topic Re: categorize customer in DAX Commands and Tips

categorize customer

alisoroush7 — Wed, 20 Jul 2022 07:46:12 GMT

hi guys,

i have data like the below table

customer	date	sale
x	07/18/2022	23,000 $
y	07/15/2022	53,000 $
z	07/10/2022	36,000 $
x	02/22/2022	10,000 $
z	05/17/2022	23,000 $

i have 2 rule that i want to implement it:

if total sale of a customer is less than 55,000 $ then label it as A

else label it as B

and finally i want to have a chart that shows me how many percent of my customers is labeled as A and B

how can i achieve this?

thanks.

Re: categorize customer

SpartaBI — Wed, 20 Jul 2022 08:04:28 GMT

alisoroush7
Here is a link to download the file with the solution:
categorize customer 2022-07-20.pbix

Showcase Report – Contoso By SpartaBI

Re: categorize customer

alisoroush7 — Wed, 20 Jul 2022 09:17:30 GMT

thank you for your respons. with this code my request has been satisfied 80%.

i have another issue. the issue is that i have a date filter. for example month. when i filter my dashboard in a specific month, i want that code to consider only the chosen month data and label the customer based on a chosen month. for example it is possible that one customer is labeled A in July but it is labeled B in March.

Re: categorize customer

SpartaBI — Wed, 20 Jul 2022 10:25:28 GMT

alisoroush7, yes it's possible.
Please don't forget to accept the solution and will appreciate your Kudos on my solutions 🙂
Here is a link to download the file with the updated solution:
categorize customer 2022-07-20.pbix