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Guest post by David Churchward [Twitter]


Gantt Hours measure debugging with DAX Studio – isn’t it pretty!

At the end of my last post in the Gantt Chart series, GANTT CHART WITH RESOURCE LOADING, I said that I would return to explain how the Hours measure worked.  I took a brief diversion, almost foray, into the world of CRM PIPELINE FUNNEL CHARTS but I’m now back to explain the workings of that Hours measure.  You can revisit PART1 and PART2 of this series to recap.

In the interim, I’ve been working on some “fine tuning” of that Hours measure.  I’ll come onto the final solution in due course, but I’ll work through the workings of the Hours measure as we left it initially to explain why it needed tuning up!

For those amongst you with an appreciation of SQL, you might think of this like creating a DAX Equivalent LEFT JOIN between tables with a BETWEEN thrown in for good measure.



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CRM Pipeline Funnel Chart (and something on Themes)

Guest post by David Churchward [Twitter]

Pipeline Funnel Chart in Excel PowerPivot

Pipeline Funnel Chart

For those of you waiting on the explanation of the SUMX / SUMMARIZE measure in GANTT POST 2, I have to put you on hold for a while longer.  Sorry.  In truth, I’m working through some performance aspects with that measure.

For now, I thought I would take the opportunity to expose the Pipeline Funnel Chart.  It’s really quite straight forward but it’s incredible how few people know that it’s available to everyone, doesn’t require any real manipulation and YES it’s a standard PowerPivot chart!

For those of you that want to dig straight in, YOU CAN DOWNLOAD THE WORKBOOK HERE

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Gantt Chart with Resource Loading

Guest post by David Churchward [Twitter]

Gantt Chart with Resource Loading Report

Gantt Chart with Resource Loading Report

The response to POST 1 of this Gantt Chart mini series was swift and it didn’t take long for Vegard to contact me with a query regarding resource loading.  Vegard had quickly taken the template and adapted it to include resource hours.  The issue existed with getting the total hours for each resource to behave the way he wanted.  Naturally, individuals will normally work for a set expected amount of time per day and if tasks are planned which exceed that expectation, it’s obvious that they might not get the work done!

In this post, I’ll start to explain how to adapt the model from the previous post to include resource loading and associated subtotals per individual resource.

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Gantt Chart in PowerPivot

Guest post by David Churchward [Twitter]

Gantt Chart in PowerPivot

Gantt Chart in PowerPivot, fully dynamic and sliceable!

It’s a rare diversion from the normal Financial stuff that I subject you to!  Having run numerous projects and found myself writing endless task lists in Excel so that I can distribute to other people, it suddenly occurred to me that PowerPivot can do this.

Not only can PowerPivot do Gantt Charts, I think it destroys other software in this game.  Sure, MS Project is always going to be there and I’m very fond of it, but, anyone familiar with this:

“Thanks for sending that through, but I don’t have MS Project.  Can you give me an Excel version or PDF”?”

Maybe you haven’t, but I find myself continuously confronted with distributing Excel task lists and producing my own Gantt charts in Excel to grab screenshots for presentations.  PowerPivot gives me (and you) the means to monitor and update tasks quickly and easily, but it also gives you the means to distribute via Sharepoint – awesome!

If you want to just get on with it, GRAB THE FILE HERE and start using it.  There’s some brief instructions on how to use it in the file.  Otherwise, read on …

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Tiered Commissions, Income Taxes, and other “Tiered Rate” Calculations Using DAX

Guest post by David Churchward [Twitter]

Commissions Part 3 Report

I mentioned in my LAST POST that I would return with a variation on that commission calculation.  Two months later and very much overdue, here it is!  Apologies to those of you who have been waiting on me for this.

I left off with a calculation that applied a commission rate based on a rates table.  That rate was applied to the total value.

But what about a scheme where one rate applies to the first N dollars (or pounds, euros, etc.), then another rate applies for the next M dollars, and so on?  Income taxes are calculated this way, for instance.  And being able to solve this sort of thing in Excel very efficiently (using PowerPivot) will be generally quite useful.

In this post, I’ll explain how to do this in a model that I refer to as Base Plus.  And while I will discuss this purely in the context of tiered commissions, keep in mind that it applies to taxes and many other things as well.

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Commission Calculations using DAX Part 2

Guest post by David Churchward [Twitter]

Team and Manager Commissions Report

You may recall in my last post, COMMISSION CALCULATIONS IN POWERPIVOT, we got to the point where we could dynamically calculate the sales value and attributable commission rate that should be applied based on time, value and team parameters, reading from a Rates table.

In this post, we’ll complete the commission calculation, providing a different value for individuals and the team manager.

Where are we?

Just to recap, we got to the point in my last post where we had calculated [Sales_Value] and [Comm_Rate] as below:

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Commission Calculations using DAX

Guest post by David Churchward [Twitter]

Commissions Report

Firstly, I have to be clear that I’m not presenting a “one-size-fits-all” approach to sales commission calculations here.  That wouldn’t be possible because commission schemes vary extensively and, in my experience, some schemes aren’t even based on a logic that can derive a mathematical answer!  However, I’m presenting an approach here that will hopefully provide a template approach that can be modified to a number of different scenarios.

The Target Outcome

The scheme that I’m using in this example operates as follows:

  1. Commission is paid monthly based on the achievement in that month
  2. As a salesperson sells more, then accelerators trigger.  That is to say, for example, a salesperson may receive 1% of sales up to £10,000 and 2% of sales between £10,000 and £20,000.  The 2% is payable on the whole value.  Therefore, if a salesperson sells £11,000 then they would receive 2% of the full £11,000
  3. Percentages and bands can change monthly at management discretion
  4. This is a monthly threshold so each salesperson is reset to zero at the start of each month.
  5. Each product group carries a separate set of bands and rates
  6. Managers receive commission at a different rate to the sales team based on the total sales for their team.
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