Current Portfolio on Past Fact

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Current Portfolio on Past Fact

Post  Christophe on Tue Oct 02, 2012 3:46 pm

Hello,

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

Christophe

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