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vjnvinod's avatar
vjnvinod
Impactful Individual
8 years ago
Solved

Graph and visualization help

Hi,

 

I have a requirement , where my data looks like below

 

https://www.dropbox.com/s/1n3gtyqxb8wjncn/data.xlsx?dl=0

 

 

Account  AccountSegment  TER_FYTD_USD

EigCore0
DolCore33914.75
818Core0
818Core-7439.3
DE G3600
DE G3600
DE Core0
DE Core0
DE Core0
DE Core0
DE Core0
DE Core0
EdiCore0
EdiCore31351.83162
EdiCore0
EdiCore52873.82172

 

I need to create a format in Power BI in the below format (this is done PPT)

let me know how do i achieve this?

 

 

  • Hey , 

     

    So here's what i did, i grouped the the table using edit query, and the group by transformation as shown below.

    Now , on the data modelling section , created two column as below

    Rank= IF([AccountSegment]="Core",RANKX('Account Grouped',[FYTD]))

    and 

    categorize = SWITCH(TRUE(),[RANK]>25, "Remainder",
    [RANK]>10, "Next 15 Core",
    [RANK]>0, "Top 10 Core",
    "G360")

    Now use this categorize column to create the visual.

     

    Hope this servers your need.

     

    Regards.

     

12 Replies

  • Hey , 

     

    So here's what i did, i grouped the the table using edit query, and the group by transformation as shown below.

    Now , on the data modelling section , created two column as below

    Rank= IF([AccountSegment]="Core",RANKX('Account Grouped',[FYTD]))

    and 

    categorize = SWITCH(TRUE(),[RANK]>25, "Remainder",
    [RANK]>10, "Next 15 Core",
    [RANK]>0, "Top 10 Core",
    "G360")

    Now use this categorize column to create the visual.

     

    Hope this servers your need.

     

    Regards.

     

  • Hi , 

     

    The top visual can be achived using the waaterfall chart , give it a shot, it should work.

    For the below information , you would have to place tables for the respective information .

     

    Regards.

  • vjnvinod's avatar
    vjnvinod
    Impactful Individual

     

    Hi,

     

    I have a requirement , where my data looks like below

     

    https://www.dropbox.com/s/1n3gtyqxb8wjncn/data.xlsx?dl=0

     

     

    Account  AccountSegment  TER_FYTD_USD

    EigCore0
    DolCore33914.75
    818Core0
    818Core-7439.3
    DE G3600
    DE G3600
    DE Core0
    DE Core0
    DE Core0
    DE Core0
    DE Core0
    DE Core0
    EdiCore0
    EdiCore31351.83162
    EdiCore0
    EdiCore52873.82172

     

    I need to create a format in Power BI in the below format (this is done PPT)

    let me know how do i achieve this?

     

    Can you help create a format which i can use? seee the sample file attached!

    Requirement.PNG