Forum Discussion
Customer Categorization based on Revenue
Actually calculated column is much simpler. But it won't be dynamic (for example in terms of date) we can consider the classification for each year separately for example but you cannot choose any time period and find the classification of the customers baes on that period. While the solution I provided it completely dynamic. (Let me know if you are interested in that)
However, as per the current approach you can use a slicer from the category table to slice both revenue and number of customers. If you are interested in other measures using this approach please let me know. Otherwise confirm shifting to the static classification with calculated column and advise if you need this classification to be for all times or foe each year.
Hi tamerj1
I confirm to shift to static classification with calculated column as we want to have a filter on page for customer classification that can be selected by user. We want show data based on customer classifcation.
Also is it possible that we can have two calculated column for classification, one should ignore location, while other should treat separate location.
Also, if possible can we have invoice revenue should be consider for Last 12months for ex: for parent customer A it should consider the revenue from 31st March 2022 to last 12 months.
Also, I can see I am getting only Category 1 in my data looks something is missed or I am confused here...
https://drive.google.com/file/d/1g9JbZ_tEQBs0u8L6VsdxCliAkBzHparn/view?usp=sharing