Forum Discussion
Analyzing sales data by quote size
Hi folks, I must be having a brain fart today because my question seems so basic.
I have transactional level sales data that looks like any other sales data - customer names, line item numbers, regional info, sales, discounts, profit, item number, etc. The data are broken out into line item level of detail meaning I have multiple rows of data for each sales order number. All I want to do is analyze my data for sales orders that are below $1,000,000 total value. Then I want to analyze my data for sales orders that are between $1,000,000 and $5,000,000. Lastly I want to analyze my data for sales orders that are greater than $5,000,000. What is the easiest way to do this? I do not need enything exotic.
Putting Sales Order# in a filter and filtering the Sales Order# on sum of Total Revenue = "what ever value I need" would do the trick.
Thanks!
Hello amitchandak , I figured it out! I created a calculated column with the following code
Quote Size = Calculate(Sum(Table[Quote $)]), ALLEXCEPT(Table,Table[Quote ID]))From this column I can create a second column that uses a nested IF statement to define my bin sizes. Its primative but effective.
4 Replies
- amitchandak
Super User
Anonymous , if you want to bucket data after adding up, means bucket on the measure you need to do dynamic segmentation or binning
Refer my Video: https://youtu.be/CuczXPj0N-k
or
https://www.daxpatterns.com/dynamic-segmentation/
https://radacad.com/grouping-and-binning-step-towards-better-data-visualizationHello amitchandak and thanks for your response. These solutions look promising but also very complicated. All I am really trying to do is group my sales orders into 3 categories as described in the original post. Is there a simple DAX expression I can write that will group my sales order numbers into one of 3 categories based on total sales order value? I need to slice and filter on these 3 groups so that I can analyze the sales order profiles (customer types, products, profit, etc.) Creating a separate bin table that has no relation to my sales table means that I cannot filter/slice my sales table using bins defined in the bin table.
- amitchandak
Anonymous , if you need bucket on the measure (means after aggregating the data) , I doubt there is not simple way.
If it is on the line level data, we can always create a new column
New bucket column =
Switch( True() ,
[sale] < 50000, " less than 50K",
[sales] <100000, " from 50K to 100K",
//you can add more
"Others" //default
)
