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I have 3 total columns I am working from. Customer, Parent Customer, and amount billed.
I am looking to make a table or matrix that pulls the top 10 amount billed for the year. I want this list to be a mix of Customers and Parent Customers, as some of the Customers have Parent Customers and some don't. I want any Customer that have a parent customer to sum up into one name under the Parent Customer. If there is no Parent Customer it will stand alone on the list.
What about creating a calc column called Effective Customer like this
Customer | Parent Customer | Effective Customer |
Cust 1 | Cust 1 | |
Cust 2 | Cust 1 | Cust 1 |
Cust 3 | Cust 2 | Cust 2 |
and then slicting by the last column?
@arobinson
Create a Hierarchy by dragging the CUSTOMER field on to the PARENT field. Watch this video if necessary (https://www.youtube.com/watch?v=1Y0T_KkeWyQ)
And, add the following measure
TOP 10 Customers =
VAR _RANK =
RANKX(
ALL(DATA[Customer]),
CALCULATE(SUM(DATA[Amount Billed])),,
DESC
)
RETURN
IF(
_RANK > 10,
BLANK(),
CALCULATE(SUM(DATA[Amount Billed]))
)
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@arobinson , not very clear.
You can top 10 like this
Top 10 City Rank = CALCULATE([Sales],TOPN(10,all(Geography[City]),[Sales],DESC),VALUES(Geography[City Id]))
For Rank Refer these links
https://radacad.com/how-to-use-rankx-in-dax-part-2-of-3-calculated-measures
https://radacad.com/how-to-use-rankx-in-dax-part-1-of-3-calculated-columns
https://radacad.com/how-to-use-rankx-in-dax-part-3-of-3-the-finale
https://community.powerbi.com/t5/Community-Blog/Dynamic-TopN-made-easy-with-What-If-Parameter/ba-p/3...
@arobinson
Can you share some sample data and the expected result as data to have a clear understanding of your question?
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Customer Parent Customer Amount Billed
1 | No Parent Customer | $1033 |
2 | Parent 1 | $5121 |
3 | Parent 2 | $5166 |
4 | Parent 2 | $76621 |
5 | Parent 1 | $1211 |
6 | No Parent Customer | $5151 |
7 | Parent 1 | $8111 |
8 | Parent 2 | $51512 |
9 | No Parent Customer | $6732 |
10 | No Parent Customer | $4445 |