Problem Solved ✅ Calculate Commission with a Threshold using Power Query

When working with sales data with different amounts over different dates for the same order, you know the importance of reporting the correct sales data for those periods.

So when you have to report on amount based on a percent / commission %, that cuts off at a set amount with a gate / threshold, this can become tricky because you cannot just group / aggregate the orders to apply the commission, but there is a simple way to ensure you only apply the correct amounts even if the order changes months later and I show you how in this video.

#PowerBI #Analyst #Finance


🔗 Link to the final AI created CSV dataset
https://data.world/deanchereden/ai-cr...


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🔗 Link to M Code
https://data.world/deanchereden/ai-cr...


🔖c h a p t e r s 🔖

00:00 - Intro
01:16 - Import dataset
02:41 - Add grouped index & running total
08:57 - Auto set data types on all columns
11:16 - Create a column with previous order line running total
11:56 - Create a column with 5% commission applied to running total
12:44 - Create a column with 5% commission applied to previous running total
13:23 - Create a column with 5% commission or when threshold is met


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