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Current Portfolio on Past Fact

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Current Portfolio on Past Fact Empty Current Portfolio on Past Fact

Post  Christophe Tue Oct 02, 2012 3:46 pm


We want to be able to see the our Sales Fact Table with the SalesPerson Portfolio at a specific point in time (often current one)

This approach can be usefull:
- to be able to set objectives of the Sales Person based on their current client portfolio.
- to assess how sales person were able to make their portfolio evolve over different period

We have the
Sales Fact Table:
Client / SalesPerson / Date / Gross

SalesPerson Client Attribution table:

SalesPerson / Client / From / To

What we want is to have be able to do for instance a report as follow:
SalesPerson / Client / Year / Gross / Gross Reaff (with portfolio 01/2001) / Gross Reaff (with portfolio 01/2002)

The Gross Reaff must show the Gross with the portfolio of the sales at a specific point in time.

We are working on SQL Server Analysis Services, so we can define MDX calculations

But we are wondering the best way to modelize this

Thank you


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Join date : 2011-02-22

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