Conditional Dynamic Dax Segregation on customer

To achieve customer segregation in Power BI based on your specified conditions, you can use DAX measures and calculated columns. Here's a step-by-step guide to implement this logic:

1. Create a Date Table: Ensure you have a date table in your Power BI model that includes columns like Year, Month, and Date.

2. Create a Fact Table: Make sure you have a fact table that contains user IDs, login times, and a relationship to your date table based on the date of login.

3. Create a DAX Measure for Count of Logins: Create a measure that calculates the count of logins for the selected 6 months. You can use the FILTER function to filter the data based on the selected Year and Month slicers. The DAX formula might look like this:

Login Count =
CALCULATE(
COUNT('FactTrackingTable'[Login]),
FILTER(
'FactTrackingTable',
'FactTrackingTable'[Date] >= MIN('DateTable'[Date]) &&
'FactTrackingTable'[Date] <= MAX('DateTable'[Date])
)
)

Create a DAX Measure for Minimum Value of Logins: Create a measure that calculates the minimum login value for the selected 6 months. The DAX formula might look like this:

Min Login Value =
CALCULATE(
MIN('FactTrackingTable'[Login]),
FILTER(
'FactTrackingTable',
'FactTrackingTable'[Date] >= MIN('DateTable'[Date]) &&
'FactTrackingTable'[Date] <= MAX('DateTable'[Date])
)
)

Create DAX Measures for Customer Segmentation: Now, you can create three DAX measures to categorize customers based on your conditions:

Active Customer:

Active Customer =
IF(
[Login Count] >= 1 && [Min Login Value] >= 1 && [Min Login Value] <= 2,
"Active Customer",
BLANK()
)

Super Active Customer:

Super Active Customer =
IF(
[Login Count] >= 3 && [Min Login Value] >= 3 && [Min Login Value] <= 4,
"Super Active Customer",
BLANK()
)

Hyper Active Customer:

Hyper Active Customer =
IF(
[Login Count] >= 5 && [Min Login Value] >= 5,
"Hyper Active Customer",
BLANK()
)

1. Display the Results: Add these customer segmentation measures to your Pivot Table in Power BI, and they will dynamically categorize customers based on the selected Year and Month slicers.

Now, when you select a Year and Month in your slicers, your Pivot Table will display the customers categorized as Active, Super Active, or Hyper Active based on the conditions you specified.

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