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pbvisual
Regular Visitor

Dynamic Buckets based on Sum value that changes with date slicer

Hello Everyone,

 

I am trying to create a Matrix that dynamically shows count of Salesmen by Product under different buckets as I select different date ranges. The buckets are based on Sales Count as follows - No Sales, 1-10, 11-20, 21-30, and 31-40… (There is a table supporting below)

I followed multiple ways from the previous posts in the community, but couldn’t solve it. For all the methods I have tried, I get correct Salesmen count associated to the buckets as long as I have Product and Sales Person columns in the visual. When I remove the Sales Person column, it sums the Sales Count of all the Salesmen grouped by the Product and segments the Salesmen count under a wrong bucket.

 

Sample Data

 

ProductSales PersonSale DateSale Count
P1A2022-08-01               0
P1A2022-08-15               0
P1A2022-09-01               6
P1A2022-09-15               7
P1A2022-10-01               8
P1A2022-10-15               9
P1B2022-08-01               3
P1B2022-08-15             11
P1B2022-09-01             6
P1B2022-09-15             5
P1B2022-10-01             10
P1B2022-10-15             2
P2C2022-08-01             4
P2C2022-08-15             3
P2C2022-09-01             10
P2C2022-09-15             5
P2C2022-10-01             7
P2C2022-10-15             9
P2D2022-08-01             3
P2D2022-08-15             20
P2D2022-09-01             6
P2D2022-09-15             7
P2D2022-10-01             1
P2D2022-10-15             2

 

Sales BucketMinMax
No Sales00
1-10110
11-201120
21-302130
31-403140

 

Desired result

 

Aug No Sales1-1011-2021-3031-40
 P11 1  
 P2 1 1 

 

Aug & Sep No Sales1-1011-2021-3031-40
 P1  11 
 P2   11

 

Aug & Sep & Oct No Sales1-1011-2021-3031-40
 P1    2
 P2    2

 

 

Any help would be greatly apprecated. Thanks a lot in advance!

1 ACCEPTED SOLUTION
johnt75
Super User
Super User

You can use

VAR PeopleInSegment = FILTER(
	ALLSELECTED( 'Table'[Sales Person]),
	VAR SalesOfPerson = CALCULATE( SUM('Table'[Sale Count]))
	VAR SegmentForPerson = FILTER(
		'Buckets',
		NOT ISBLANK( SalesOfPerson) &&
			'Buckets'[Min] <= SalesOfPerson &&
			'Buckets'[Max] >= SalesOfPerson
	)
	VAR IsCustomerInSegment = NOT ISEMPTY( SegmentForPerson)
	RETURN IsCustomerInSegment
)
VAR Result = CALCULATE(
	COUNTROWS( VALUES( 'Table'[Sales Person])),
	KEEPFILTERS( PeopleInSegment)
)
RETURN Result

View solution in original post

2 REPLIES 2
johnt75
Super User
Super User

You can use

VAR PeopleInSegment = FILTER(
	ALLSELECTED( 'Table'[Sales Person]),
	VAR SalesOfPerson = CALCULATE( SUM('Table'[Sale Count]))
	VAR SegmentForPerson = FILTER(
		'Buckets',
		NOT ISBLANK( SalesOfPerson) &&
			'Buckets'[Min] <= SalesOfPerson &&
			'Buckets'[Max] >= SalesOfPerson
	)
	VAR IsCustomerInSegment = NOT ISEMPTY( SegmentForPerson)
	RETURN IsCustomerInSegment
)
VAR Result = CALCULATE(
	COUNTROWS( VALUES( 'Table'[Sales Person])),
	KEEPFILTERS( PeopleInSegment)
)
RETURN Result

@johnt75, I applied it to the dataset and it is working as expected. I need to extend it to the real dataset and check the results. Thank you so much! Really appreciate your help!

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