each category listed above, but I'm encountering 2 issues that have me stumped.
1)Every product in the table appears when I drill all the way down to that level, regardless if there was any activity. This only appears when I start adding the columns for [New], [Upsell], [Downsell], [Loss].
2)I can't seem to get the activity at the lower levels to bubble up. I know this would be a case for Sumx, but I'm honestly not that familiar with it.
Any tips or points in the right direction would be appreciated.
I'm trying to create a report that will allow me to walk from 2016 sales to 2017 sales. I need to create a waterfall graph as well as a pivot that shows:
2016 Base
add:
New Sales
Upsells
Less:
Lost Sales
Downsells
Total should equal 2017 Sales.
I also need to show this from a [Account] level, [Product Family] and finally a [Product] level.
I've created measures for [2016 Sales] and [2017 Sales] as well as the [Variance] and the related categories ([New], [Upsell], [Downsell], [Loss])
I have created the logic to assign items to each category listed above, but I'm encountering 2 issues that have me stumped.
1)Every product in the table appears when I drill all the way down to that level, regardless if there was any activity. This only appears when I start adding the columns for [New], [Upsell], [Downsell], [Loss].
2)I can't seem to get the activity at the lower levels to bubble up. I know this would be a case for Sumx, but I'm honestly not that familiar with it.
Any tips or points in the right direction would be appreciated.
