Pareto (80/20) Segmentation

Hi,
I created 80/20 segmentation in my data model and I got what I wanted (see the table below).
Now I want to calculate new Name column with the next logic: if Cumulative % <=80% show value from the "Customer Name" column, otherwise show "Other" (the result will be the column Name as in the table below).

I tried with this calculated column but it doesn't work (the result isn't correct, it's always "Other"):

80/20 Name = IF([Cumulative Percen.] <= 0.8, SalesReport[Names], "Other")

How can I do this?

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In the next step, I'll use a pie chart to show this segmentation where all customers with small cumulative transactions will be categorized as Other.

Customer Name	Transaction Volume	Cumulative Transaction	Cumulative %	Name
Name 1	92	92	15.67%	Name 1
Name 2	84	176	29.98%	Name 2
Name 3	73	249	42.42%	Name 3
Name 4	72	321	54.68%	Name 4
Name 5	53	374	63.71%	Name 5
Name 6	48	422	71.89%	Name 6
Name 7	47	469	79.90%	Name 7
Name 8	35	504	85.86%	Other
Name 9	33	537	91.48%	Other
Name 10	31	568	96.76%	Other
Name 11	5	573	97.61%	Other
Name 12	4	577	98.30%	Other
Name 13	2	579	98.64%	Other
Name 14	1	587	100.00%	Other

Need Help

Tips and Tricks

v-cherch-msft
7 years ago
Hi lazzarjovvch74

You may use 'add index column' function in Query Editor to get the index column. Then the calculated columns can be used in your data.

Regards,
Cherie