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I have been trying to build a sales capacity model. The first few measures calculate monthly new hires, attrition, begnning sales headcount and ending headcount. I have connected the data table to sales roster table that has name, start date, end date, region, and quota. I am having trouble in summing up the new hires calculated at the month level into the quarter level. Please see screen shot below for the month, which works correctly and quarter, which does not work. The issue appears to be that I am not able to remove incoming month filter when I tried to sum up the new hires at the quarter level.
This is at the quarterly level. Please note the quarterly new hire is picking up the last month of the quarter new hire count.
To sum up at the quarter level, I am using the following DAX code. The measure [Status] returns 1 if the hire is a new hire, 0, the sales rep is existing, and -1 if the sales rep attritts. This measure is calculated for each rep in the sales roster at the month level. To calculate the new hire count, I use SUMX to add up the all the names in salesroster if [status] = 1. For quarter level calculation, I tried to remove the incoming filter by using All (SalesRoster) and adding another fillter to pick up the new hires only for the selected quarter. Please see code below. Any help on how to fix the summation of quarterly into month would be greatly appreciated.
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