topic Analyzing sales data by quote size in DAX Commands and Tips

Analyzing sales data by quote size

Anonymous — Tue, 30 Mar 2021 21:28:33 GMT

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!

Re: Analyzing sales data by quote size

amitchandak — Wed, 31 Mar 2021 04:27:37 GMT

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

https://www.daxpatterns.com/dynamic-segmentation/
https://radacad.com/grouping-and-binning-step-towards-better-data-visualization

Re: Analyzing sales data by quote size

Anonymous — Wed, 31 Mar 2021 14:01:25 GMT

Hello 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.

Re: Analyzing sales data by quote size

amitchandak — Wed, 31 Mar 2021 14:13:45 GMT

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

)

Re: Analyzing sales data by quote size

Anonymous — Wed, 31 Mar 2021 22:57:43 GMT

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.