I'm not sure I understand the logic behind Easy Utilization, but I believe you can solve this using an LOD calculation. In the attached workbook there are 5 calculated fields:
1. Records in last N Months: number of 'Easy' records only, in the last 3 months.
2. Minimum Records LOD: for each sales person, return the total number of easy records in the last 3 months. This is an LOD and uses the calculation just above.
3: Is Easy in last N Months: for 'Easy' records only, in the last 3 months, return [Order Value (USD)]. (Should this be a transaction ID instead?)
4: Easy Utilization LOD: Attempt to re-create 'Easy Utilization'. Get the COUNT of [Is Easy in last N Months] for each sales person, divided by the COUNT of [Is Easy in last N Months] for all the data set. This is an LOD too.
With those, you get the last calculation, [SalesPerson Filter], that evaluates your conditions. With the logic above I get numbers that are nowhere near your thresholds, so I've changed them and I know this won't likely be the final solution. However, this hopefully gives you and idea on how you can use LODs to tackle the problem!
Last N_ss.twbx 1.0 MB