Customer Classification

Hi,

Try this calculated column formula

=if(CALCULATE(COUNTROWS(Data),FILTER(Data,Data[Customer ID]=EARLIER(Data[Customer ID])&&Data[Product]<4))>0,"Not eligible",if(AND(CALCULATE(COUNTROWS(Data),FILTER(Data,Data[Customer ID]=EARLIER(Data[Customer ID])&&Data[Product Type]="Cloud"))*Data[Product]=CALCULATE(SUM(Data[Product]),FILTER(Data,Data[Customer ID]=EARLIER(Data[Customer ID])&&Data[Product Type]="Cloud"&&Data[Product]=10)),CALCULATE(COUNTROWS(Data),FILTER(Data,Data[Customer ID]=EARLIER(Data[Customer ID])&&Data[Product Type]="Cloud"))>0),"Premium",if(CALCULATE(COUNTROWS(Data),FILTER(Data,Data[Customer ID]=EARLIER(Data[Customer ID])&&Data[Product]>=5&&Data[Product]<10))>0,"Premium Eligible","Premium Plus")))

Hope this helps.

Hi Anonymous ，

Per your request,the calculated column is as below:

Customer Type =
VAR c =
    CALCULATE (
        MIN ( 'Table'[Product] ),
        ALLEXCEPT ( 'Table', 'Table'[Customer ID] )
    )
VAR d =
    CALCULATE (
        MAX ( 'Table'[Product] ),
        ALLEXCEPT ( 'Table', 'Table'[Customer ID] )
    )
RETURN
    IF (
        'Table'[Product] = 10,
        "PREMIUM",
        IF (
            c >= 5
                && d < 10,
            "PREMIUM ELIGIBLE",
            IF (
                c <= 4
                    && d > 4,
                "NOT ELIGIBLE ",
                IF ( d >= 11, "PREMIUM PLUS ", BLANK () )
            )
        )
    )

Finally you will see:

For the related .pbix file,pls click here.