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joshuar's avatar
joshuar
Frequent Visitor
3 years ago

Using Percenitles Based On Variable

I am trying to do a percentile calculation based on what customer segment(group) the customer are in. I have a column that corresponds to the customer and reflects what segment they are in.

 

Here is the formula I have but need to calculate the perenctile based on a customers segmentation which is stored in a column called Customer Group. I want to do this percentile caluclation based on the group a custome rbelongs to and not the entire dataset:

 

F Score = SWITCH(
TRUE(),
[F Value]<=PERCENTILE.INC('RFM Table'[F Value], 0.20 ), "1",
[F Value]<=PERCENTILE.INC('RFM Table'[F Value], 0.40 ), "2",
[F Value]<=PERCENTILE.INC('RFM Table'[F Value], 0.60 ), "3",
[F Value]<=PERCENTILE.INC('RFM Table'[F Value], 0.80 ), "4", "5")

3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi joshuar ,

     

    Please share some sample data and expected result.

     

    Best Regards,

    Jay

    • joshuar's avatar
      joshuar
      Frequent Visitor

      Hi Jay,

       

      I posted sample data nd sample result. Thanks for your help!

  • joshuar's avatar
    joshuar
    Frequent Visitor

    Here is the sample data:

     

    This reflects Customer ID, the Group the customer belongs to and the # of Orders. The F value in the dax formula I have is the # of Orders.

     

    Customer IDCustomer Group# of Orders
    706104C3
    994195C2
    386615A1
    235864A5
    922887B9
    567869C7
    494345C9
    606611C1
    184412A0
    357310A8
    285382B1
    547244C3
    75757C5
    935099C8
    685859A8
    741397A9

     

    I want to rank the customer based on the group they belong to, and not the entire data set. We have many customer groups and I want to rank customers based on the group they belong to. 

     

    Here is a result sample

     

    Customer IDCustomer Group# of OrdersPerecntile Rank
    706104C33
    994195C21
    567869C72
    494345C95
    606611C11
    547244C32
    75757C54
    935099C85

     

     

    Here is another result samples

     

    Customer IDCustomer Group# of OrdersPerecntile Rank
    386615A11
    235864A53
    184412A32
    357310A84
    685859A84
    741397A95